Nasdaq - Delayed Quote USD
American Funds 2025 Target Date Retirement Fund (RBEDX)
14.73
-0.07
(-0.47%)
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 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 | 16.83% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -0.54% |
| 5y Average Return | 6.68% |
| Rank in Category (ytd) | 5 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.84 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RBEDX | Category Average | RBEDX | Category Average | RBEDX | Category Average | |
| Alpha | -0.29 | -0 | 0.07 | -0 | 0.24 | -0 |
| BETA | 0.84 | 0.01 | 0.86 | 0.01 | 0.88 | 0.01 |
| Mean Annual Return | 0.36 | 0.01 | 0.69 | 0.01 | 0.51 | 0.01 |
| R-squared | 98.33 | 0.97 | 98.44 | 0.97 | 97.65 | 0.96 |
| Standard Deviation | 10.71 | 0.11 | 10.09 | 0.09 | 8.95 | 0.09 |
| Sharpe Ratio | -0.02 | 0.01 | 0.55 | 0.01 | 0.46 | 0.01 |
| Treynor Ratio | -0.99 | 0.1 | 6.17 | 0.09 | 4.45 | 0.07 |
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