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RRCTX: AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-6 (MUTUAL FUND)
Basic Info 14.75 0.17(1.14%) June 05
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (8%) |
| Start Date: | 05/04/2009 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 8.18% |
| Expenses | 0.30% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.2 | 3.7 | 12.3 | 11.3 | 4.4 | 6.5 | 6.9 | 8.3 | 14.3 | 8.9 | 10.5 | -12.3 | 5.5 | 8.9 | 15.6 | -2.7 | 12.9 | 7.1 | 0.2 | 6.7 | 18.7 | 13.0 | 1.1 | 11.3 | 22.0 |
| Sharpe Ratio | NA | 1.45 | 2.09 | 1.33 | 0.28 | 0.63 | NA | 0.82 | 1.64 | 0.89 | 1.03 | -1.26 | 0.77 | 0.6 | 2.85 | -0.59 | 3.77 | 0.93 | 0.02 | 1.03 | 2.52 | 1.58 | 0.07 | 0.98 | 2.64 |
| Draw Down(%) | NA | 5.1 | 5.1 | 6.2 | 20.5 | 20.5 | NA | 20.5 | 6.0 | 3.0 | 6.2 | 17.0 | 4.3 | 17.0 | 2.4 | 8.5 | 1.1 | 5.1 | 7.5 | 4.5 | 5.7 | 6.3 | 12.6 | 9.1 | 4.9 |
| Standard Deviation(%) | NA | 6.9 | 5.7 | 6.6 | 7.8 | 7.9 | NA | 8.9 | 7.0 | 6.0 | 6.7 | 10.9 | 7.1 | 14.3 | 4.9 | 6.9 | 3.2 | 7.3 | 8.0 | 6.5 | 7.4 | 8.2 | 14.6 | 11.4 | 13.1 |
| Treynor Ratio | NA | 0.1 | 0.11 | 0.08 | 0.02 | 0.28 | NA | 0.24 | 0.1 | 0.05 | 0.07 | -0.14 | 0.07 | 0.1 | 7.37 | -0.28 | 0.15 | 0.08 | 0.0 | 0.07 | 0.18 | 0.13 | 0.01 | 0.12 | 0.35 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | NA | 0.02 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.05 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 1.01 | 1.03 | 1.05 | 0.98 | 0.18 | NA | 0.31 | 1.11 | 1.03 | 0.99 | 0.95 | 0.8 | 0.88 | 0.02 | 0.14 | 0.84 | 0.9 | 0.93 | 1.0 | 1.03 | 0.99 | 0.95 | 0.92 | 0.99 |
| RSquared | NA | 0.95 | 0.94 | 0.95 | 0.88 | 0.19 | NA | 0.32 | 0.96 | 0.94 | 0.95 | 0.96 | 0.48 | 0.96 | 0.04 | 0.21 | 0.88 | 0.97 | 0.94 | 0.98 | 0.97 | 0.98 | 0.99 | 0.98 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 8.6 | 5.7 | 3.8 | 2.4 | 1.8 | 2.7 | 4.8 | 4.2 | 3.1 | 3.5 | 4.3 | 4.0 | 3.0 | 3.6 | 3.2 | 3.9 | 3.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 55.6 | 59.0 | 33.5 | 44.2 | -32.0 | -36.2 | 5.5 | 47.8 | -6.3 | -22.7 | 10.0 | 50.7 | -7.2 | 10.7 | -13.4 | 48.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2009
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See Target Date 2016-2020 Asset Class Trend Rankings |
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