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American Funds 2020 Trgt Date Retire A (AACTX)
13.03
-0.07
(-0.53%)
At close: 8:03:46 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 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 | 18.26% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -2.24% |
| 5y Average Return | 6.53% |
| Rank in Category (ytd) | 2 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.79 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AACTX | Category Average | AACTX | Category Average | AACTX | Category Average | |
| Alpha | 0 | 0 | 0.14 | 0 | 0.43 | 0 |
| BETA | 0.79 | 0.01 | 0.79 | 0.01 | 0.78 | 0.01 |
| Mean Annual Return | 0.38 | 0.01 | 0.66 | 0.01 | 0.49 | 0.01 |
| R-squared | 97.72 | 0.96 | 97.87 | 0.96 | 97.33 | 0.95 |
| Standard Deviation | 10.09 | 0.09 | 9.2 | 0.08 | 7.99 | 0.08 |
| Sharpe Ratio | 0 | 0.01 | 0.56 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | -0.6 | 0.1 | 6.3 | 0.09 | 4.78 | 0.08 |
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