Nasdaq - Delayed Quote USD

American Funds 2040 Trgt Date Retire A (AAGTX)

19.16 -0.07 (-0.36%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 3.74%
5y Average Return 8.81%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Apr 25, 2024) 31.63%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 31.63%
Worst 3Y Total Return 4.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AAGTX
Category
YTD
7.09%
10.80%
1-Month
2.81%
1.06%
3-Month
7.09%
6.14%
1-Year
20.64%
33.59%
3-Year
5.48%
12.99%
5-Year
9.99%
12.87%
10-Year
8.81%
9.72%
Last Bull Market
31.16%
19.05%
Last Bear Market
-13.92%
-17.54%

Annual Total Return (%) History

Year
AAGTX
Category
2024
--
--
2023
18.95%
--
2022
-17.82%
--
2021
16.46%
--
2020
18.40%
14.56%
2019
23.97%
23.19%
2018
-5.87%
-7.74%
2017
21.62%
19.52%

2016
7.79%
7.95%
2015
0.27%
-1.99%
2014
6.67%
5.25%
2013
26.14%
19.97%
2012
16.38%
14.64%
2011
-2.59%
-3.49%
2010
12.58%
14.37%
2009
31.63%
30.90%
2008
-35.62%
-37.94%
2007
--
6.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.09% -- -- --
2023 5.59% 5.06% -3.57% 11.19%
2022 -6.94% -13.92% -5.69% 8.79%
2021 3.88% 6.27% -0.54% 6.06%
2020 -17.04% 18.30% 6.86% 12.90%
2019 11.15% 3.10% -0.26% 8.45%
2018 0.33% 1.70% 3.09% -10.52%
2017 6.41% 3.82% 4.95% 4.90%
2016 0.49% 2.35% 4.27% 0.52%
2015 2.17% 0.76% -7.16% 4.91%

2014 1.51% 4.32% -1.13% 1.88%
2013 7.38% 1.74% 7.03% 7.87%
2012 10.61% -2.83% 5.72% 2.42%
2011 4.37% 0.71% -14.18% 7.99%
2010 3.29% -9.77% 12.34% 7.53%
2009 -7.11% 16.94% 15.04% 5.34%
2008 -7.80% -2.11% -11.42% -19.47%
2007 7.09% 3.64% -1.77% --

Rank in Category (By Total Return)

YTD 26
1-Month 63
3-Month 26
1-Year 14
3-Year 11
5-Year 11

Load Adjusted Returns

1-Year 13.70%
3-Year 3.42%
5-Year 8.70%
10-Year 8.17%

Performance & Risk

YTD Return 3.74%
5y Average Return 8.81%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family American Funds
Net Assets 40.87B
YTD Return 7.09%
Yield 1.36%
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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