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Nasdaq - Delayed Quote USD

American Funds 2065 Trgt Date Retire R2E (RBEOX)

17.07
+0.04
+(0.23%)
At close: 8:02:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.22%
5y Average Return 10.61%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Apr 30, 2025) 20.66%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 20.66%
Worst 3Y Total Return 3.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RBEOX
Category
YTD
-2.14%
0.00%
1-Month
-4.25%
0.00%
3-Month
-2.14%
0.00%
1-Year
4.30%
0.00%
3-Year
5.50%
0.00%
5-Year
12.62%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
13.30%
0.00%
Last Bear Market
-15.36%
0.00%

Annual Total Return (%) History

Year
RBEOX
Category
2025
--
--
2024
14.69%
--
2023
20.66%
--
2022
-20.32%
--
2021
16.37%
--
2020
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.14% -- -- --
2024 7.60% 1.63% 6.00% -1.06%
2023 6.18% 5.75% -3.79% 11.68%
2022 -8.10% -15.36% -5.67% 8.59%
2021 3.98% 6.47% -0.62% 5.77%
2020 19.13% 6.87% 13.33% --

Rank in Category (By Total Return)

YTD 96
1-Month 97
3-Month 96
1-Year 88
3-Year 79
5-Year 91

Load Adjusted Returns

1-Year 4.30%
3-Year 5.50%
5-Year 12.62%
10-Year --

Performance & Risk

YTD Return -1.22%
5y Average Return 10.61%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Fund Overview

Category Target-Date 2065+
Fund Family American Funds
Net Assets 4.23B
YTD Return -2.14%
Yield 0.50%
Morningstar Rating
Inception Date Mar 27, 2020

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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