Nasdaq - Delayed Quote USD
American Funds 2010 Trgt Date Retire R4 (RDATX)
11.66
-0.03
(-0.26%)
As of 8:07:05 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-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 | 13.42% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 0.60% |
| 5y Average Return | 5.78% |
| Rank in Category (ytd) | 2 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.70 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RDATX | Category Average | RDATX | Category Average | RDATX | Category Average | |
| Alpha | -0.3 | 0.01 | -0.13 | 0 | 0.18 | 0 |
| BETA | 0.7 | 0.01 | 0.69 | 0.01 | 0.68 | 0.01 |
| Mean Annual Return | 0.35 | 0.01 | 0.59 | 0.01 | 0.43 | 0.01 |
| R-squared | 96.49 | 0.95 | 96.66 | 0.94 | 95.92 | 0.93 |
| Standard Deviation | 9.01 | 0.08 | 8.12 | 0.06 | 6.98 | 0.06 |
| Sharpe Ratio | -0.03 | 0.01 | 0.52 | 0.01 | 0.46 | 0.01 |
| Treynor Ratio | -0.98 | 0.12 | 5.97 | 0.1 | 4.53 | 0.08 |
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