American Funds 2040 Trgt Date Retire R5 - Seasonality

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American Funds 2040 Trgt Date Retire R5 - Seasonality

Seasonality Charts

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Correlation

Election

77.98%

2022

78.21%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Probability %	70%	50%	60%	70%	80%	89%	90%	70%	56%	56%	89%	78%
Average return %	+2.04%	-0.24%	-1.11%	+1.20%	+2.29%	+1.39%	+2.05%	+0.72%	-1.14%	+0.40%	+3.74%	-3.55%
2026	+2.54%	+1.17%	-6.01%	+7.76%	+3.72%	+0.36%	-1.10%	+1.47%	-1.45%	--	--	--
2025	+3.58%	-0.70%	-3.53%	-4.88%	+11.54%	+4.74%	+0.70%	+1.96%	+2.48%	+1.54%	+1.07%	-5.45%
2024	+0.37%	+3.79%	+2.88%	-3.50%	+3.31%	+1.95%	+1.87%	+2.27%	+1.98%	-1.71%	+3.06%	-5.66%
2023	+5.97%	-2.70%	+2.53%	+1.29%	-0.81%	+4.63%	+2.74%	-2.07%	-4.12%	-2.20%	+8.07%	+2.47%
2022	-5.63%	-2.45%	+1.20%	-7.59%	+0.67%	-7.43%	+5.99%	-3.28%	-7.89%	+5.52%	+6.73%	-9.41%
2021	-0.48%	+2.31%	+2.04%	+3.90%	+1.29%	+1.07%	+0.82%	+2.30%	-3.51%	+5.00%	-2.45%	-1.47%
2020	-0.80%	-5.25%	-11.73%	+10.11%	+4.89%	+2.56%	+4.49%	+4.77%	-2.33%	-2.04%	+10.47%	+0.92%
2019	+6.70%	+2.39%	+1.80%	+2.75%	-4.91%	+5.63%	+0.32%	-1.33%	+0.83%	+2.23%	+3.05%	-1.45%
2018	+5.29%	-3.29%	-1.41%	+0.59%	+1.23%	0.00%	+2.17%	+0.69%	+0.25%	-6.82%	+2.00%	-10.44%
2017	+2.87%	+2.34%	+1.11%	+1.60%	+1.94%	+0.35%	+2.46%	+0.41%	+2.05%	+2.07%	+1.64%	-1.42%

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