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American Funds 2030 Trgt Date Retire A (AAETX)
16.32
-0.11
(-0.67%)
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 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 | 25.19% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -4.48% |
| 5y Average Return | 8.41% |
| Rank in Category (ytd) | 33 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AAETX | Category Average | AAETX | Category Average | AAETX | Category Average | |
| Alpha | 0.73 | -0.01 | 1.19 | -0 | 0.96 | -0.01 |
| BETA | 0.94 | 0.01 | 0.98 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.44 | 0.01 | 0.85 | 0.01 | 0.62 | 0.01 |
| R-squared | 98.28 | 0.98 | 98.17 | 0.98 | 97.12 | 0.97 |
| Standard Deviation | 11.87 | 0.12 | 11.39 | 0.1 | 10.36 | 0.1 |
| Sharpe Ratio | 0.07 | 0.01 | 0.65 | 0.01 | 0.53 | 0.01 |
| Treynor Ratio | 0.1 | 0.09 | 7.34 | 0.09 | 5.1 | 0.07 |
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