Nasdaq - Delayed Quote USD
American Funds 2020 Trgt Date Retire R4 (RDCTX)
13.38
-0.05
(-0.37%)
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 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 | 18.28% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -0.15% |
| 5y Average Return | 6.41% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RDCTX | Category Average | RDCTX | Category Average | RDCTX | Category Average | |
| Alpha | -0.03 | 0 | 0.1 | 0 | 0.41 | 0 |
| BETA | 0.8 | 0.01 | 0.79 | 0.01 | 0.78 | 0.01 |
| Mean Annual Return | 0.38 | 0.01 | 0.66 | 0.01 | 0.49 | 0.01 |
| R-squared | 97.72 | 0.96 | 97.88 | 0.96 | 97.34 | 0.95 |
| Standard Deviation | 10.12 | 0.09 | 9.23 | 0.08 | 8.02 | 0.08 |
| Sharpe Ratio | 0 | 0.01 | 0.55 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | -0.64 | 0.1 | 6.26 | 0.09 | 4.75 | 0.08 |
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