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Nasdaq - Delayed Quote USD

American Funds 2015 Trgt Date Retire A (AABTX)

12.13
-0.30
(-2.41%)
At close: April 4 at 8:03:43 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.74%
5y Average Return 6.97%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 4, 2025) 15.25%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 15.25%
Worst 3Y Total Return 1.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AABTX
Category
YTD
2.45%
5.24%
1-Month
-0.95%
0.74%
3-Month
2.45%
3.92%
1-Year
7.55%
17.09%
3-Year
3.93%
9.13%
5-Year
7.39%
8.26%
10-Year
5.34%
6.90%
Last Bull Market
9.62%
13.45%
Last Bear Market
-7.86%
-10.49%

Annual Total Return (%) History

Year
AABTX
Category
2025
--
--
2024
8.06%
--
2023
9.23%
--
2022
-10.57%
--
2021
9.92%
--
2020
9.62%
10.75%
2019
14.48%
15.45%
2018
-2.99%
-3.86%

2017
10.83%
11.29%
2016
7.10%
6.12%
2015
-0.97%
-1.34%
2014
6.30%
4.48%
2013
15.25%
9.65%
2012
11.31%
10.65%
2011
1.85%
-0.27%
2010
9.86%
11.50%
2009
24.58%
23.55%
2008
-29.08%
-27.76%
2007
--
5.84%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.45% -- -- --
2024 2.94% 0.82% 6.15% -1.91%
2023 2.75% 1.12% -2.65% 7.98%
2022 -3.67% -7.86% -5.43% 6.54%
2021 2.32% 3.52% -0.30% 4.09%
2020 -8.77% 8.96% 3.48% 6.57%
2019 6.31% 2.62% 0.85% 4.06%
2018 -1.04% 0.61% 1.73% -4.23%
2017 3.35% 2.07% 2.65% 2.35%
2016 2.61% 2.64% 1.84% -0.15%

2015 1.09% -0.63% -3.62% 2.28%
2014 1.67% 3.47% -0.62% 1.67%
2013 4.66% 0.49% 4.23% 5.13%
2012 6.44% -0.83% 4.00% 1.41%
2011 3.17% 1.27% -7.74% 5.66%
2010 2.55% -5.64% 8.85% 4.31%
2009 -6.31% 13.47% 12.53% 4.14%
2008 -5.93% -1.80% -9.38% -15.28%
2007 5.48% 3.21% -1.28% --

Rank in Category (By Total Return)

YTD 2
1-Month 8
3-Month 2
1-Year 2
3-Year 7
5-Year 14

Load Adjusted Returns

1-Year 1.37%
3-Year 1.90%
5-Year 6.13%
10-Year 4.72%

Performance & Risk

YTD Return -0.74%
5y Average Return 6.97%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Fund Overview

Category Target-Date 2015
Fund Family American Funds
Net Assets 4.8B
YTD Return 2.45%
Yield 2.82%
Morningstar Rating
Inception Date Feb 01, 2007

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.

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