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American Funds 2025 Trgt Date Retire R1 (RADTX)

12.37 Up 0.02(0.16%) Jul 11

Risk as of Jun 29, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:3
Number of Years Up4
Number of Years Down2
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)-0.10-1.62
Beta (against Standard Index)1.241.20
Mean Annual Return0.930.69
R-squared (against Standard Index)97.6597.76
Standard Deviation10.249.98
Sharpe Ratio1.090.83
Treynor Ratio9.026.72
5 Years
StatisticRADTXCategory
Alpha (against Standard Index)-1.25-1.63
Beta (against Standard Index)1.261.24
Mean Annual Return1.141.05
R-squared (against Standard Index)98.2797.95
Standard Deviation11.0910.90
Sharpe Ratio1.221.15
Treynor Ratio10.8810.23
10 Years
StatisticRADTXCategory
Alpha (against Standard Index)N/A-2.77
Beta (against Standard Index)N/A1.30
Mean Annual ReturnN/A0.57
R-squared (against Standard Index)N/A97.62
Standard DeviationN/A12.72
Sharpe RatioN/A0.41
Treynor RatioN/A3.49