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Nasdaq - Delayed Quote USD

American Funds 2035 Target Date Retirement Fund (RBFTX)

17.15
-0.13
(-0.75%)
At close: 8:02:02 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.19%
5y Average Return 9.25%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 7, 2025) 24.71%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 24.71%
Worst 3Y Total Return 2.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RBFTX
Category
YTD
0.00%
9.49%
1-Month
-2.80%
1.04%
3-Month
0.00%
5.73%
1-Year
5.51%
29.95%
3-Year
4.56%
12.29%
5-Year
11.03%
12.13%
10-Year
7.32%
9.24%
Last Bull Market
11.55%
19.43%
Last Bear Market
-12.79%
-17.22%

Annual Total Return (%) History

Year
RBFTX
Category
2025
--
--
2024
11.56%
--
2023
15.64%
--
2022
-17.21%
--
2021
14.30%
--
2020
16.29%
14.04%
2019
21.90%
22.04%
2018
-6.20%
-7.04%

2017
19.72%
18.43%
2016
6.92%
7.57%
2015
-0.53%
-1.76%
2014
5.94%
5.24%
2013
24.71%
20.00%
2012
15.40%
14.64%
2011
-3.13%
-3.51%
2010
11.84%
14.28%
2009
30.36%
30.06%
2008
-36.04%
-37.04%
2007
--
7.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.00% -- -- --
2024 5.73% 1.11% 5.96% -1.51%
2023 4.84% 3.86% -3.59% 10.16%
2022 -6.55% -12.79% -5.86% 7.92%
2021 3.32% 5.55% -0.63% 5.48%
2020 -15.86% 16.85% 6.06% 11.52%
2019 10.36% 2.90% -0.34% 7.71%
2018 0.00% 1.44% 2.77% -10.03%
2017 5.98% 3.51% 4.49% 4.45%
2016 0.50% 2.17% 3.92% 0.19%

2015 1.99% 0.47% -7.14% 4.54%
2014 1.31% 4.04% -1.32% 1.86%
2013 7.04% 1.50% 6.67% 7.60%
2012 10.23% -2.89% 5.52% 2.17%
2011 4.01% 0.63% -14.08% 7.73%
2010 3.09% -9.69% 12.01% 7.25%
2009 -7.16% 16.58% 14.65% 5.05%
2008 -7.93% -2.23% -11.61% -19.62%
2007 6.90% 3.46% -2.05% --

Rank in Category (By Total Return)

YTD 73
1-Month 84
3-Month 73
1-Year 55
3-Year 55
5-Year 64

Load Adjusted Returns

1-Year 5.51%
3-Year 4.56%
5-Year 11.03%
10-Year 7.32%

Performance & Risk

YTD Return -6.19%
5y Average Return 9.25%
Rank in Category (ytd) 73
% 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 0.00%
Yield 0.98%
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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