NasdaqGM - Delayed Quote USD

American Funds 2065 Target Date (0P0001IM00)

16.58 +0.14 (+0.85%)
At close: April 5 at 4:00 PM EDT

Fund Summary

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 21.17%
Worst 1Y Total Return --
Number of Years Up 2
Number of Years Down 1

Performance & Risk

YTD Return 6.27%
5y Average Return 0.00%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0001IM00Category Average0P0001IM00Category Average0P0001IM00Category Average
Alpha 3.12 0.03 -- 0.03 -- 0
BETA 1.25 0.01 -- 0.01 -- 0
Mean Annual Return 0.55 0 -- 0.01 -- 0
R-squared 95.54 0.96 -- 0.97 -- 0
Standard Deviation 15.88 0.16 -- 0.17 -- 0
Sharpe Ratio 0.23 0 -- 0 -- 0
Treynor Ratio 2.02 -0 -- 0.05 -- 0

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