Nasdaq - Delayed Quote USD
American Funds 2020 Trgt Date Retire R4 (RDCTX)
13.38
-0.05
(-0.37%)
As of 8:07:05 AM EDT. Market Open.
Performance Overview
Morningstar Return Rating | -- |
YTD Return | -0.15% |
5y Average Return | 6.41% |
Number of Years Up | 13 |
Number of Years Down | 4 |
Best 1Y Total Return (Apr 16, 2025) | 18.28% |
Worst 1Y Total Return (Apr 16, 2025) | -- |
Best 3Y Total Return | 18.28% |
Worst 3Y Total Return | 1.96% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RDCTX
Category
- YTD
- 2.16%
- 5.78%
- 1-Month
- -1.23%
- 0.81%
- 3-Month
- 2.16%
- 4.21%
- 1-Year
- 7.47%
- 18.91%
- 3-Year
- 4.10%
- 9.48%
- 5-Year
- 7.72%
- 8.82%
- 10-Year
- 5.70%
- 7.36%
- Last Bull Market
- 10.12%
- 14.92%
- Last Bear Market
- -8.48%
- -12.14%
Annual Total Return (%) History
Year
RDCTX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 2.16% | -- | -- | -- |
2024 | 3.32% | 0.90% | 6.29% | -1.92% |
2023 | 3.04% | 1.44% | -2.91% | 8.43% |
2022 | -4.00% | -8.48% | -5.59% | 6.87% |
2021 | 2.33% | 3.77% | -0.34% | 4.22% |
2020 | -8.96% | 9.68% | 3.64% | 6.84% |
2019 | 6.77% | 2.73% | 0.63% | 4.45% |
2018 | -0.72% | 0.80% | 1.91% | -4.98% |
2017 | 3.94% | 2.27% | 3.05% | 2.71% |
2016 | 2.08% | 2.31% | 2.25% | -0.12% |
2015 | 1.48% | -0.43% | -4.04% | 2.93% |
2014 | 1.60% | 3.68% | -0.68% | 1.64% |
2013 | 5.46% | 0.88% | 5.03% | 5.85% |
2012 | 7.55% | -1.47% | 4.57% | 1.66% |
2011 | 3.53% | 1.17% | -9.68% | 6.53% |
2010 | 2.72% | -6.79% | 10.00% | 5.25% |
2009 | -6.58% | 14.87% | 13.22% | 4.34% |
2008 | -7.10% | -2.01% | -10.27% | -17.33% |
2007 | 6.39% | 3.38% | -1.54% | -- |
Rank in Category (By Total Return)
YTD | 6 |
1-Month | 20 |
3-Month | 6 |
1-Year | 2 |
3-Year | 6 |
5-Year | 34 |
Load Adjusted Returns
1-Year | 7.47% |
3-Year | 4.10% |
5-Year | 7.72% |
10-Year | 5.70% |
Performance & Risk
YTD Return | -0.15% |
5y Average Return | 6.41% |
Rank in Category (ytd) | 6 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.80 |
Morningstar Risk Rating |
Fund Overview
Category | Target-Date 2020 |
Fund Family | American Funds |
Net Assets | 15.01B |
YTD Return | 2.16% |
Yield | 2.62% |
Morningstar Rating | |
Inception Date | Feb 01, 2007 |
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 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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