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RHKTX: AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 21.84 0.66(2.93%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 11/23/2015 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 5.96% |
| 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 | 7.3 | 21.7 | 18.4 | 9.2 | 11.9 | 11.5 | 15.2 | 15.5 | 21.4 | -19.8 | 17.1 | 19.2 | 25.8 | -5.7 | 22.4 | 8.1 | -1.9 |
| Sharpe Ratio | NA | 1.02 | 1.54 | 1.15 | 0.45 | 0.68 | 0.65 | 0.77 | 1.05 | 1.59 | -1.02 | 1.45 | 0.69 | 2.33 | -0.52 | 3.83 | 0.66 | -1.36 |
| Draw Down(%) | NA | 9.8 | 9.8 | 15.5 | 27.4 | 29.3 | 29.3 | 15.5 | 7.1 | 10.0 | 26.7 | 5.3 | 29.3 | 5.4 | 16.2 | 2.0 | 10.1 | 4.0 |
| Standard Deviation(%) | NA | 15.1 | 12.4 | 13.2 | 14.8 | 15.2 | 15.1 | 16.3 | 11.3 | 11.3 | 20.9 | 11.8 | 27.4 | 10.4 | 13.7 | 5.7 | 12.0 | 12.7 |
| 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 | 0.24 | 0.3 | -0.09 | 0.31 | 0.09 | -0.23 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | -0.02 | -0.01 | 0.01 | 0.0 | -0.01 | 0.03 | -0.01 | -0.02 |
| Beta | NA | 1.02 | 0.95 | 0.84 | 0.83 | 0.8 | 0.81 | 0.79 | 0.85 | 0.8 | 0.83 | 0.84 | 0.77 | 0.8 | 0.79 | 0.7 | 0.86 | 0.75 |
| RSquared | NA | 0.93 | 0.93 | 0.94 | 0.95 | 0.96 | 0.96 | 0.86 | 0.94 | 0.94 | 0.97 | 0.95 | 0.98 | 0.95 | 0.96 | 0.75 | 0.95 | 0.98 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.3 | 3.7 | 2.7 | 4.8 | 4.2 | 3.1 | 5.1 | 3.3 | 2.1 | 2.6 | 0.8 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 92.6 | 58.8 | -57.4 | 31.9 | 50.7 | -24.3 | 36.6 | 95.3 | -15.8 | 224.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2015
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