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    American Funds 2025 Trgt Date Retire R1 (RADTX)

    10.75 Down 0.04(0.37%) Feb 9

    Risk as of Jan 30, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:4
    Number of Years Up5
    Number of Years Down3
    Best 1 Yr Total Return(Dec 30, 2009):28.36%
    Worst 1 Yr Total Return(Dec 30, 2008):-35.18%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticRADTXCategory
    Alpha (against Standard Index)2.12-0.01
    Beta (against Standard Index)1.161.08
    Mean Annual Return0.530.51
    R-squared (against Standard Index)96.3995.79
    Standard Deviation7.897.14
    Sharpe Ratio0.800.84
    Treynor Ratio5.285.49
    5 Years
    StatisticRADTXCategory
    Alpha (against Standard Index)0.76-0.49
    Beta (against Standard Index)1.191.16
    Mean Annual Return0.570.53
    R-squared (against Standard Index)97.4297.16
    Standard Deviation9.358.88
    Sharpe Ratio0.720.72
    Treynor Ratio5.485.32
    10 Years
    StatisticRADTXCategory
    Alpha (against Standard Index)N/A-1.86
    Beta (against Standard Index)N/A1.20
    Mean Annual ReturnN/A0.43
    R-squared (against Standard Index)N/A96.27
    Standard DeviationN/A12.04
    Sharpe RatioN/A0.33
    Treynor RatioN/A2.78