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American Funds 2035 Target Date Retirement Fund (FBFTX)

19.99
+0.05
+(0.25%)
At close: 8:00:41 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.34%
5y Average Return 9.96%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Jun 2, 2025) 23.15%
Worst 1Y Total Return (Jun 2, 2025) --
Best 3Y Total Return 23.15%
Worst 3Y Total Return 3.28%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FBFTX
Category
YTD
0.90%
9.49%
1-Month
0.63%
1.04%
3-Month
-2.10%
5.73%
1-Year
10.83%
29.95%
3-Year
8.39%
12.29%
5-Year
10.30%
12.13%
10-Year
8.28%
9.24%
Last Bull Market
12.17%
19.43%
Last Bear Market
-12.58%
-17.22%

Annual Total Return (%) History

Year
FBFTX
Category
2025
--
--
2024
12.66%
--
2023
16.84%
--
2022
-16.31%
--
2021
15.42%
--
2020
17.49%
14.04%
2019
23.15%
22.04%
2018
-5.28%
-7.04%

2017
20.95%
18.43%
2016
7.89%
7.57%
2015
0.51%
-1.76%
2014
--
5.24%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.26% -- -- --
2024 5.93% 1.40% 6.21% -1.24%
2023 5.11% 4.06% -3.31% 10.48%
2022 -6.25% -12.58% -5.63% 8.21%
2021 3.59% 5.79% -0.36% 5.70%
2020 -15.62% 17.08% 6.36% 11.81%
2019 10.63% 3.18% -0.07% 7.96%
2018 0.27% 1.68% 2.98% -9.78%
2017 6.20% 3.82% 4.76% 4.72%
2016 0.66% 2.38% 4.25% 0.42%

2015 2.20% 0.77% -6.94% 4.87%
2014 4.29% -1.07% 1.98% --

Rank in Category (By Total Return)

YTD 27
1-Month 13
3-Month 58
1-Year 4
3-Year 3
5-Year 13

Load Adjusted Returns

1-Year 10.83%
3-Year 8.39%
5-Year 10.30%
10-Year 8.28%

Performance & Risk

YTD Return 5.34%
5y Average Return 9.96%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family American Funds
Net Assets 48.29B
YTD Return 0.90%
Yield 1.90%
Morningstar Rating
Inception Date Nov 20, 2015

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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