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RHJTX: AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 31.77 0.94(2.87%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 11/23/2015 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.29% |
| Expenses | 0.38% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.1 | 7.2 | 21.5 | 18.3 | 9.1 | 11.8 | 11.4 | 14.8 | 15.4 | 21.3 | -19.6 | 17.1 | 19.3 | 24.9 | -5.8 | 22.4 | 8.2 | -1.9 |
| Sharpe Ratio | NA | 1.02 | 1.54 | 1.15 | 0.45 | 0.67 | 0.65 | 0.75 | 1.05 | 1.58 | -1.01 | 1.45 | 0.69 | 2.27 | -0.52 | 3.85 | 0.66 | -1.32 |
| Draw Down(%) | NA | 9.7 | 9.7 | 15.4 | 27.2 | 29.3 | 29.3 | 15.4 | 7.0 | 9.9 | 26.5 | 5.3 | 29.3 | 5.4 | 16.2 | 2.0 | 10.1 | 4.1 |
| Standard Deviation(%) | NA | 14.8 | 12.3 | 13.1 | 14.7 | 15.1 | 15.1 | 16.3 | 11.2 | 11.2 | 20.8 | 11.8 | 27.4 | 10.3 | 13.7 | 5.7 | 12.1 | 13.0 |
| Treynor Ratio | NA | 0.15 | 0.2 | 0.18 | 0.08 | 0.13 | 0.12 | 0.16 | 0.14 | 0.22 | -0.26 | 0.2 | 0.25 | 0.29 | -0.09 | 0.31 | 0.09 | -0.22 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | -0.02 | -0.01 | 0.01 | 0.0 | -0.01 | 0.03 | -0.01 | -0.01 |
| Beta | NA | 1.01 | 0.94 | 0.83 | 0.82 | 0.8 | 0.8 | 0.78 | 0.83 | 0.8 | 0.83 | 0.84 | 0.77 | 0.79 | 0.79 | 0.7 | 0.86 | 0.77 |
| RSquared | NA | 0.93 | 0.93 | 0.94 | 0.95 | 0.96 | 0.96 | 0.84 | 0.94 | 0.94 | 0.97 | 0.95 | 0.98 | 0.96 | 0.96 | 0.75 | 0.95 | 0.98 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.7 | 3.8 | 2.9 | 5.3 | 4.9 | 3.6 | 4.9 | 4.2 | 2.8 | 3.6 | 4.1 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 96.1 | 58.3 | -60.0 | 23.9 | 53.8 | -11.0 | 4.3 | 77.2 | -16.3 | -17.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2015
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