Nasdaq - Delayed Quote USD
American Funds 2015 Trgt Date Retire R2 (RBJTX)
12.08
+0.10
+(0.83%)
At close: 6:47:02 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.50% |
| 5y Average Return | 5.22% |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 11, 2025) | 14.47% |
| Worst 1Y Total Return (Apr 11, 2025) | -- |
| Best 3Y Total Return | 14.47% |
| Worst 3Y Total Return | 1.04% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RBJTX
Category
- YTD
- 2.24%
- 5.24%
- 1-Month
- -1.05%
- 0.74%
- 3-Month
- 2.24%
- 3.92%
- 1-Year
- 6.65%
- 17.09%
- 3-Year
- 3.14%
- 9.13%
- 5-Year
- 6.56%
- 8.26%
- 10-Year
- 4.55%
- 6.90%
- Last Bull Market
- 9.11%
- 13.45%
- Last Bear Market
- -8.07%
- -10.49%
Annual Total Return (%) History
Year
RBJTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.24% | -- | -- | -- |
| 2024 | 2.81% | 0.58% | 5.94% | -2.10% |
| 2023 | 2.52% | 0.96% | -2.86% | 7.73% |
| 2022 | -3.88% | -8.07% | -5.53% | 6.37% |
| 2021 | 2.11% | 3.42% | -0.54% | 3.90% |
| 2020 | -8.97% | 8.72% | 3.19% | 6.39% |
| 2019 | 6.11% | 2.48% | 0.61% | 3.94% |
| 2018 | -1.22% | 0.44% | 1.50% | -4.44% |
| 2017 | 3.21% | 1.83% | 2.51% | 2.15% |
| 2016 | 2.45% | 2.49% | 1.59% | -0.28% |
| 2015 | 0.92% | -0.82% | -3.77% | 2.06% |
| 2014 | 1.51% | 3.24% | -0.72% | 1.44% |
| 2013 | 4.50% | 0.30% | 4.10% | 4.91% |
| 2012 | 6.17% | -1.06% | 3.84% | 1.27% |
| 2011 | 3.09% | 1.07% | -7.95% | 5.62% |
| 2010 | 2.34% | -5.71% | 8.60% | 4.08% |
| 2009 | -6.36% | 13.27% | 12.25% | 3.88% |
| 2008 | -6.05% | -2.01% | -9.56% | -15.45% |
| 2007 | 5.29% | 3.03% | -1.48% | -- |
Rank in Category (By Total Return)
| YTD | 4 |
| 1-Month | 25 |
| 3-Month | 4 |
| 1-Year | 4 |
| 3-Year | 50 |
| 5-Year | 57 |
Load Adjusted Returns
| 1-Year | 6.65% |
| 3-Year | 3.14% |
| 5-Year | 6.56% |
| 10-Year | 4.55% |
Performance & Risk
| YTD Return | -0.50% |
| 5y Average Return | 5.22% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2015 |
| Fund Family | American Funds |
| Net Assets | 4.8B |
| YTD Return | 2.24% |
| Yield | 2.07% |
| 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 continues past 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-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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