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Nasdaq - Delayed Quote USD

American Funds 2020 Trgt Date Retire A (AACTX)

13.03
-0.07
(-0.53%)
At close: 8:03:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.24%
5y Average Return 6.53%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 7, 2025) 18.26%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 18.26%
Worst 3Y Total Return 1.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AACTX
Category
YTD
2.24%
5.78%
1-Month
-1.23%
0.81%
3-Month
2.24%
4.21%
1-Year
7.41%
18.91%
3-Year
4.14%
9.48%
5-Year
7.74%
8.82%
10-Year
5.71%
7.36%
Last Bull Market
10.11%
14.92%
Last Bear Market
-8.40%
-12.14%

Annual Total Return (%) History

Year
AACTX
Category
2025
--
--
2024
8.63%
--
2023
10.06%
--
2022
-11.30%
--
2021
10.24%
--
2020
10.60%
10.79%
2019
15.27%
16.14%
2018
-3.04%
-4.49%

2017
12.46%
12.46%
2016
6.72%
6.23%
2015
-0.23%
-1.57%
2014
6.42%
4.72%
2013
18.26%
11.57%
2012
12.63%
11.68%
2011
0.77%
-0.22%
2010
10.84%
12.27%
2009
26.79%
24.25%
2008
-32.46%
-29.46%
2007
--
6.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.24% -- -- --
2024 3.39% 0.82% 6.29% -1.96%
2023 3.04% 1.44% -2.91% 8.45%
2022 -4.00% -8.40% -5.58% 6.83%
2021 2.33% 3.77% -0.34% 4.18%
2020 -8.95% 9.66% 3.71% 6.81%
2019 6.76% 2.72% 0.62% 4.45%
2018 -0.64% 0.80% 1.91% -5.01%
2017 3.84% 2.35% 3.04% 2.68%
2016 2.08% 2.39% 2.25% -0.15%

2015 1.47% -0.34% -4.12% 2.89%
2014 1.69% 3.68% -0.76% 1.70%
2013 5.56% 0.88% 4.93% 5.83%
2012 7.55% -1.47% 4.57% 1.64%
2011 3.53% 1.17% -9.68% 6.52%
2010 2.84% -6.90% 10.00% 5.24%
2009 -6.58% 14.87% 13.22% 4.36%
2008 -7.10% -2.01% -10.27% -17.32%
2007 6.29% 3.38% -1.50% --

Rank in Category (By Total Return)

YTD 2
1-Month 20
3-Month 2
1-Year 2
3-Year 5
5-Year 33

Load Adjusted Returns

1-Year 1.24%
3-Year 2.10%
5-Year 6.47%
10-Year 5.09%

Performance & Risk

YTD Return -2.24%
5y Average Return 6.53%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family American Funds
Net Assets 15.01B
YTD Return 2.24%
Yield 2.65%
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 funds, 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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