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Nasdaq - Delayed Quote USD

American Funds 2035 Trgt Date Retire R3 (RCFTX)

17.41
-0.13
(-0.74%)
At close: 8:02:04 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.10%
5y Average Return 9.74%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 7, 2025) 25.03%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 25.03%
Worst 3Y Total Return 2.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RCFTX
Category
YTD
0.11%
9.49%
1-Month
-2.76%
1.04%
3-Month
0.11%
5.73%
1-Year
5.99%
29.95%
3-Year
5.02%
12.29%
5-Year
11.53%
12.13%
10-Year
7.79%
9.24%
Last Bull Market
11.84%
19.43%
Last Bear Market
-12.74%
-17.22%

Annual Total Return (%) History

Year
RCFTX
Category
2025
--
--
2024
12.05%
--
2023
16.18%
--
2022
-16.82%
--
2021
14.79%
--
2020
16.81%
14.04%
2019
22.49%
22.04%
2018
-5.78%
-7.04%

2017
20.26%
18.43%
2016
7.31%
7.57%
2015
-0.09%
-1.76%
2014
6.36%
5.24%
2013
25.03%
20.00%
2012
15.93%
14.64%
2011
-2.76%
-3.51%
2010
12.24%
14.28%
2009
30.92%
30.06%
2008
-35.83%
-37.04%
2007
--
7.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.11% -- -- --
2024 5.83% 1.20% 6.09% -1.38%
2023 4.98% 3.93% -3.42% 10.26%
2022 -6.42% -12.74% -5.77% 8.10%
2021 3.40% 5.70% -0.57% 5.63%
2020 -15.76% 16.88% 6.25% 11.66%
2019 10.49% 3.01% -0.20% 7.84%
2018 0.14% 1.56% 2.88% -9.95%
2017 6.09% 3.63% 4.66% 4.52%
2016 0.58% 2.24% 4.05% 0.30%

2015 2.13% 0.54% -7.00% 4.62%
2014 1.46% 4.17% -1.23% 1.89%
2013 7.09% 1.59% 6.80% 7.61%
2012 10.40% -2.76% 5.47% 2.40%
2011 4.20% 0.72% -14.07% 7.81%
2010 3.20% -9.63% 12.18% 7.29%
2009 -7.14% 16.86% 14.85% 5.06%
2008 -7.91% -2.12% -11.56% -19.51%
2007 6.99% 3.55% -1.87% --

Rank in Category (By Total Return)

YTD 58
1-Month 79
3-Month 58
1-Year 27
3-Year 27
5-Year 30

Load Adjusted Returns

1-Year 5.99%
3-Year 5.02%
5-Year 11.53%
10-Year 7.79%

Performance & Risk

YTD Return -6.10%
5y Average Return 9.74%
Rank in Category (ytd) 58
% 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 0.11%
Yield 1.40%
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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