American Funds 2010 Target Date Retirement Fund Class R2 (RBATX)

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American Funds 2010 Target Date Retirement Fund Class R2 (RBATX) is up 3.3% since the beginning of the year. RBATX is currently trading at $12 per share. Investors who bought $1,000 worth of RBATX shares 5 years ago would now be looking at an investment worth $1,241.

American Funds 2010 Target Date Retirement Fund Class R2 (RBATX) has returned 3.31% so far this year and 9.94% over the past 12 months. Over the last ten years, RBATX has returned 5.36% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jan 2, 2008, RBATX's average daily return is +0.02%, while the average monthly return is +0.39%. At this rate, an investment would double in approximately 14.8 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2009 with a return of +6.4%, while the worst month was Oct 2008 at -13.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, RBATX closed higher 49% of trading days. The best single day was Oct 13, 2008 with a return of +6.7%, while the worst single day was Oct 15, 2008 at -5.7%.

American Funds 2010 Target Date Retirement Fund Class R2 has an annualized alpha of 0.15%, beta of 0.42, and R2 of 0.82 versus S&P 500 Index. Calculated based on daily prices since January 02, 2008.

• This fund participated in 53.63% of S&P 500 Index downside but only 42.91% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.42 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

RBATX has a high expense ratio of 1.37%, indicating above-average management fees.

RBATX ranks 50 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

American Funds 2010 Target Date Retirement Fund Class R2 provided a 5.95% dividend yield over the last twelve months, with an annual payout of $0.74 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for American Funds 2010 Target Date Retirement Fund Class R2. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the American Funds 2010 Target Date Retirement Fund Class R2. 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 2010 Target Date Retirement Fund Class R2 was 38.65%, occurring on Mar 9, 2009. Recovery took 538 trading sessions.

The current American Funds 2010 Target Date Retirement Fund Class R2 drawdown is 0.56%.

The chart below shows the rolling one-month volatility.