Nasdaq - Delayed Quote USD
American Funds 2065 Trgt Date Retire R2E (RBEOX)
17.07
+0.04
+(0.23%)
At close: 8:02:01 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 | 20.66% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -1.22% |
| 5y Average Return | 10.61% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.19 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RBEOX | Category Average | RBEOX | Category Average | RBEOX | Category Average | |
| Alpha | 1.94 | 0.03 | 2.26 | 0.03 | -- | 0 |
| BETA | 1.19 | 0.01 | 1.26 | 0.01 | -- | 0 |
| Mean Annual Return | 0.54 | 0 | 1.09 | 0.01 | -- | 0 |
| R-squared | 94.31 | 0.96 | 94.81 | 0.97 | -- | 0 |
| Standard Deviation | 15.35 | 0.16 | 15.02 | 0.17 | -- | 0 |
| Sharpe Ratio | 0.13 | 0 | 0.68 | 0 | -- | 0 |
| Treynor Ratio | 0.75 | -0 | 7.79 | 0.05 | -- | 0 |
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