Nasdaq - Delayed Quote USD
American Funds 2035 Target Date Retirement Fund (REFTX)
18.61
+0.20
+(1.09%)
At close: April 11 at 8:02:07 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 | 25.94% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -2.77% |
| 5y Average Return | 10.37% |
| Rank in Category (ytd) | 45 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| REFTX | Category Average | REFTX | Category Average | REFTX | Category Average | |
| Alpha | 1.78 | -0.01 | 2.61 | -0 | 1.69 | -0.01 |
| BETA | 1.03 | 0.01 | 1.1 | 0.01 | 1.16 | 0.01 |
| Mean Annual Return | 0.53 | 0.01 | 1.03 | 0.01 | 0.74 | 0.01 |
| R-squared | 97.39 | 0.98 | 97.03 | 0.98 | 96.38 | 0.97 |
| Standard Deviation | 13.14 | 0.14 | 12.94 | 0.12 | 11.91 | 0.11 |
| Sharpe Ratio | 0.14 | 0.01 | 0.74 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | 1 | 0.09 | 8.54 | 0.09 | 5.58 | 0.07 |
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