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American Funds 2015 Trgt Date Retire R2 (RBJTX)
12.08
+0.10
+(0.83%)
At close: 6:47:02 PM EDT
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-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 | 14.47% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -0.50% |
| 5y Average Return | 5.22% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RBJTX | Category Average | RBJTX | Category Average | RBJTX | Category Average | |
| Alpha | -1.02 | 0 | -0.74 | 0 | -0.5 | 0 |
| BETA | 0.75 | 0.01 | 0.74 | 0.01 | 0.73 | 0.01 |
| Mean Annual Return | 0.3 | 0.01 | 0.56 | 0.01 | 0.4 | 0.01 |
| R-squared | 97.16 | 0.96 | 97.43 | 0.96 | 96.87 | 0.95 |
| Standard Deviation | 9.52 | 0.09 | 8.7 | 0.07 | 7.5 | 0.07 |
| Sharpe Ratio | -0.1 | 0.01 | 0.46 | 0.01 | 0.37 | 0.01 |
| Treynor Ratio | -1.98 | 0.11 | 5.08 | 0.1 | 3.52 | 0.08 |
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