Nasdaq - Delayed Quote • USD
American Funds 2020 Trgt Date Retire R4 (RDCTX)
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 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 | 26.77% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 0.15% |
| 5y Average Return | 4.98% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RDCTX | Category Average | RDCTX | Category Average | RDCTX | Category Average | |
| Alpha | -0.03 | 0 | 0.24 | 0 | 0.52 | 0 |
| BETA | 0.8 | 0.01 | 0.77 | 0.01 | 0.79 | 0.01 |
| Mean Annual Return | 0.27 | 0.01 | 0.51 | 0.01 | 0.48 | 0.01 |
| R-squared | 97.68 | 0.96 | 97.86 | 0.96 | 97.1 | 0.95 |
| Standard Deviation | 10.02 | 0.09 | 9.65 | 0.08 | 7.91 | 0.08 |
| Sharpe Ratio | 0.03 | 0.01 | 0.41 | 0.01 | 0.54 | 0.01 |
| Treynor Ratio | -0.22 | 0.1 | 4.74 | 0.09 | 5.2 | 0.08 |
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