Nasdaq - Delayed Quote • USD
American Funds 2060 Trgt Date Retire R5E (RHKTX)
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 | 24.81% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 4.21% |
| 5y Average Return | 9.16% |
| Rank in Category (ytd) | 38 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.24 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RHKTX | Category Average | RHKTX | Category Average | RHKTX | Category Average | |
| Alpha | 3.31 | -0.01 | 2.86 | 0 | -- | 0 |
| BETA | 1.24 | 0.01 | 1.29 | 0.01 | -- | 0 |
| Mean Annual Return | 0.57 | 0 | 0.94 | 0.01 | -- | 0 |
| R-squared | 95.47 | 0.95 | 96.64 | 0.97 | -- | 0 |
| Standard Deviation | 15.82 | 0.09 | 16.29 | 0.09 | -- | 0 |
| Sharpe Ratio | 0.24 | 0.01 | 0.56 | 0.01 | -- | 0 |
| Treynor Ratio | 2.19 | 0.03 | 6.4 | 0.07 | -- | 0 |
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