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Nasdaq - Delayed Quote USD

American Funds 2010 Target Date Retirement Fund (RBATX)

11.50
-0.03
(-0.26%)
As of 8:07:02 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.35%
5y Average Return 4.99%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 16, 2025) 12.59%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 12.59%
Worst 3Y Total Return 1.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RBATX
Category
YTD
2.44%
4.29%
1-Month
-0.84%
0.67%
3-Month
2.44%
3.52%
1-Year
6.98%
14.76%
3-Year
3.15%
8.56%
5-Year
6.10%
7.48%
10-Year
4.27%
6.12%
Last Bull Market
9.04%
11.57%
Last Bear Market
-7.14%
-8.70%

Annual Total Return (%) History

Year
RBATX
Category
2025
--
--
2024
7.05%
--
2023
7.53%
--
2022
-10.21%
--
2021
8.16%
--
2020
8.06%
10.48%
2019
12.59%
13.86%
2018
-3.57%
-3.25%

2017
9.21%
10.15%
2016
6.40%
5.86%
2015
-1.93%
-1.18%
2014
5.67%
4.10%
2013
11.36%
8.30%
2012
9.40%
9.61%
2011
2.68%
0.91%
2010
8.74%
10.68%
2009
22.48%
22.42%
2008
-28.02%
-22.46%
2007
--
5.22%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.44% -- -- --
2024 2.51% 0.61% 5.90% -1.99%
2023 2.34% 0.55% -2.64% 7.33%
2022 -3.52% -7.14% -5.49% 6.04%
2021 1.89% 2.96% -0.49% 3.62%
2020 -7.94% 7.94% 2.91% 5.67%
2019 5.64% 2.34% 0.55% 3.58%
2018 -1.39% 0.38% 1.40% -3.93%
2017 2.88% 1.74% 2.28% 2.01%
2016 2.59% 2.53% 1.48% -0.32%

2015 0.78% -0.87% -3.63% 1.86%
2014 1.69% 3.33% -0.85% 1.43%
2013 3.92% -0.20% 3.27% 3.98%
2012 5.05% -0.32% 3.43% 1.01%
2011 2.77% 1.29% -6.27% 5.24%
2010 2.22% -4.22% 7.63% 3.20%
2009 -6.01% 12.35% 11.66% 3.88%
2008 -5.73% -1.92% -9.08% -14.37%
2007 4.99% 2.76% -1.61% --

Rank in Category (By Total Return)

YTD 5
1-Month 44
3-Month 5
1-Year 4
3-Year 55
5-Year 58

Load Adjusted Returns

1-Year 6.98%
3-Year 3.15%
5-Year 6.10%
10-Year 4.27%

Performance & Risk

YTD Return 0.35%
5y Average Return 4.99%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.70
Morningstar Risk Rating

Fund Overview

Category Target-Date 2000-2010
Fund Family American Funds
Net Assets 3.85B
YTD Return 2.44%
Yield 2.14%
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 continues past 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-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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