Nasdaq - Delayed Quote • USD
American Funds 2015 Trgt Date Retire R5 (REJTX)
At close: 8:00 PM EDT
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 | 25.08% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 0.75% |
| 5y Average Return | 5.07% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| REJTX | Category Average | REJTX | Category Average | REJTX | Category Average | |
| Alpha | 0.05 | 0 | 0.34 | 0 | 0.62 | 0 |
| BETA | 0.75 | 0.01 | 0.73 | 0.01 | 0.74 | 0.01 |
| Mean Annual Return | 0.28 | 0.01 | 0.5 | 0.01 | 0.47 | 0.01 |
| R-squared | 97.09 | 0.96 | 97.55 | 0.96 | 96.63 | 0.95 |
| Standard Deviation | 9.44 | 0.09 | 9.13 | 0.07 | 7.39 | 0.07 |
| Sharpe Ratio | 0.04 | 0.01 | 0.42 | 0.01 | 0.56 | 0.01 |
| Treynor Ratio | -0.08 | 0.11 | 4.93 | 0.1 | 5.42 | 0.08 |
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