Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

American Funds 2035 Trgt Date Retire R1 (RAFTX)

17.08
-0.13
(-0.76%)
At close: 8:02:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.21%
5y Average Return 9.25%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 7, 2025) 24.56%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 24.56%
Worst 3Y Total Return 2.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RAFTX
Category
YTD
0.00%
9.49%
1-Month
-2.81%
1.04%
3-Month
0.00%
5.73%
1-Year
5.55%
29.95%
3-Year
4.56%
12.29%
5-Year
11.03%
12.13%
10-Year
7.30%
9.24%
Last Bull Market
11.54%
19.43%
Last Bear Market
-12.82%
-17.22%

Annual Total Return (%) History

Year
RAFTX
Category
2025
--
--
2024
11.56%
--
2023
15.67%
--
2022
-17.19%
--
2021
14.25%
--
2020
16.30%
14.04%
2019
21.87%
22.04%
2018
-6.20%
-7.04%

2017
19.76%
18.43%
2016
6.80%
7.57%
2015
-0.57%
-1.76%
2014
5.81%
5.24%
2013
24.56%
20.00%
2012
15.37%
14.64%
2011
-3.14%
-3.51%
2010
11.80%
14.28%
2009
30.23%
30.06%
2008
-36.02%
-37.04%
2007
--
7.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.00% -- -- --
2024 5.69% 1.11% 5.99% -1.50%
2023 4.86% 3.81% -3.55% 10.17%
2022 -6.52% -12.82% -5.87% 7.95%
2021 3.27% 5.56% -0.63% 5.47%
2020 -15.87% 16.78% 6.06% 11.60%
2019 10.29% 2.90% -0.27% 7.67%
2018 0.00% 1.44% 2.71% -9.98%
2017 5.99% 3.51% 4.50% 4.45%
2016 0.51% 2.09% 3.94% 0.14%

2015 1.99% 0.47% -7.16% 4.52%
2014 1.31% 4.05% -1.32% 1.72%
2013 7.06% 1.41% 6.69% 7.53%
2012 10.26% -2.90% 5.43% 2.20%
2011 4.13% 0.63% -14.11% 7.62%
2010 3.10% -9.71% 12.04% 7.20%
2009 -7.32% 16.78% 14.65% 4.95%
2008 -8.02% -2.23% -11.62% -19.50%
2007 6.90% 3.46% -2.00% --

Rank in Category (By Total Return)

YTD 73
1-Month 85
3-Month 73
1-Year 52
3-Year 55
5-Year 64

Load Adjusted Returns

1-Year 5.55%
3-Year 4.56%
5-Year 11.03%
10-Year 7.30%

Performance & Risk

YTD Return -6.21%
5y Average Return 9.25%
Rank in Category (ytd) 73
% 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 0.00%
Yield 1.00%
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.

Related Tickers