Nasdaq - Delayed Quote USD

American Funds 2050 Trgt Date Retire R6 (RFITX)

21.07
+0.03
+(0.14%)
At close: 8:07:09 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.81%
5y Average Return 11.97%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (May 7, 2025) 26.65%
Worst 1Y Total Return (May 7, 2025) --
Best 3Y Total Return 26.65%
Worst 3Y Total Return 4.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RFITX
Category
YTD
-0.57%
11.99%
1-Month
0.82%
1.08%
3-Month
-4.15%
6.55%
1-Year
10.58%
37.09%
3-Year
9.78%
13.69%
5-Year
11.59%
13.58%
10-Year
9.08%
10.11%
Last Bull Market
13.77%
19.71%
Last Bear Market
-14.76%
-18.27%

Annual Total Return (%) History

Year
RFITX
Category
2025
--
--
2024
15.43%
--
2023
20.83%
--
2022
-18.89%
--
2021
17.27%
--
2020
19.42%
15.25%
2019
25.04%
24.54%
2018
-5.61%
-8.41%

2017
22.61%
20.67%
2016
8.33%
8.22%
2015
0.65%
-2.01%
2014
7.02%
5.42%
2013
26.65%
21.02%
2012
16.72%
15.07%
2011
-2.28%
-3.82%
2010
13.07%
14.53%
2009
--
32.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.39% -- -- --
2024 7.68% 1.73% 6.28% -0.85%
2023 6.15% 5.68% -3.58% 11.72%
2022 -7.49% -14.76% -5.53% 8.88%
2021 4.20% 6.58% -0.43% 6.05%
2020 -17.62% 19.23% 7.19% 13.43%
2019 11.46% 3.30% -0.26% 8.88%
2018 0.53% 1.90% 3.35% -10.84%
2017 6.62% 3.99% 5.12% 5.20%
2016 0.49% 2.37% 4.56% 0.71%

2015 2.28% 0.92% -7.25% 5.12%
2014 1.54% 4.39% -1.07% 2.06%
2013 7.52% 1.77% 7.15% 8.02%
2012 10.71% -2.67% 5.71% 2.48%
2011 4.34% 0.94% -14.23% 8.18%
2010 3.44% -9.75% 12.45% 7.71%
2009 5.40% -- -- --

Rank in Category (By Total Return)

YTD 61
1-Month 9
3-Month 84
1-Year 33
3-Year 7
5-Year 49

Load Adjusted Returns

1-Year 10.58%
3-Year 9.78%
5-Year 11.59%
10-Year 9.08%

Performance & Risk

YTD Return 0.81%
5y Average Return 11.97%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family American Funds
Net Assets 34.08B
YTD Return -0.57%
Yield 1.34%
Morningstar Rating
Inception Date Jan 27, 2017

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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