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Nasdaq - Delayed Quote USD

American Funds 2030 Trgt Date Retire A (AAETX)

16.32
-0.11
(-0.67%)
At close: 8:03:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.48%
5y Average Return 8.41%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 7, 2025) 25.19%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 25.19%
Worst 3Y Total Return 2.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AAETX
Category
YTD
0.87%
7.97%
1-Month
-2.20%
0.98%
3-Month
0.87%
5.18%
1-Year
6.45%
25.53%
3-Year
4.70%
11.28%
5-Year
9.94%
10.98%
10-Year
7.14%
8.54%
Last Bull Market
11.11%
17.21%
Last Bear Market
-10.89%
-15.52%

Annual Total Return (%) History

Year
AAETX
Category
2025
--
--
2024
10.50%
--
2023
14.08%
--
2022
-14.75%
--
2021
12.74%
--
2020
14.80%
12.99%
2019
19.66%
20.07%
2018
-4.57%
-6.25%

2017
18.10%
16.57%
2016
7.31%
7.33%
2015
0.17%
-1.79%
2014
6.67%
5.04%
2013
25.19%
16.65%
2012
16.11%
13.59%
2011
-2.15%
-2.26%
2010
12.69%
13.47%
2009
31.07%
28.87%
2008
-35.19%
-36.04%
2007
--
6.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.87% -- -- --
2024 4.71% 1.12% 6.09% -1.63%
2023 4.40% 2.97% -3.20% 9.63%
2022 -5.56% -10.89% -5.74% 7.49%
2021 2.80% 4.81% -0.33% 4.99%
2020 -12.66% 13.82% 5.31% 9.66%
2019 8.96% 3.00% 0.20% 6.41%
2018 -0.14% 1.32% 2.47% -7.95%
2017 5.52% 3.26% 4.18% 4.05%
2016 1.00% 2.30% 3.61% 0.24%

2015 2.05% 0.46% -6.37% 4.36%
2014 1.53% 4.14% -1.07% 1.98%
2013 7.13% 1.66% 6.73% 7.70%
2012 10.38% -2.63% 5.61% 2.30%
2011 4.16% 0.82% -13.60% 7.85%
2010 3.30% -9.35% 12.08% 7.38%
2009 -6.95% 16.72% 14.74% 5.18%
2008 -7.73% -2.02% -11.33% -19.16%
2007 6.89% 3.55% -1.78% --

Rank in Category (By Total Return)

YTD 33
1-Month 63
3-Month 33
1-Year 7
3-Year 16
5-Year 38

Load Adjusted Returns

1-Year 0.33%
3-Year 2.66%
5-Year 8.65%
10-Year 6.51%

Performance & Risk

YTD Return -4.48%
5y Average Return 8.41%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Target-Date 2030
Fund Family American Funds
Net Assets 48.6B
YTD Return 0.87%
Yield 2.03%
Morningstar Rating
Inception Date Jul 13, 2009

Fund Summary

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes 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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