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Nasdaq - Delayed Quote USD

American Funds 2035 Trgt Date Retire F3 (FDFTX)

18.44
+0.20
+(1.10%)
At close: 8:05:43 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.74%
5y Average Return 10.44%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 11, 2025) 23.21%
Worst 1Y Total Return (Apr 11, 2025) --
Best 3Y Total Return 23.21%
Worst 3Y Total Return 3.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FDFTX
Category
YTD
0.32%
9.49%
1-Month
-2.71%
1.04%
3-Month
0.32%
5.73%
1-Year
6.71%
29.95%
3-Year
5.72%
12.29%
5-Year
12.25%
12.13%
10-Year
8.50%
9.24%
Last Bull Market
12.25%
19.43%
Last Bear Market
-12.55%
-17.22%

Annual Total Return (%) History

Year
FDFTX
Category
2025
--
--
2024
12.72%
--
2023
16.90%
--
2022
-16.25%
--
2021
15.53%
--
2020
17.61%
14.04%
2019
23.21%
22.04%
2018
-5.15%
-7.04%

2017
--
18.43%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.32% -- -- --
2024 5.97% 1.40% 6.25% -1.26%
2023 5.10% 4.12% -3.31% 10.48%
2022 -6.29% -12.55% -5.62% 8.29%
2021 3.58% 5.84% -0.36% 5.76%
2020 -15.60% 17.13% 6.35% 11.87%
2019 10.61% 3.18% 0.00% 7.96%
2018 0.27% 1.75% 2.97% -9.72%
2017 3.81% 4.76% 4.78% --

Rank in Category (By Total Return)

YTD 37
1-Month 73
3-Month 37
1-Year 4
3-Year 2
5-Year 9

Load Adjusted Returns

1-Year 6.71%
3-Year 5.72%
5-Year 12.25%
10-Year 8.50%

Performance & Risk

YTD Return -2.74%
5y Average Return 10.44%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family American Funds
Net Assets 48.1B
YTD Return 0.32%
Yield 1.99%
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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