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Nasdaq - Delayed Quote USD

American Funds 2040 Trgt Date Retire A (AAGTX)

18.54
-0.16
(-0.86%)
At close: 8:03:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.42%
5y Average Return 10.84%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 7, 2025) 26.14%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 26.14%
Worst 3Y Total Return 3.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AAGTX
Category
YTD
-0.83%
10.80%
1-Month
-3.53%
1.06%
3-Month
-0.83%
6.14%
1-Year
5.90%
33.59%
3-Year
6.01%
12.99%
5-Year
13.00%
12.87%
10-Year
8.66%
9.72%
Last Bull Market
13.20%
19.05%
Last Bear Market
-13.92%
-17.54%

Annual Total Return (%) History

Year
AAGTX
Category
2025
--
--
2024
14.37%
--
2023
18.95%
--
2022
-17.82%
--
2021
16.46%
--
2020
18.40%
14.56%
2019
23.97%
23.19%
2018
-5.87%
-7.74%

2017
21.62%
19.52%
2016
7.79%
7.95%
2015
0.27%
-1.99%
2014
6.67%
5.25%
2013
26.14%
19.97%
2012
16.38%
14.64%
2011
-2.59%
-3.49%
2010
12.58%
14.37%
2009
31.63%
30.90%
2008
-35.62%
-37.94%
2007
--
6.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.83% -- -- --
2024 7.09% 1.57% 6.22% -1.01%
2023 5.59% 5.06% -3.57% 11.19%
2022 -6.94% -13.92% -5.69% 8.79%
2021 3.88% 6.27% -0.54% 6.06%
2020 -17.04% 18.30% 6.86% 12.90%
2019 11.15% 3.10% -0.26% 8.45%
2018 0.33% 1.70% 3.09% -10.52%
2017 6.41% 3.82% 4.95% 4.90%
2016 0.49% 2.35% 4.27% 0.52%

2015 2.17% 0.76% -7.16% 4.91%
2014 1.51% 4.32% -1.13% 1.88%
2013 7.38% 1.74% 7.03% 7.87%
2012 10.61% -2.83% 5.72% 2.42%
2011 4.37% 0.71% -14.18% 7.99%
2010 3.29% -9.77% 12.34% 7.53%
2009 -7.11% 16.94% 15.04% 5.34%
2008 -7.80% -2.11% -11.42% -19.47%
2007 7.09% 3.64% -1.77% --

Rank in Category (By Total Return)

YTD 91
1-Month 95
3-Month 91
1-Year 36
3-Year 12
5-Year 29

Load Adjusted Returns

1-Year -0.19%
3-Year 3.94%
5-Year 11.67%
10-Year 8.02%

Performance & Risk

YTD Return -8.42%
5y Average Return 10.84%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family American Funds
Net Assets 43.67B
YTD Return -0.83%
Yield 1.29%
Morningstar Rating
Inception Date Jul 27, 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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