Nasdaq - Delayed Quote USD
American Funds 2050 Trgt Date Retire R2 (RBITX)
19.04
-0.25
(-1.30%)
As of 8:07:02 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -5.51% |
| 5y Average Return | 10.15% |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 16, 2025) | 25.25% |
| Worst 1Y Total Return (Apr 16, 2025) | -- |
| Best 3Y Total Return | 25.25% |
| Worst 3Y Total Return | 3.05% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RBITX
Category
- YTD
- -1.69%
- 11.99%
- 1-Month
- -4.02%
- 1.08%
- 3-Month
- -1.69%
- 6.55%
- 1-Year
- 4.54%
- 37.09%
- 3-Year
- 5.26%
- 13.69%
- 5-Year
- 12.40%
- 13.58%
- 10-Year
- 8.00%
- 10.11%
- Last Bull Market
- 13.08%
- 19.71%
- Last Bear Market
- -14.98%
- -18.27%
Annual Total Return (%) History
Year
RBITX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.69% | -- | -- | -- |
| 2024 | 7.40% | 1.49% | 5.98% | -1.14% |
| 2023 | 5.83% | 5.39% | -3.83% | 11.34% |
| 2022 | -7.76% | -14.98% | -5.85% | 8.67% |
| 2021 | 3.82% | 6.37% | -0.74% | 5.79% |
| 2020 | -17.81% | 18.91% | 6.83% | 13.22% |
| 2019 | 11.12% | 3.04% | -0.52% | 8.56% |
| 2018 | 0.27% | 1.68% | 3.04% | -11.10% |
| 2017 | 6.35% | 3.70% | 4.88% | 4.83% |
| 2016 | 0.17% | 2.17% | 4.25% | 0.39% |
| 2015 | 2.08% | 0.63% | -7.48% | 4.85% |
| 2014 | 1.31% | 4.14% | -1.32% | 1.76% |
| 2013 | 7.11% | 1.61% | 6.90% | 7.65% |
| 2012 | 10.48% | -3.02% | 5.48% | 2.29% |
| 2011 | 4.17% | 0.53% | -14.36% | 7.82% |
| 2010 | 3.11% | -9.86% | 12.10% | 7.36% |
| 2009 | -7.34% | 16.67% | 14.85% | 5.01% |
| 2008 | -8.02% | -2.23% | -11.62% | -19.61% |
| 2007 | 7.01% | 3.46% | -1.98% | -- |
Rank in Category (By Total Return)
| YTD | 93 |
| 1-Month | 95 |
| 3-Month | 93 |
| 1-Year | 87 |
| 3-Year | 81 |
| 5-Year | 93 |
Load Adjusted Returns
| 1-Year | 4.54% |
| 3-Year | 5.26% |
| 5-Year | 12.40% |
| 10-Year | 8.00% |
Performance & Risk
| YTD Return | -5.51% |
| 5y Average Return | 10.15% |
| Rank in Category (ytd) | 93 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2050 |
| Fund Family | American Funds |
| Net Assets | 33.82B |
| YTD Return | -1.69% |
| Yield | 0.35% |
| 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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