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Nasdaq - Delayed Quote USD

American Funds 2055 Trgt Date Retire R4 (RDJTX)

24.58
-0.33
(-1.32%)
As of 8:07:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -5.68%
5y Average Return 10.85%
Number of Years Up 11
Number of Years Down 3
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 3.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RDJTX
Category
YTD
-1.84%
12.13%
1-Month
-4.09%
1.09%
3-Month
-1.84%
6.61%
1-Year
4.90%
37.63%
3-Year
6.01%
13.82%
5-Year
13.13%
13.76%
10-Year
8.75%
10.29%
Last Bull Market
13.54%
19.35%
Last Bear Market
-15.17%
-17.99%

Annual Total Return (%) History

Year
RDJTX
Category
2025
--
--
2024
15.16%
--
2023
21.01%
--
2022
-19.77%
--
2021
16.82%
--
2020
19.00%
15.47%
2019
24.60%
24.91%
2018
-5.92%
-8.44%

2017
22.15%
21.08%
2016
7.93%
8.00%
2015
0.25%
-1.71%
2014
6.70%
5.49%
2013
26.15%
23.14%
2012
16.36%
15.52%
2011
-2.71%
-4.13%
2010
--
14.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.84% -- -- --
2024 7.75% 1.71% 6.10% -0.97%
2023 6.29% 5.82% -3.74% 11.77%
2022 -7.88% -15.17% -5.55% 8.70%
2021 4.06% 6.61% -0.54% 5.88%
2020 -17.68% 19.14% 7.05% 13.35%
2019 11.37% 3.19% -0.31% 8.76%
2018 0.48% 1.86% 3.18% -10.91%
2017 6.56% 3.89% 5.01% 5.08%
2016 0.40% 2.32% 4.48% 0.56%

2015 2.18% 0.75% -7.30% 5.04%
2014 1.46% 4.32% -1.13% 1.96%
2013 7.39% 1.76% 7.06% 7.82%
2012 10.73% -2.86% 5.72% 2.33%
2011 4.23% 0.85% -14.33% 8.04%
2010 -9.73% 12.45% 7.55% --

Rank in Category (By Total Return)

YTD 94
1-Month 92
3-Month 94
1-Year 76
3-Year 46
5-Year 86

Load Adjusted Returns

1-Year 4.90%
3-Year 6.01%
5-Year 13.13%
10-Year 8.75%

Performance & Risk

YTD Return -5.68%
5y Average Return 10.85%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family American Funds
Net Assets 24.1B
YTD Return -1.84%
Yield 0.91%
Morningstar Rating
Inception Date Aug 29, 2014

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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