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Nasdaq USD

American Funds 2055 Trgt Date Retire R2 (RBMTX)

24.10
+0.20
+(0.84%)
At close: 6:47:02 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.57%
5y Average Return 10.26%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Apr 11, 2025) 25.30%
Worst 1Y Total Return (Apr 11, 2025) --
Best 3Y Total Return 25.30%
Worst 3Y Total Return 2.94%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RBMTX
Category
YTD
-2.05%
12.13%
1-Month
-4.17%
1.09%
3-Month
-2.05%
6.61%
1-Year
4.13%
37.63%
3-Year
5.22%
13.82%
5-Year
12.29%
13.76%
10-Year
7.94%
10.29%
Last Bull Market
13.02%
19.35%
Last Bear Market
-15.33%
-17.99%

Annual Total Return (%) History

Year
RBMTX
Category
2025
--
--
2024
14.32%
--
2023
20.09%
--
2022
-20.38%
--
2021
15.97%
--
2020
18.12%
15.47%
2019
23.70%
24.91%
2018
-6.68%
-8.44%

2017
21.26%
21.08%
2016
7.21%
8.00%
2015
-0.44%
-1.71%
2014
5.89%
5.49%
2013
25.30%
23.14%
2012
15.60%
15.52%
2011
-3.33%
-4.13%
2010
--
14.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.05% -- -- --
2024 7.53% 1.56% 5.89% -1.14%
2023 6.09% 5.59% -3.90% 11.56%
2022 -8.09% -15.33% -5.75% 8.55%
2021 3.88% 6.38% -0.71% 5.70%
2020 -17.84% 18.90% 6.84% 13.17%
2019 11.19% 2.98% -0.47% 8.55%
2018 0.22% 1.67% 3.03% -11.11%
2017 6.33% 3.71% 4.86% 4.87%
2016 0.27% 2.15% 4.22% 0.43%

2015 2.08% 0.57% -7.47% 4.80%
2014 1.27% 4.10% -1.34% 1.80%
2013 7.20% 1.62% 6.76% 7.74%
2012 10.52% -2.97% 5.52% 2.17%
2011 4.16% 0.59% -14.44% 7.83%
2010 -9.92% 12.28% 7.32% --

Rank in Category (By Total Return)

YTD 98
1-Month 97
3-Month 98
1-Year 90
3-Year 84
5-Year 98

Load Adjusted Returns

1-Year 4.13%
3-Year 5.22%
5-Year 12.29%
10-Year 7.94%

Performance & Risk

YTD Return -5.57%
5y Average Return 10.26%
Rank in Category (ytd) 98
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family American Funds
Net Assets 24.1B
YTD Return -2.05%
Yield 0.23%
Morningstar Rating
Inception Date Feb 01, 2010

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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