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RHHTX: AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 25.47 0.07(0.28%) June 08
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 11/23/2015 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.43% |
| Expenses | 0.72% |
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Performance Analytics (As of 06/08/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 7.2 | 20.4 | 17.9 | 9.3 | 11.8 | 11.3 | 14.2 | 15.0 | 20.0 | -18.3 | 17.1 | 19.0 | 24.6 | -5.7 | 22.3 | 8.1 | -1.9 |
| Sharpe Ratio | NA | 1.02 | 1.56 | 1.17 | 0.46 | 0.69 | 0.66 | 0.74 | 1.06 | 1.52 | -0.99 | 1.5 | 0.7 | 2.29 | -0.53 | 3.84 | 0.66 | -1.35 |
| Draw Down(%) | NA | 9.2 | 9.2 | 14.5 | 25.7 | 28.9 | 28.9 | 14.5 | 6.5 | 9.7 | 25.3 | 5.0 | 28.9 | 5.3 | 16.0 | 1.9 | 10.0 | 4.0 |
| Standard Deviation(%) | NA | 13.9 | 11.6 | 12.4 | 14.0 | 14.7 | 14.6 | 15.6 | 10.8 | 10.8 | 20.0 | 11.4 | 26.8 | 10.1 | 13.5 | 5.7 | 12.0 | 12.6 |
| Treynor Ratio | NA | 0.15 | 0.2 | 0.18 | 0.08 | 0.13 | 0.12 | 0.16 | 0.14 | 0.21 | -0.25 | 0.21 | 0.25 | 0.3 | -0.09 | 0.31 | 0.09 | -0.23 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | -0.01 | 0.03 | -0.01 | -0.01 |
| Beta | NA | 0.94 | 0.89 | 0.79 | 0.79 | 0.78 | 0.78 | 0.74 | 0.8 | 0.77 | 0.79 | 0.81 | 0.75 | 0.78 | 0.78 | 0.69 | 0.86 | 0.75 |
| RSquared | NA | 0.93 | 0.93 | 0.94 | 0.95 | 0.96 | 0.96 | 0.82 | 0.94 | 0.94 | 0.97 | 0.95 | 0.98 | 0.96 | 0.96 | 0.75 | 0.94 | 0.98 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.8 | 4.0 | 3.1 | 5.3 | 5.4 | 3.8 | 5.3 | 4.5 | 3.0 | 3.9 | 4.7 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 91.8 | 49.9 | -55.6 | 11.2 | 58.7 | -12.1 | 3.0 | 79.6 | -18.3 | -23.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2015
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