Nasdaq - Delayed Quote USD

American Funds 2025 Trgt Date Retire R6 (RFDTX)

15.37 -0.01 (-0.07%)
At close: June 14 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.91%
5y Average Return 6.97%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Jun 14, 2024) 23.76%
Worst 1Y Total Return (Jun 14, 2024) --
Best 3Y Total Return 23.76%
Worst 3Y Total Return 2.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RFDTX
Category
YTD
3.55%
6.61%
1-Month
2.57%
0.92%
3-Month
1.95%
4.66%
1-Year
12.11%
21.54%
3-Year
1.96%
10.23%
5-Year
7.19%
9.75%
10-Year
6.34%
7.82%
Last Bull Market
14.87%
16.61%
Last Bear Market
-9.42%
-14.25%

Annual Total Return (%) History

Year
RFDTX
Category
2024
--
--
2023
11.94%
--
2022
-12.74%
--
2021
11.44%
--
2020
13.67%
11.84%
2019
17.85%
18.25%
2018
-3.47%
-5.34%
2017
15.32%
14.67%

2016
7.36%
6.73%
2015
0.13%
-1.59%
2014
6.66%
5.07%
2013
23.76%
15.30%
2012
15.58%
13.03%
2011
-0.97%
-2.06%
2010
12.68%
13.29%
2009
--
28.32%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.82% -- -- --
2023 3.70% 2.14% -3.00% 8.96%
2022 -4.76% -9.42% -5.59% 7.14%
2021 2.39% 4.30% -0.18% 4.54%
2020 -10.26% 12.07% 4.50% 8.16%
2019 7.86% 2.97% 0.43% 5.65%
2018 -0.30% 1.12% 2.21% -6.32%
2017 4.66% 2.78% 3.64% 3.44%
2016 1.82% 2.38% 2.90% 0.10%
2015 1.63% 0.00% -4.82% 3.51%

2014 1.59% 4.04% -0.87% 1.80%
2013 6.88% 1.52% 6.34% 7.26%
2012 9.75% -2.27% 5.39% 2.25%
2011 4.14% 0.94% -12.45% 7.59%
2010 3.22% -8.44% 11.49% 6.93%
2009 4.91% -- -- --

Rank in Category (By Total Return)

YTD 57
1-Month 88
3-Month 56
1-Year 55
3-Year 5
5-Year 6

Load Adjusted Returns

1-Year 12.11%
3-Year 1.96%
5-Year 7.19%
10-Year 6.34%

Performance & Risk

YTD Return 4.91%
5y Average Return 6.97%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family American Funds
Net Assets 33.01B
YTD Return 3.55%
Yield 2.58%
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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