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Nasdaq - Delayed Quote USD

American Funds 2010 Trgt Date Retire R4 (RDATX)

11.66
-0.03
(-0.26%)
As of 8:07:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.60%
5y Average Return 5.78%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 16, 2025) 13.42%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 13.42%
Worst 3Y Total Return 1.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RDATX
Category
YTD
2.67%
4.29%
1-Month
-0.83%
0.67%
3-Month
2.67%
3.52%
1-Year
7.77%
14.76%
3-Year
3.92%
8.56%
5-Year
6.90%
7.48%
10-Year
5.05%
6.12%
Last Bull Market
9.54%
11.57%
Last Bear Market
-6.96%
-8.70%

Annual Total Return (%) History

Year
RDATX
Category
2025
--
--
2024
7.85%
--
2023
8.32%
--
2022
-9.47%
--
2021
8.95%
--
2020
8.83%
10.48%
2019
13.42%
13.86%
2018
-2.80%
-3.25%

2017
9.98%
10.15%
2016
7.13%
5.86%
2015
-1.15%
-1.18%
2014
6.37%
4.10%
2013
12.09%
8.30%
2012
10.17%
9.61%
2011
3.36%
0.91%
2010
9.53%
10.68%
2009
23.33%
22.42%
2008
-27.44%
-22.46%
2007
--
5.22%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.67% -- -- --
2024 2.75% 0.78% 6.16% -1.89%
2023 2.50% 0.81% -2.51% 7.52%
2022 -3.25% -6.96% -5.32% 6.22%
2021 2.13% 3.17% -0.32% 3.74%
2020 -7.78% 8.15% 3.14% 5.80%
2019 5.88% 2.50% 0.72% 3.76%
2018 -1.10% 0.56% 1.57% -3.77%
2017 3.15% 1.81% 2.53% 2.13%
2016 2.77% 2.70% 1.66% -0.16%

2015 1.07% -0.77% -3.39% 2.02%
2014 1.88% 3.49% -0.66% 1.56%
2013 4.10% 0.00% 3.43% 4.11%
2012 5.23% -0.11% 3.60% 1.16%
2011 2.85% 1.49% -5.99% 5.33%
2010 2.43% -4.07% 7.78% 3.42%
2009 -5.98% 12.72% 11.81% 4.08%
2008 -5.51% -1.71% -9.01% -14.14%
2007 5.18% 2.94% -1.39% --

Rank in Category (By Total Return)

YTD 2
1-Month 38
3-Month 2
1-Year 3
3-Year 10
5-Year 28

Load Adjusted Returns

1-Year 7.77%
3-Year 3.92%
5-Year 6.90%
10-Year 5.05%

Performance & Risk

YTD Return 0.60%
5y Average Return 5.78%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.70
Morningstar Risk Rating

Fund Overview

Category Target-Date 2000-2010
Fund Family American Funds
Net Assets 3.85B
YTD Return 2.67%
Yield 2.84%
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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