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Nasdaq - Delayed Quote USD

American Funds 2055 Target Date Retirement Fund (FBJTX)

23.29
-0.22
(-0.94%)
At close: 8:00:39 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -10.03%
5y Average Return 11.04%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Apr 7, 2025) 24.98%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 24.98%
Worst 3Y Total Return 3.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FBJTX
Category
YTD
-1.80%
12.13%
1-Month
-4.07%
1.09%
3-Month
-1.80%
6.61%
1-Year
5.19%
37.63%
3-Year
6.29%
13.82%
5-Year
13.42%
13.76%
10-Year
9.03%
10.29%
Last Bull Market
13.66%
19.35%
Last Bear Market
-15.09%
-17.99%

Annual Total Return (%) History

Year
FBJTX
Category
2025
--
--
2024
15.49%
--
2023
21.29%
--
2022
-19.57%
--
2021
17.19%
--
2020
19.29%
15.47%
2019
24.98%
24.91%
2018
-5.75%
-8.44%

2017
22.53%
21.08%
2016
8.22%
8.00%
2015
0.49%
-1.71%
2014
--
5.49%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.80% -- -- --
2024 7.82% 1.78% 6.16% -0.87%
2023 6.33% 5.90% -3.64% 11.78%
2022 -7.86% -15.09% -5.53% 8.82%
2021 4.18% 6.63% -0.46% 5.98%
2020 -17.59% 19.14% 7.13% 13.42%
2019 11.47% 3.24% -0.21% 8.82%
2018 0.48% 1.91% 3.27% -10.87%
2017 6.62% 4.00% 5.05% 5.19%
2016 0.47% 2.39% 4.53% 0.64%

2015 2.25% 0.88% -7.29% 5.08%
2014 4.31% -1.07% 2.01% --

Rank in Category (By Total Return)

YTD 94
1-Month 92
3-Month 94
1-Year 68
3-Year 26
5-Year 74

Load Adjusted Returns

1-Year 5.19%
3-Year 6.29%
5-Year 13.42%
10-Year 9.03%

Performance & Risk

YTD Return -10.03%
5y Average Return 11.04%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family American Funds
Net Assets 24.1B
YTD Return -1.80%
Yield 1.17%
Morningstar Rating
Inception Date Jan 27, 2017

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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