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American Funds 2010 Trgt Date Retire R6 (RFTTX)

11.69
+0.26
+(2.27%)
As of 8:07:09 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 13.88%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 3

Performance & Risk

YTD Return -1.64%
5y Average Return 5.90%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.70
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
RFTTXCategory AverageRFTTXCategory AverageRFTTXCategory Average
Alpha 0.04 0.01 0.21 0 0.52 0
BETA 0.7 0.01 0.69 0.01 0.68 0.01
Mean Annual Return 0.38 0.01 0.61 0.01 0.46 0.01
R-squared 96.4 0.95 96.71 0.94 95.96 0.93
Standard Deviation 9.01 0.08 8.13 0.06 7 0.06
Sharpe Ratio 0.01 0.01 0.56 0.01 0.51 0.01
Treynor Ratio -0.47 0.12 6.5 0.1 5.05 0.08

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