CAPITAL GROUP 2035 TARGET DATE RETIREMENT TRUST U2

Publish date: 2024-08-03
Alpha 1 Year0.08 Average Gain 1 Year2.68 Average Loss 1 Year-2.93 Batting Average 1 Year41.67 Beta 1 Year0.72 Capture Ratio Down 1 Year80.71 Capture Ratio Up 1 Year76.83 Correlation 1 Year91.83 High 1 Year11.41 Information Ratio 1 Year-0.65 Low 1 Year10.08 Maximum Loss 1 Year-4.83 Performance since Inception7.02 R-Squared (R²) 1 Year84.32 Sortino Ratio 1 Year1.58 Tracking Error 1 Year5.80 Trailing Performance 1 Month-4.74 Trailing Performance 1 Week-4.26 Trailing Performance 1 Year0.79 Trailing Performance 3 Months-0.71 Trailing Performance 6 Months-4.86 Trailing Return 1 Month3.16 Trailing Return 1 Year9.71 Trailing Return 2 Months1.74 Trailing Return 3 Months-1.82 Trailing Return 6 Months4.27 Trailing Return 9 Months2.45 Trailing Return Since Inception12.00 Trailing Return YTD - Year to Date-1.82 Treynor Ratio 1 Year13.40

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