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RHLTX: American Funds 2065 Target Date Retirement Fund Class R-5E (MUTUAL FUND)
Basic Info 21.6 0.65(2.92%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 03/30/2020 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 4.94% |
| Expenses | 0.74% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.1 | 7.3 | 21.8 | 18.4 | 9.2 | 15.6 | 20.6 | 15.5 | 21.5 | -19.8 | 17.2 | 43.9 |
| Sharpe Ratio | NA | 1.02 | 1.54 | 1.15 | 0.45 | 0.9 | 1.15 | 1.05 | 1.6 | -1.01 | 1.45 | 3.42 |
| Draw Down(%) | NA | 9.8 | 9.8 | 15.5 | 27.4 | 27.4 | 15.5 | 7.1 | 10.1 | 26.7 | 5.3 | 6.6 |
| Standard Deviation(%) | NA | 15.1 | 12.4 | 13.2 | 14.8 | 15.1 | 15.4 | 11.3 | 11.2 | 21.0 | 11.8 | 17.9 |
| Treynor Ratio | NA | 0.15 | 0.2 | 0.18 | 0.08 | 0.17 | 0.23 | 0.14 | 0.22 | -0.26 | 0.2 | 0.91 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.02 | -0.02 | 0.0 | -0.02 | -0.01 | 0.05 |
| Beta | NA | 1.02 | 0.94 | 0.84 | 0.83 | 0.8 | 0.79 | 0.85 | 0.8 | 0.83 | 0.84 | 0.67 |
| RSquared | NA | 0.93 | 0.9 | 0.93 | 0.95 | 0.91 | 0.94 | 0.94 | 0.94 | 0.97 | 0.95 | 0.76 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | 5.2 | 3.1 | 2.2 | 3.0 | 1.7 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | 94.9 | 61.0 | -41.8 | 105.9 | 148.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/2020
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