Nasdaq - Delayed Quote USD

American Funds 2055 Trgt Date Retire R6 (RFKTX)

25.89 -0.06 (-0.23%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 9.47%
5y Average Return 10.77%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Jun 14, 2024) 26.59%
Worst 1Y Total Return (Jun 14, 2024) --
Best 3Y Total Return 26.59%
Worst 3Y Total Return 4.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RFKTX
Category
YTD
7.53%
12.13%
1-Month
3.46%
1.09%
3-Month
2.62%
6.61%
1-Year
21.76%
37.63%
3-Year
3.96%
13.82%
5-Year
11.08%
13.76%
10-Year
9.06%
10.29%
Last Bull Market
23.65%
19.35%
Last Bear Market
-15.10%
-17.99%

Annual Total Return (%) History

Year
RFKTX
Category
2024
--
--
2023
21.40%
--
2022
-19.50%
--
2021
17.28%
--
2020
19.39%
15.47%
2019
25.09%
24.91%
2018
-5.65%
-8.44%
2017
22.63%
21.08%

2016
8.30%
8.00%
2015
0.63%
-1.71%
2014
7.01%
5.49%
2013
26.59%
23.14%
2012
16.76%
15.52%
2011
-2.29%
-4.13%
2010
--
14.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.86% -- -- --
2023 6.36% 5.93% -3.64% 11.83%
2022 -7.82% -15.10% -5.48% 8.82%
2021 4.18% 6.69% -0.46% 5.99%
2020 -17.59% 19.21% 7.11% 13.46%
2019 11.50% 3.26% -0.20% 8.87%
2018 0.53% 1.94% 3.30% -10.88%
2017 6.64% 4.03% 5.13% 5.15%
2016 0.46% 2.44% 4.57% 0.64%
2015 2.30% 0.87% -7.24% 5.13%

2014 1.52% 4.42% -1.06% 2.03%
2013 7.44% 1.90% 7.09% 7.96%
2012 10.79% -2.77% 5.79% 2.46%
2011 4.40% 0.84% -14.21% 8.18%
2010 -9.72% 12.54% 7.63% --

Rank in Category (By Total Return)

YTD 62
1-Month 95
3-Month 95
1-Year 44
3-Year 38
5-Year 19

Load Adjusted Returns

1-Year 21.76%
3-Year 3.96%
5-Year 11.08%
10-Year 9.06%

Performance & Risk

YTD Return 9.47%
5y Average Return 10.77%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family American Funds
Net Assets 21.4B
YTD Return 7.53%
Yield 1.36%
Morningstar Rating
Inception Date Feb 01, 2010

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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