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Nasdaq - Delayed Quote USD
American Funds 2035 Target Date Retirement Fund (FBFTX)
17.94
-0.71
(-3.81%)
At close: April 4 at 8:00:39 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 | 23.15% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -5.23% |
| 5y Average Return | 11.55% |
| Rank in Category (ytd) | 45 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FBFTX | Category Average | FBFTX | Category Average | FBFTX | Category Average | |
| Alpha | 1.75 | -0.01 | 2.59 | -0 | 1.66 | -0.01 |
| BETA | 1.03 | 0.01 | 1.1 | 0.01 | 1.16 | 0.01 |
| Mean Annual Return | 0.53 | 0.01 | 1.03 | 0.01 | 0.73 | 0.01 |
| R-squared | 97.38 | 0.98 | 96.99 | 0.98 | 96.36 | 0.97 |
| Standard Deviation | 13.11 | 0.14 | 12.93 | 0.12 | 11.91 | 0.11 |
| Sharpe Ratio | 0.14 | 0.01 | 0.74 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | 0.98 | 0.09 | 8.52 | 0.09 | 5.55 | 0.07 |
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