Nasdaq - Delayed Quote USD
American Funds 2065 Trgt Date Retire F2 (FBMTX)
17.29
+0.03
+(0.17%)
As of 8:05:39 AM EDT. Market Open.
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 | 21.41% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -1.03% |
| 5y Average Return | 11.38% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FBMTX | Category Average | FBMTX | Category Average | FBMTX | Category Average | |
| Alpha | 2.67 | 0.03 | 2.99 | 0.03 | -- | 0 |
| BETA | 1.18 | 0.01 | 1.26 | 0.01 | -- | 0 |
| Mean Annual Return | 0.6 | 0 | 1.15 | 0.01 | -- | 0 |
| R-squared | 94.31 | 0.96 | 94.79 | 0.97 | -- | 0 |
| Standard Deviation | 15.32 | 0.16 | 15 | 0.17 | -- | 0 |
| Sharpe Ratio | 0.18 | 0 | 0.73 | 0 | -- | 0 |
| Treynor Ratio | 1.4 | -0 | 8.45 | 0.05 | -- | 0 |
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