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American Funds 2010 Target Date Retirement Fund (RBATX)
11.90
+0.03
+(0.25%)
At close: May 16 at 8:02:01 PM EDT
Fund Summary
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it 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-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 | 12.59% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 3.84% |
| 5y Average Return | 5.65% |
| Rank in Category (ytd) | 28 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.70 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RBATX | Category Average | RBATX | Category Average | RBATX | Category Average | |
| Alpha | -1.36 | 0.01 | -0.99 | 0 | -0.64 | 0 |
| BETA | 0.7 | 0.01 | 0.69 | 0.01 | 0.68 | 0.01 |
| Mean Annual Return | 0.4 | 0.01 | 0.44 | 0.01 | 0.36 | 0.01 |
| R-squared | 96.12 | 0.95 | 96.33 | 0.94 | 95.82 | 0.93 |
| Standard Deviation | 8.65 | 0.08 | 7.87 | 0.06 | 6.96 | 0.06 |
| Sharpe Ratio | 0.02 | 0.01 | 0.32 | 0.01 | 0.34 | 0.01 |
| Treynor Ratio | -0.22 | 0.12 | 3.31 | 0.1 | 3.19 | 0.08 |
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