Nasdaq - Delayed Quote USD

American Funds 2055 Target Date Retirement Fund (REKTX)

28.43
+0.08
+(0.28%)
At close: 8:02:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.12%
5y Average Return 11.09%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Jun 9, 2025) 26.45%
Worst 1Y Total Return (Jun 9, 2025) --
Best 3Y Total Return 26.45%
Worst 3Y Total Return 4.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
REKTX
Category
YTD
5.08%
12.13%
1-Month
5.96%
1.09%
3-Month
2.63%
6.61%
1-Year
12.91%
37.63%
3-Year
11.74%
13.82%
5-Year
11.61%
13.76%
10-Year
9.52%
10.29%
Last Bull Market
13.69%
19.35%
Last Bear Market
-15.08%
-17.99%

Annual Total Return (%) History

Year
REKTX
Category
2025
--
--
2024
15.51%
--
2023
21.32%
--
2022
-19.52%
--
2021
17.19%
--
2020
19.42%
15.47%
2019
24.92%
24.91%
2018
-5.66%
-8.44%

2017
22.52%
21.08%
2016
8.34%
8.00%
2015
0.52%
-1.71%
2014
6.98%
5.49%
2013
26.45%
23.14%
2012
16.72%
15.52%
2011
-2.33%
-4.13%
2010
--
14.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.78% -- -- --
2024 7.83% 1.81% 6.17% -0.90%
2023 6.32% 5.89% -3.65% 11.85%
2022 -7.87% -15.08% -5.49% 8.83%
2021 4.14% 6.66% -0.46% 5.99%
2020 -17.56% 19.17% 7.12% 13.48%
2019 11.44% 3.26% -0.25% 8.83%
2018 0.53% 1.89% 3.30% -10.84%
2017 6.58% 4.04% 5.08% 5.16%
2016 0.53% 2.37% 4.57% 0.67%

2015 2.30% 0.87% -7.24% 5.02%
2014 1.52% 4.43% -1.12% 2.06%
2013 7.44% 1.83% 7.10% 7.92%
2012 10.70% -2.77% 5.79% 2.51%
2011 4.40% 0.84% -14.21% 8.15%
2010 -9.72% 12.54% 7.60% --

Rank in Category (By Total Return)

YTD 25
1-Month 1
3-Month 10
1-Year 1
3-Year 9
5-Year 57

Load Adjusted Returns

1-Year 12.91%
3-Year 11.74%
5-Year 11.61%
10-Year 9.52%

Performance & Risk

YTD Return 7.12%
5y Average Return 11.09%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family American Funds
Net Assets 25.81B
YTD Return 5.08%
Yield 1.11%
Morningstar Rating
Inception Date Feb 21, 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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