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Nasdaq - Delayed Quote USD

American Funds 2030 Target Date Retirement Fund (FBETX)

16.31
-0.11
(-0.67%)
At close: 8:00:39 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.42%
5y Average Return 8.68%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Apr 7, 2025) 19.99%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 19.99%
Worst 3Y Total Return 2.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FBETX
Category
YTD
0.99%
7.97%
1-Month
-2.14%
0.98%
3-Month
0.99%
5.18%
1-Year
6.71%
25.53%
3-Year
4.98%
11.28%
5-Year
10.23%
10.98%
10-Year
7.41%
8.54%
Last Bull Market
11.23%
17.21%
Last Bear Market
-10.84%
-15.52%

Annual Total Return (%) History

Year
FBETX
Category
2025
--
--
2024
10.77%
--
2023
14.36%
--
2022
-14.55%
--
2021
13.02%
--
2020
15.08%
12.99%
2019
19.99%
20.07%
2018
-4.30%
-6.25%

2017
18.30%
16.57%
2016
7.59%
7.33%
2015
0.41%
-1.79%
2014
--
5.04%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.99% -- -- --
2024 4.84% 1.12% 6.14% -1.56%
2023 4.48% 3.03% -3.14% 9.68%
2022 -5.51% -10.84% -5.68% 7.54%
2021 2.86% 4.87% -0.28% 5.07%
2020 -12.62% 13.91% 5.37% 9.72%
2019 8.97% 3.14% 0.20% 6.54%
2018 -0.07% 1.39% 2.54% -7.89%
2017 5.52% 3.34% 4.18% 4.14%
2016 1.00% 2.47% 3.61% 0.35%

2015 2.05% 0.54% -6.30% 4.44%
2014 4.22% -0.99% 2.02% --

Rank in Category (By Total Return)

YTD 25
1-Month 53
3-Month 25
1-Year 1
3-Year 4
5-Year 17

Load Adjusted Returns

1-Year 6.71%
3-Year 4.98%
5-Year 10.23%
10-Year 7.41%

Performance & Risk

YTD Return -4.42%
5y Average Return 8.68%
Rank in Category (ytd) 25
% 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 0.99%
Yield 2.28%
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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