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Nasdaq - Delayed Quote USD

American Funds 2035 Target Date Retirement Fund (RBEFX)

17.26
-0.12
(-0.69%)
At close: 8:02:02 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.16%
5y Average Return 9.58%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 7, 2025) 22.35%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 22.35%
Worst 3Y Total Return 2.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RBEFX
Category
YTD
0.11%
9.49%
1-Month
-2.73%
1.04%
3-Month
0.11%
5.73%
1-Year
5.84%
29.95%
3-Year
4.88%
12.29%
5-Year
11.37%
12.13%
10-Year
7.66%
9.24%
Last Bull Market
11.77%
19.43%
Last Bear Market
-12.72%
-17.22%

Annual Total Return (%) History

Year
RBEFX
Category
2025
--
--
2024
11.87%
--
2023
15.96%
--
2022
-16.92%
--
2021
14.64%
--
2020
16.57%
14.04%
2019
22.35%
22.04%
2018
-5.95%
-7.04%

2017
20.18%
18.43%
2016
7.13%
7.57%
2015
-0.03%
-1.76%
2014
--
5.24%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.11% -- -- --
2024 5.82% 1.15% 6.03% -1.43%
2023 4.88% 3.90% -3.45% 10.22%
2022 -6.47% -12.72% -5.82% 8.07%
2021 3.42% 5.57% -0.52% 5.54%
2020 -15.85% 16.92% 6.16% 11.61%
2019 10.47% 2.95% -0.20% 7.79%
2018 0.07% 1.50% 2.82% -9.94%
2017 6.10% 3.56% 4.61% 4.56%
2016 0.50% 2.24% 4.05% 0.21%

2015 2.12% 0.62% -7.03% 4.66%
2014 2.01% -- -- --

Rank in Category (By Total Return)

YTD 58
1-Month 73
3-Month 58
1-Year 35
3-Year 37
5-Year 39

Load Adjusted Returns

1-Year 5.84%
3-Year 4.88%
5-Year 11.37%
10-Year 7.66%

Performance & Risk

YTD Return -6.16%
5y Average Return 9.58%
Rank in Category (ytd) 58
% 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 0.11%
Yield 1.27%
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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