Nasdaq - Delayed Quote USD

American Funds 2040 Trgt Date Retire R6 (RFGTX)

19.12 -0.05 (-0.26%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.18%
5y Average Return 9.13%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2024) 26.66%
Worst 1Y Total Return (Apr 17, 2024) --
Best 3Y Total Return 26.66%
Worst 3Y Total Return 4.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RFGTX
Category
YTD
7.21%
10.80%
1-Month
2.89%
1.06%
3-Month
7.21%
6.14%
1-Year
21.05%
33.59%
3-Year
5.83%
12.99%
5-Year
10.37%
12.87%
10-Year
9.17%
9.72%
Last Bull Market
31.57%
19.05%
Last Bear Market
-13.83%
-17.54%

Annual Total Return (%) History

Year
RFGTX
Category
2024
--
--
2023
19.33%
--
2022
-17.55%
--
2021
16.83%
--
2020
18.77%
14.56%
2019
24.40%
23.19%
2018
-5.52%
-7.74%
2017
21.98%
19.52%

2016
8.17%
7.95%
2015
0.58%
-1.99%
2014
6.96%
5.25%
2013
26.66%
19.97%
2012
16.71%
14.64%
2011
-2.28%
-3.49%
2010
13.01%
14.37%
2009
--
30.90%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.21% -- -- --
2023 5.68% 5.14% -3.49% 11.27%
2022 -6.85% -13.83% -5.59% 8.82%
2021 3.97% 6.39% -0.48% 6.13%
2020 -17.03% 18.44% 6.94% 13.01%
2019 11.18% 3.22% -0.13% 8.53%
2018 0.39% 1.83% 3.14% -10.40%
2017 6.46% 3.95% 5.00% 4.97%
2016 0.57% 2.42% 4.41% 0.58%
2015 2.32% 0.83% -7.13% 4.97%

2014 1.59% 4.38% -1.12% 2.02%
2013 7.47% 1.92% 7.09% 7.97%
2012 10.71% -2.72% 5.80% 2.42%
2011 4.36% 0.92% -14.14% 8.07%
2010 3.29% -9.66% 12.45% 7.70%
2009 5.45% -- -- --

Rank in Category (By Total Return)

YTD 21
1-Month 47
3-Month 21
1-Year 7
3-Year 8
5-Year 4

Load Adjusted Returns

1-Year 21.05%
3-Year 5.83%
5-Year 10.37%
10-Year 9.17%

Performance & Risk

YTD Return 3.18%
5y Average Return 9.13%
Rank in Category (ytd) 21
% 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 7.21%
Yield 1.64%
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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