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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
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
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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