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American Funds 2035 Target Date Retirement Fund (A...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS02630T6477
CUSIP02630T647
IssuerAmerican Funds
Inception DateJan 31, 2007
CategoryTarget Retirement Date
Min. Investment$250
Asset ClassMulti-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The American Funds 2035 Target Date Retirement Fund has a high expense ratio of 0.33%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.33%

Share Price Chart


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American Funds 2035 Target Date Retirement Fund

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in American Funds 2035 Target Date Retirement Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


180.00%200.00%220.00%240.00%260.00%280.00%OctoberNovemberDecember2024FebruaryMarch
272.28%
261.67%
AAFTX (American Funds 2035 Target Date Retirement Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Funds 2035 Target Date Retirement Fund had a return of 5.98% year-to-date (YTD) and 20.28% in the last 12 months. Over the past 10 years, American Funds 2035 Target Date Retirement Fund had an annualized return of 8.47%, while the S&P 500 had an annualized return of 10.96%, indicating that American Funds 2035 Target Date Retirement Fund did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date5.98%10.04%
1 month2.88%3.53%
6 months17.40%22.79%
1 year20.28%32.16%
5 years (annualized)9.13%13.15%
10 years (annualized)8.47%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.34%2.95%
2023-1.85%-3.83%-2.02%7.38%4.90%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for American Funds 2035 Target Date Retirement Fund (AAFTX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AAFTX
American Funds 2035 Target Date Retirement Fund
2.38
^GSPC
S&P 500
2.76

Sharpe Ratio

The current American Funds 2035 Target Date Retirement Fund Sharpe ratio is 2.38. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.38
2.76
AAFTX (American Funds 2035 Target Date Retirement Fund)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds 2035 Target Date Retirement Fund granted a 2.47% dividend yield in the last twelve months. The annual payout for that period amounted to $0.46 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.46$0.46$0.84$1.02$0.63$0.66$0.64$0.35$0.44$0.68$0.60$0.41

Dividend yield

2.47%2.61%5.43%5.25%3.53%4.21%4.80%2.38%3.52%5.63%4.70%3.29%

Monthly Dividends

The table displays the monthly dividend distributions for American Funds 2035 Target Date Retirement Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.46
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.84
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.02
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.63
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.66
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.64
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.35
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.44
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.68
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.60
2013$0.41

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
AAFTX (American Funds 2035 Target Date Retirement Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Funds 2035 Target Date Retirement Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the American Funds 2035 Target Date Retirement Fund was 48.60%, occurring on Mar 9, 2009. Recovery took 489 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-48.6%Nov 1, 2007338Mar 9, 2009489Feb 14, 2011827
-26.72%Feb 20, 202023Mar 23, 202084Jul 22, 2020107
-23.31%Nov 17, 2021229Oct 14, 2022340Feb 23, 2024569
-18.19%May 3, 2011107Oct 3, 201198Feb 23, 2012205
-15.01%Jan 29, 2018229Dec 24, 201876Apr 15, 2019305

Volatility

Volatility Chart

The current American Funds 2035 Target Date Retirement Fund volatility is 2.15%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%OctoberNovemberDecember2024FebruaryMarch
2.15%
2.82%
AAFTX (American Funds 2035 Target Date Retirement Fund)
Benchmark (^GSPC)