Nasdaq - Delayed Quote USD
American Funds 2015 Trgt Date Retire R2 (RBJTX)
12.50
+0.03
+(0.24%)
At close: May 16 at 8:02:02 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 | 14.47% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 3.82% |
| 5y Average Return | 6.06% |
| Rank in Category (ytd) | 25 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RBJTX | Category Average | RBJTX | Category Average | RBJTX | Category Average | |
| Alpha | -1.27 | 0 | -0.86 | 0 | -0.57 | 0 |
| BETA | 0.75 | 0.01 | 0.74 | 0.01 | 0.73 | 0.01 |
| Mean Annual Return | 0.42 | 0.01 | 0.48 | 0.01 | 0.39 | 0.01 |
| R-squared | 96.82 | 0.96 | 97.15 | 0.96 | 96.8 | 0.95 |
| Standard Deviation | 9.13 | 0.09 | 8.43 | 0.07 | 7.49 | 0.07 |
| Sharpe Ratio | 0.04 | 0.01 | 0.34 | 0.01 | 0.35 | 0.01 |
| Treynor Ratio | -0.01 | 0.11 | 3.57 | 0.1 | 3.34 | 0.08 |
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