Nasdaq - Delayed Quote USD

American Funds 2030 Target Date Retirement Fund (RBETX)

17.28
-0.02
(-0.12%)
At close: May 23 at 8:02:02 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.10%
5y Average Return 7.76%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (May 23, 2025) 24.36%
Worst 1Y Total Return (May 23, 2025) --
Best 3Y Total Return 24.36%
Worst 3Y Total Return 1.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RBETX
Category
YTD
1.19%
7.97%
1-Month
0.47%
0.98%
3-Month
-1.45%
5.18%
1-Year
9.61%
25.53%
3-Year
6.29%
11.28%
5-Year
7.59%
10.98%
10-Year
6.22%
8.54%
Last Bull Market
10.60%
17.21%
Last Bear Market
-11.10%
-15.52%

Annual Total Return (%) History

Year
RBETX
Category
2025
--
--
2024
9.70%
--
2023
13.19%
--
2022
-15.43%
--
2021
11.94%
--
2020
13.92%
12.99%
2019
18.74%
20.07%
2018
-5.26%
-6.25%

2017
17.19%
16.57%
2016
6.53%
7.33%
2015
-0.52%
-1.79%
2014
5.89%
5.04%
2013
24.36%
16.65%
2012
15.23%
13.59%
2011
-2.73%
-2.26%
2010
11.83%
13.47%
2009
29.95%
28.87%
2008
-35.73%
-36.04%
2007
--
6.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.72% -- -- --
2024 4.57% 0.91% 5.90% -1.84%
2023 4.16% 2.84% -3.42% 9.41%
2022 -5.75% -11.10% -5.90% 7.28%
2021 2.68% 4.56% -0.51% 4.80%
2020 -12.79% 13.58% 5.10% 9.43%
2019 8.74% 2.84% 0.00% 6.18%
2018 -0.28% 1.06% 2.38% -8.18%
2017 5.28% 3.09% 3.97% 3.85%
2016 0.84% 2.17% 3.35% 0.04%

2015 1.92% 0.24% -6.49% 4.14%
2014 1.39% 3.96% -1.24% 1.72%
2013 7.02% 1.50% 6.56% 7.44%
2012 10.16% -2.77% 5.37% 2.10%
2011 4.10% 0.62% -13.70% 7.60%
2010 3.09% -9.46% 11.85% 7.12%
2009 -7.14% 16.37% 14.63% 4.92%
2008 -7.94% -2.23% -11.53% -19.29%
2007 6.70% 3.37% -1.94% --

Rank in Category (By Total Return)

YTD 36
1-Month 27
3-Month 61
1-Year 35
3-Year 53
5-Year 77

Load Adjusted Returns

1-Year 9.61%
3-Year 6.29%
5-Year 7.59%
10-Year 6.22%

Performance & Risk

YTD Return 3.10%
5y Average Return 7.76%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Target-Date 2030
Fund Family American Funds
Net Assets 48.53B
YTD Return 1.19%
Yield 1.33%
Morningstar Rating
Inception Date Nov 20, 2015

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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