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American Funds 2020 Target Date Retirement Fund (RBCTX)
13.12
-0.05
(-0.38%)
As of 8:07:02 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 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 | 17.43% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -0.30% |
| 5y Average Return | 5.61% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.79 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RBCTX | Category Average | RBCTX | Category Average | RBCTX | Category Average | |
| Alpha | -0.76 | 0 | -0.64 | 0 | -0.32 | 0 |
| BETA | 0.79 | 0.01 | 0.79 | 0.01 | 0.78 | 0.01 |
| Mean Annual Return | 0.32 | 0.01 | 0.59 | 0.01 | 0.43 | 0.01 |
| R-squared | 97.7 | 0.96 | 97.84 | 0.96 | 97.28 | 0.95 |
| Standard Deviation | 10.1 | 0.09 | 9.2 | 0.08 | 7.99 | 0.08 |
| Sharpe Ratio | -0.07 | 0.01 | 0.47 | 0.01 | 0.4 | 0.01 |
| Treynor Ratio | -1.59 | 0.1 | 5.25 | 0.09 | 3.77 | 0.08 |
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