Nasdaq - Delayed Quote • USD
American Funds 2035 Trgt Date Retire A (AAFTX)
At close: 8:01 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 | 31.34% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 3.36% |
| 5y Average Return | 8.02% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AAFTX | Category Average | AAFTX | Category Average | AAFTX | Category Average | |
| Alpha | 2.05 | -0.01 | 2.08 | -0 | 1.57 | -0.01 |
| BETA | 1.07 | 0.01 | 1.13 | 0.01 | 1.18 | 0.01 |
| Mean Annual Return | 0.45 | 0.01 | 0.81 | 0.01 | 0.72 | 0.01 |
| R-squared | 97.29 | 0.98 | 97.55 | 0.98 | 96.65 | 0.97 |
| Standard Deviation | 13.52 | 0.14 | 14.2 | 0.12 | 11.83 | 0.11 |
| Sharpe Ratio | 0.19 | 0.01 | 0.53 | 0.01 | 0.61 | 0.01 |
| Treynor Ratio | 1.56 | 0.09 | 6.11 | 0.09 | 5.76 | 0.07 |
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