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

Nasdaq - Delayed Quote USD

American Funds 2020 Target Date Retirement Fund (RBCTX)

13.12
-0.05
(-0.38%)
As of 8:07:02 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.30%
5y Average Return 5.61%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 16, 2025) 17.43%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 17.43%
Worst 3Y Total Return 1.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RBCTX
Category
YTD
2.05%
5.78%
1-Month
-1.32%
0.81%
3-Month
2.05%
4.21%
1-Year
6.63%
18.91%
3-Year
3.35%
9.48%
5-Year
6.92%
8.82%
10-Year
4.92%
7.36%
Last Bull Market
9.62%
14.92%
Last Bear Market
-8.56%
-12.14%

Annual Total Return (%) History

Year
RBCTX
Category
2025
--
--
2024
7.77%
--
2023
9.21%
--
2022
-11.96%
--
2021
9.39%
--
2020
9.81%
10.79%
2019
14.37%
16.14%
2018
-3.80%
-4.49%

2017
11.64%
12.46%
2016
5.95%
6.23%
2015
-0.90%
-1.57%
2014
5.61%
4.72%
2013
17.43%
11.57%
2012
11.93%
11.68%
2011
0.10%
-0.22%
2010
10.05%
12.27%
2009
25.84%
24.25%
2008
-32.95%
-29.46%
2007
--
6.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.05% -- -- --
2024 3.14% 0.68% 6.12% -2.20%
2023 2.84% 1.22% -3.05% 8.22%
2022 -4.21% -8.56% -5.78% 6.68%
2021 2.07% 3.62% -0.56% 4.01%
2020 -9.09% 9.40% 3.55% 6.63%
2019 6.60% 2.52% 0.40% 4.24%
2018 -0.89% 0.65% 1.70% -5.17%
2017 3.72% 2.13% 2.76% 2.55%
2016 1.93% 2.16% 2.11% -0.35%

2015 1.32% -0.52% -4.27% 2.71%
2014 1.44% 3.56% -0.94% 1.49%
2013 5.31% 0.69% 4.81% 5.67%
2012 7.39% -1.59% 4.31% 1.53%
2011 3.45% 0.97% -9.91% 6.38%
2010 2.62% -6.97% 9.74% 5.04%
2009 -6.76% 14.67% 13.07% 4.10%
2008 -7.23% -2.13% -10.44% -17.54%
2007 6.09% 3.20% -1.74% --

Rank in Category (By Total Return)

YTD 6
1-Month 26
3-Month 6
1-Year 6
3-Year 49
5-Year 73

Load Adjusted Returns

1-Year 6.63%
3-Year 3.35%
5-Year 6.92%
10-Year 4.92%

Performance & Risk

YTD Return -0.30%
5y Average Return 5.61%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family American Funds
Net Assets 15.01B
YTD Return 2.05%
Yield 1.91%
Morningstar Rating
Inception Date Feb 01, 2007

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 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

USERX U.S. Global Investors Gold & Precious Metals Fund
16.76
+3.39%
 
FGADX Franklin Gold and Precious Metals Adv
30.15
+3.04%
 
FGPMX Franklin Gold and Precious Metals R6
30.65
+3.03%
 
FRGOX Franklin Gold and Precious Metals C
23.62
+3.01%
 
FKRCX Franklin Gold and Precious Metals A
27.45
+3.00%
 
INIYX VanEck International Investors Gold Y
16.63
+2.72%
 
INIIX VanEck International Investors Gold I
22.72
+2.71%
 
INIVX VanEck International Investors Gold A
16.02
+2.69%
 
AVALX Aegis Value I
40.79
+2.59%
 
FEURX First Eagle Gold R6
38.34
+2.10%
 
FNARX Fidelity Natural Resources Fund
41.34
+1.52%
 
ENPIX ProFunds UltraSector Energy Fund
34.84
+1.22%
 
ENPSX ProFunds UltraSector Energy Fund
29.49
+1.20%
 
BIVIX Invenomic Institutional
16.74
+0.97%
 
BIVRX Invenomic Investor
16.39
+0.92%
 
CPCEX Counterpoint Tactical Equity C
21.28
+0.90%
 
BIVSX Invenomic Super Institutional
16.98
+0.89%
 
CPAEX Counterpoint Tactical Equity A
22.80
+0.88%
 
CPIEX Counterpoint Tactical Equity I
23.32
+0.87%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
35.61
+0.79%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
37.34
+0.78%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
35.33
+0.77%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
31.69
+0.76%
 
RYGBX Rydex Government Long Bd 1.2x Strat Inv
103.78
+0.75%
 
KNPAX Kinetics Paradigm Adv A
138.46
+0.70%
 
KNPCX Kinetics Paradigm Adv C
122.80
+0.70%
 
KNPYX Kinetics Paradigm Instl
148.21
+0.69%
 
WWNPX Kinetics Paradigm No Load
146.05
+0.69%
 
FIQRX Fidelity Advisor Global Commodity Stk Z
17.61
+0.69%
 
HNRIX Hennessy Energy Transition Instl
25.58
+0.67%
 
COBYX The Cook & Bynum
16.82
+0.66%
 
HNRGX Hennessy Energy Transition Investor
24.99
+0.64%
 
MOWNX Moerus Worldwide Value N
16.38
+0.61%
 
MOWIX Moerus Worldwide Value Institutional
16.42
+0.55%
 
KMKNX Kinetics Market Opportunities No Load
82.32
+0.49%
 
KMKCX Kinetics Market Opportunities Adv C
76.49
+0.49%
 
KMKAX Kinetics Market Opportunities Adv A
80.78
+0.49%
 
KMKYX Kinetics Market Opportunities Inst
83.77
+0.48%
 
KSCYX Kinetics Small Cap Opportunities Inst
185.03
+0.47%
 
KSOAX Kinetics Small Cap Opportunities Adv A
172.54
+0.47%
 
KSCOX Kinetics Small Cap Opportunities No Load
180.32
+0.46%
 
KSOCX Kinetics Small Cap Opportunities Adv C
161.17
+0.46%
 
KINAX Kinetics Internet Adv A
89.13
+0.45%
 
WWWFX Kinetics Internet No Load
98.98
+0.45%
 
KINCX Kinetics Internet Adv C
72.38
+0.44%
 
RMLPX Recurrent MLP & Infrastructure Class I
22.87
+0.44%
 
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
32.53
+0.43%
 
VGISX Virtus Duff & Phelps Glb Rl Estt Secs I
32.61
+0.43%
 
CADOX Columbia Minnesota Tax-Exempt Inst2
18.84
+0.43%
 
CMNZX Columbia Minnesota Tax-Exempt Inst
18.85
+0.43%
 
VGSCX Virtus Duff & Phelps Glb Rl Estt Secs C
31.63
+0.41%
 
NGJFX Nuveen Global Real Estate Securities R6
17.87
+0.39%
 
NGJIX Nuveen Global Real Estate Securities I
17.87
+0.39%
 
VGSAX Virtus Duff & Phelps Glb Rl Estt Secs A
33.65
+0.39%
 
CNFRX Columbia Bond Inst2
29.52
+0.37%
 
CNDAX Columbia Bond A
29.60
+0.37%
 
CBFYX Columbia Bond Inst3
29.66
+0.37%
 
CNYRX Columbia Strat New York Muncpl Inc Inst2
25.03
+0.36%
 
GLIFX Lazard Global Listed Infrastructure Portfolio
16.69
+0.36%
 
GLFOX Lazard Global Listed Infrastructure Portfolio
16.70
+0.36%
 
CNYZX Columbia Strat New York Muncpl Inc Inst
25.09
+0.36%
 
CNTYX Columbia Strat New York Muncpl Inc Inst3
25.11
+0.36%
 
CCAZX Columbia Strat CA Muncpl Inc Inst
25.87
+0.35%
 
CCXYX Columbia Strategic California Municipal Income Fund
26.01
+0.35%
 
UMMDX Columbia Bond Fund - S
29.59
+0.34%
 
UMMGX Columbia Bond Fund
29.59
+0.34%
 
VCOBX Vanguard Core Bond Fund
17.88
+0.34%
 
CLDIX Calvert Core Bond I
15.66
+0.32%
 
PGRQX PGIM Global Real Estate R6
19.00
+0.32%
 
KGLAX Kinetics The Global Fund
16.13
+0.31%
 
GIUSX Guggenheim Core Bond Fund Institutional
16.17
+0.31%
 
SIUSX Guggenheim Core Bond Fund A
16.19
+0.31%
 
WWWEX Kinetics Global No Load
16.26
+0.31%
 
PTIMX Performance Trust Municipal Bond Instl
21.98
+0.31%
 
GIBAX Guggenheim Total Return Bond A
23.55
+0.30%
 
GIBIX Guggenheim Total Return Bond Instl
23.57
+0.30%
 
GIBRX Guggenheim Total Return Bond R6
23.58
+0.30%
 
BISRX Brandes International Small Cap Equity Fund
20.65
+0.29%
 
MGBIX AMG GW&K ESG Bond I
21.52
+0.28%
 
PTAOX Performance Trust Total Return Bd A
19.50
+0.27%
 
VGCAX Vanguard Global Credit Bond Admiral
18.91
+0.27%
 
BINCX Brandes International Small Cap Equity Fund
19.44
+0.26%
 
CLDAX Calvert Core Bond A
15.63
+0.26%
 
CLDRX Calvert Core Bond Income R6
15.65
+0.26%
 
SIUPX Guggenheim Core Bond Fund P
16.20
+0.25%
 
BISAX Brandes International Small Cap Equity Fund
20.35
+0.25%
 
BISMX Brandes International Small Cap Equity Fund
20.50
+0.24%
 
PTIAX Performance Trust Total Return Bd Inst
19.47
+0.24%
 
LSIZX Columbia Strategic Income Inst
21.26
+0.24%
 
NPSAX Nuveen Preferred Secs & Inc A
15.23
+0.20%
 
NPSRX Nuveen Preferred Secs & Inc I
15.25
+0.20%
 
NPSFX Nuveen Preferred Secs & Inc R6
15.29
+0.20%
 
CPHUX Columbia Strategic Income Inst3
21.18
+0.19%
 
CTIVX Columbia Strategic Income Inst2
21.28
+0.19%
 
VLPAX Virtus Duff & Phelps Sel MLP & Engy A
16.20
+0.19%
 
DPIIX Destra Flaherty & Crumrine Preferred and Income Fund
16.36
+0.18%
 
DPIAX Destra Flaherty & Crumrine Preferred and Income Fund
16.44
+0.18%
 
BLUEX AMG Veritas Global Real Return I
39.62
+0.18%
 
AIFRX abrdn Global Infrastructure Instl
23.93
+0.17%
 
GMODX GMO Opportunistic Income Fund
24.35
+0.16%