Nasdaq - Delayed Quote USD

American Funds 2025 Trgt Date Retire R2 (RBDTX)

14.42 +0.06 (+0.42%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.26%
5y Average Return 5.04%
Number of Years Up 11
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 28.32%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 28.32%
Worst 3Y Total Return 1.74%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RBDTX
Category
YTD
3.51%
6.61%
1-Month
2.08%
0.92%
3-Month
3.51%
4.66%
1-Year
10.88%
21.54%
3-Year
2.20%
10.23%
5-Year
5.84%
9.75%
10-Year
5.48%
7.82%
Last Bull Market
18.97%
16.61%
Last Bear Market
-9.64%
-14.25%

Annual Total Return (%) History

Year
RBDTX
Category
2024
--
--
2023
10.78%
--
2022
-13.73%
--
2021
10.20%
--
2020
12.50%
11.84%
2019
16.55%
18.25%
2018
-4.51%
-5.34%
2017
14.07%
14.67%

2016
6.16%
6.73%
2015
-0.93%
-1.59%
2014
5.66%
5.07%
2013
22.49%
15.30%
2012
14.34%
13.03%
2011
-1.99%
-2.06%
2010
11.47%
13.29%
2009
28.32%
28.32%
2008
-35.24%
-34.15%
2007
--
6.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.51% -- -- --
2023 3.42% 1.84% -3.17% 8.63%
2022 -5.08% -9.64% -5.78% 6.75%
2021 2.12% 4.03% -0.50% 4.26%
2020 -10.43% 11.65% 4.28% 7.89%
2019 7.62% 2.67% 0.15% 5.32%
2018 -0.53% 0.84% 1.96% -6.63%
2017 4.42% 2.52% 3.33% 3.11%
2016 1.50% 2.17% 2.63% -0.25%
2015 1.33% -0.25% -5.09% 3.26%

2014 1.45% 3.78% -1.21% 1.60%
2013 6.57% 1.35% 6.08% 6.90%
2012 9.41% -2.41% 5.05% 1.93%
2011 3.86% 0.74% -12.66% 7.25%
2010 3.01% -8.77% 11.28% 6.59%
2009 -6.98% 15.82% 13.80% 4.66%
2008 -7.87% -2.24% -11.23% -19.01%
2007 6.60% 3.28% -1.90% --

Rank in Category (By Total Return)

YTD 66
1-Month 51
3-Month 66
1-Year 73
3-Year 55
5-Year 63

Load Adjusted Returns

1-Year 10.88%
3-Year 2.20%
5-Year 5.84%
10-Year 5.48%

Performance & Risk

YTD Return 1.26%
5y Average Return 5.04%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family American Funds
Net Assets 33.47B
YTD Return 3.51%
Yield 1.59%
Morningstar Rating
Inception Date Nov 20, 2015

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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