Unlock stock picks and a broker-level newsfeed that powers Wall Street.

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
2025
--
--
2024
8.68%
--
2023
10.04%
--
2022
-11.36%
--
2021
10.29%
--
2020
10.55%
10.79%
2019
15.28%
16.14%
2018
-3.08%
-4.49%

2017
12.50%
12.46%
2016
6.66%
6.23%
2015
-0.20%
-1.57%
2014
6.35%
4.72%
2013
18.28%
11.57%
2012
12.65%
11.68%
2011
0.77%
-0.22%
2010
10.85%
12.27%
2009
26.77%
24.25%
2008
-32.48%
-29.46%
2007
--
6.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
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.

Related Tickers