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Nasdaq - Delayed Quote USD
American Funds 2015 Trgt Date Retire A (AABTX)
12.13
-0.30
(-2.41%)
At close: April 4 at 8:03:43 PM EDT
Fund Summary
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past 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-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 | 15.25% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -0.74% |
| 5y Average Return | 6.97% |
| Rank in Category (ytd) | 2 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AABTX | Category Average | AABTX | Category Average | AABTX | Category Average | |
| Alpha | -0.25 | 0 | 0.03 | 0 | 0.26 | 0 |
| BETA | 0.75 | 0.01 | 0.74 | 0.01 | 0.73 | 0.01 |
| Mean Annual Return | 0.36 | 0.01 | 0.63 | 0.01 | 0.46 | 0.01 |
| R-squared | 97.33 | 0.96 | 97.49 | 0.96 | 96.99 | 0.95 |
| Standard Deviation | 9.54 | 0.09 | 8.72 | 0.07 | 7.5 | 0.07 |
| Sharpe Ratio | -0.02 | 0.01 | 0.54 | 0.01 | 0.47 | 0.01 |
| Treynor Ratio | -0.91 | 0.11 | 6.19 | 0.1 | 4.6 | 0.08 |
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