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Nasdaq - Delayed Quote USD

American Funds 2035 Target Date Retirement Fund (REFTX)

17.87
-0.13
(-0.72%)
At close: 8:02:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.96%
5y Average Return 10.40%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 7, 2025) 25.94%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 25.94%
Worst 3Y Total Return 3.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
REFTX
Category
YTD
0.26%
9.49%
1-Month
-2.74%
1.04%
3-Month
0.26%
5.73%
1-Year
6.59%
29.95%
3-Year
5.65%
12.29%
5-Year
12.19%
12.13%
10-Year
8.45%
9.24%
Last Bull Market
12.26%
19.43%
Last Bear Market
-12.56%
-17.22%

Annual Total Return (%) History

Year
REFTX
Category
2025
--
--
2024
12.73%
--
2023
16.83%
--
2022
-16.27%
--
2021
15.41%
--
2020
17.55%
14.04%
2019
23.21%
22.04%
2018
-5.24%
-7.04%

2017
21.06%
18.43%
2016
7.94%
7.57%
2015
0.47%
-1.76%
2014
7.04%
5.24%
2013
25.94%
20.00%
2012
16.54%
14.64%
2011
-2.16%
-3.51%
2010
12.97%
14.28%
2009
31.82%
30.06%
2008
-35.43%
-37.04%
2007
--
7.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.26% -- -- --
2024 6.03% 1.33% 6.25% -1.25%
2023 5.12% 4.08% -3.28% 10.40%
2022 -6.24% -12.56% -5.63% 8.23%
2021 3.56% 5.79% -0.35% 5.72%
2020 -15.61% 17.08% 6.37% 11.85%
2019 10.62% 3.22% -0.07% 7.98%
2018 0.27% 1.74% 2.95% -9.77%
2017 6.32% 3.79% 4.80% 4.69%
2016 0.74% 2.37% 4.22% 0.43%

2015 2.18% 0.76% -6.89% 4.80%
2014 1.61% 4.35% -1.14% 2.12%
2013 7.33% 1.75% 6.98% 7.80%
2012 10.53% -2.63% 5.72% 2.43%
2011 4.27% 0.92% -13.91% 7.99%
2010 3.29% -9.44% 12.31% 7.53%
2009 -6.96% 16.91% 15.02% 5.36%
2008 -7.78% -1.91% -11.48% -19.37%
2007 7.19% 3.63% -1.67% --

Rank in Category (By Total Return)

YTD 45
1-Month 76
3-Month 45
1-Year 6
3-Year 5
5-Year 10

Load Adjusted Returns

1-Year 6.59%
3-Year 5.65%
5-Year 12.19%
10-Year 8.45%

Performance & Risk

YTD Return -5.96%
5y Average Return 10.40%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family American Funds
Net Assets 48.1B
YTD Return 0.26%
Yield 1.93%
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 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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