Nasdaq - Delayed Quote USD

American Funds 2040 Trgt Date Retire R1 (RAKTX)

18.79 +0.13 (+0.70%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.49%
5y Average Return 7.97%
Number of Years Up 11
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 30.53%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 30.53%
Worst 3Y Total Return 3.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RAKTX
Category
YTD
6.88%
10.80%
1-Month
2.72%
1.06%
3-Month
6.88%
6.14%
1-Year
19.64%
33.59%
3-Year
4.67%
12.99%
5-Year
9.14%
12.87%
10-Year
7.95%
9.72%
Last Bull Market
30.35%
19.05%
Last Bear Market
-14.09%
-17.54%

Annual Total Return (%) History

Year
RAKTX
Category
2024
--
--
2023
18.06%
--
2022
-18.44%
--
2021
15.52%
--
2020
17.43%
14.56%
2019
23.03%
23.19%
2018
-6.59%
-7.74%
2017
20.66%
19.52%

2016
6.95%
7.95%
2015
-0.57%
-1.99%
2014
5.78%
5.25%
2013
25.21%
19.97%
2012
15.40%
14.64%
2011
-3.40%
-3.49%
2010
11.85%
14.37%
2009
30.53%
30.90%
2008
-36.10%
-37.94%
2007
--
6.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.88% -- -- --
2023 5.46% 4.81% -3.72% 10.93%
2022 -7.09% -14.09% -5.84% 8.51%
2021 3.68% 6.09% -0.75% 5.81%
2020 -17.26% 18.13% 6.62% 12.69%
2019 10.89% 2.96% -0.46% 8.25%
2018 0.13% 1.54% 2.89% -10.71%
2017 6.19% 3.66% 4.69% 4.70%
2016 0.33% 2.14% 4.11% 0.24%
2015 2.05% 0.54% -7.36% 4.62%

2014 1.29% 4.14% -1.38% 1.68%
2013 7.17% 1.58% 6.86% 7.63%
2012 10.40% -2.97% 5.49% 2.13%
2011 4.09% 0.62% -14.48% 7.85%
2010 3.08% -9.89% 12.12% 7.40%
2009 -7.31% 16.75% 14.77% 5.10%
2008 -8.01% -2.23% -11.61% -19.62%
2007 6.90% 3.46% -1.98% --

Rank in Category (By Total Return)

YTD 36
1-Month 74
3-Month 36
1-Year 26
3-Year 56
5-Year 40

Load Adjusted Returns

1-Year 19.64%
3-Year 4.67%
5-Year 9.14%
10-Year 7.95%

Performance & Risk

YTD Return 3.49%
5y Average Return 7.97%
Rank in Category (ytd) 36
% 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 6.88%
Yield 0.75%
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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