Nasdaq - Delayed Quote • USD
American Funds 2025 Trgt Date Retire R2 (RBDTX)
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 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 | 28.32% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 1.26% |
| 5y Average Return | 5.04% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.86 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RBDTX | Category Average | RBDTX | Category Average | RBDTX | Category Average | |
| Alpha | -0.56 | -0 | -0.05 | -0 | 0.03 | -0 |
| BETA | 0.86 | 0.01 | 0.86 | 0.01 | 0.89 | 0.01 |
| Mean Annual Return | 0.23 | 0.01 | 0.52 | 0.01 | 0.48 | 0.01 |
| R-squared | 98.42 | 0.97 | 98.47 | 0.97 | 97.42 | 0.96 |
| Standard Deviation | 10.73 | 0.11 | 10.68 | 0.09 | 8.9 | 0.09 |
| Sharpe Ratio | -0.02 | 0.01 | 0.38 | 0.01 | 0.48 | 0.01 |
| Treynor Ratio | -0.9 | 0.1 | 4.3 | 0.09 | 4.51 | 0.07 |
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