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Nasdaq - Delayed Quote USD

American Funds 2025 Target Date Retirement Fund (RBEDX)

14.73
-0.07
(-0.47%)
As of 8:07:02 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.54%
5y Average Return 6.68%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 16, 2025) 16.83%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 16.83%
Worst 3Y Total Return 1.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RBEDX
Category
YTD
1.82%
6.61%
1-Month
-1.44%
0.92%
3-Month
1.82%
4.66%
1-Year
6.59%
21.54%
3-Year
3.77%
10.23%
5-Year
8.12%
9.75%
10-Year
5.88%
7.82%
Last Bull Market
9.86%
16.61%
Last Bear Market
-9.59%
-14.25%

Annual Total Return (%) History

Year
RBEDX
Category
2025
--
--
2024
8.41%
--
2023
11.15%
--
2022
-13.48%
--
2021
10.53%
--
2020
12.82%
11.84%
2019
16.83%
18.25%
2018
-4.18%
-5.34%

2017
14.41%
14.67%
2016
6.49%
6.73%
2015
-0.45%
-1.59%
2014
--
5.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.82% -- -- --
2024 3.56% 0.81% 6.02% -2.06%
2023 3.56% 1.90% -3.15% 8.77%
2022 -5.00% -9.59% -5.74% 6.87%
2021 2.18% 4.14% -0.43% 4.33%
2020 -10.40% 11.85% 4.25% 7.99%
2019 7.59% 2.81% 0.22% 5.39%
2018 -0.45% 0.91% 2.03% -6.51%
2017 4.47% 2.67% 3.38% 3.18%
2016 1.57% 2.23% 2.69% -0.13%

2015 1.56% -0.16% -5.01% 3.36%
2014 1.74% -- -- --

Rank in Category (By Total Return)

YTD 5
1-Month 20
3-Month 5
1-Year 2
3-Year 38
5-Year 64

Load Adjusted Returns

1-Year 6.59%
3-Year 3.77%
5-Year 8.12%
10-Year 5.88%

Performance & Risk

YTD Return -0.54%
5y Average Return 6.68%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family American Funds
Net Assets 32.37B
YTD Return 1.82%
Yield 2.06%
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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