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Nasdaq - Delayed Quote USD

American Funds 2050 Trgt Date Retire R4 (RDITX)

19.60
-0.26
(-1.31%)
As of 8:07:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -5.31%
5y Average Return 10.96%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 16, 2025) 26.15%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 26.15%
Worst 3Y Total Return 3.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RDITX
Category
YTD
-1.45%
11.99%
1-Month
-3.91%
1.08%
3-Month
-1.45%
6.55%
1-Year
5.36%
37.09%
3-Year
6.06%
13.69%
5-Year
13.24%
13.58%
10-Year
8.81%
10.11%
Last Bull Market
13.55%
19.71%
Last Bear Market
-14.84%
-18.27%

Annual Total Return (%) History

Year
RDITX
Category
2025
--
--
2024
15.02%
--
2023
20.38%
--
2022
-19.20%
--
2021
16.90%
--
2020
19.03%
15.25%
2019
24.61%
24.54%
2018
-5.92%
-8.41%

2017
22.15%
20.67%
2016
7.98%
8.22%
2015
0.28%
-2.01%
2014
6.64%
5.42%
2013
26.15%
21.02%
2012
16.42%
15.07%
2011
-2.70%
-3.82%
2010
12.65%
14.53%
2009
31.53%
32.02%
2008
-35.63%
-38.67%
2007
--
5.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.45% -- -- --
2024 7.59% 1.65% 6.20% -0.97%
2023 6.08% 5.61% -3.73% 11.62%
2022 -7.60% -14.84% -5.65% 8.82%
2021 4.07% 6.54% -0.53% 6.00%
2020 -17.63% 19.07% 7.06% 13.35%
2019 11.39% 3.19% -0.32% 8.76%
2018 0.46% 1.85% 3.24% -10.95%
2017 6.58% 3.87% 5.08% 5.01%
2016 0.41% 2.30% 4.51% 0.58%

2015 2.29% 0.77% -7.29% 4.93%
2014 1.46% 4.32% -1.15% 1.93%
2013 7.34% 1.78% 6.99% 7.93%
2012 10.73% -2.89% 5.73% 2.40%
2011 4.24% 0.83% -14.27% 7.98%
2010 3.20% -9.77% 12.48% 7.54%
2009 -7.15% 17.05% 14.99% 5.25%
2008 -7.81% -2.02% -11.52% -19.47%
2007 7.20% 3.64% -1.77% --

Rank in Category (By Total Return)

YTD 86
1-Month 88
3-Month 86
1-Year 60
3-Year 34
5-Year 74

Load Adjusted Returns

1-Year 5.36%
3-Year 6.06%
5-Year 13.24%
10-Year 8.81%

Performance & Risk

YTD Return -5.31%
5y Average Return 10.96%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family American Funds
Net Assets 33.82B
YTD Return -1.45%
Yield 1.02%
Morningstar Rating
Inception Date Nov 20, 2015

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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