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Nasdaq - Delayed Quote USD

American Funds 2065 Trgt Date Retire F2 (FBMTX)

17.29
+0.03
+(0.17%)
As of 8:05:39 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -1.03%
5y Average Return 11.38%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Apr 30, 2025) 21.41%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 21.41%
Worst 3Y Total Return 4.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FBMTX
Category
YTD
-1.95%
0.00%
1-Month
-4.14%
0.00%
3-Month
-1.95%
0.00%
1-Year
5.07%
0.00%
3-Year
6.27%
0.00%
5-Year
13.43%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
13.70%
0.00%
Last Bear Market
-15.21%
0.00%

Annual Total Return (%) History

Year
FBMTX
Category
2025
--
--
2024
15.58%
--
2023
21.41%
--
2022
-19.71%
--
2021
17.21%
--
2020
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.95% -- -- --
2024 7.86% 1.79% 6.16% -0.84%
2023 6.37% 5.92% -3.68% 11.88%
2022 -7.95% -15.21% -5.47% 8.82%
2021 4.18% 6.71% -0.43% 5.90%
2020 19.33% 7.11% 13.45% --

Rank in Category (By Total Return)

YTD 94
1-Month 92
3-Month 94
1-Year 70
3-Year 34
5-Year 75

Load Adjusted Returns

1-Year 5.07%
3-Year 6.27%
5-Year 13.43%
10-Year --

Performance & Risk

YTD Return -1.03%
5y Average Return 11.38%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Target-Date 2065+
Fund Family American Funds
Net Assets 4.23B
YTD Return -1.95%
Yield 1.06%
Morningstar Rating
Inception Date Mar 27, 2020

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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