Nasdaq - Delayed Quote USD

American Funds 2050 Trgt Date Retire R5 (REITX)

19.76 +0.16 (+0.82%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.99%
5y Average Return 9.44%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 32.04%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 32.04%
Worst 3Y Total Return 4.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
REITX
Category
YTD
7.70%
11.99%
1-Month
2.95%
1.08%
3-Month
7.70%
6.55%
1-Year
22.48%
37.09%
3-Year
5.86%
13.69%
5-Year
10.58%
13.58%
10-Year
9.35%
10.11%
Last Bull Market
32.95%
19.71%
Last Bear Market
-14.76%
-18.27%

Annual Total Return (%) History

Year
REITX
Category
2024
--
--
2023
20.68%
--
2022
-18.91%
--
2021
17.20%
--
2020
19.43%
15.25%
2019
24.98%
24.54%
2018
-5.71%
-8.41%
2017
22.56%
20.67%

2016
8.27%
8.22%
2015
0.60%
-2.01%
2014
7.05%
5.42%
2013
26.53%
21.02%
2012
16.76%
15.07%
2011
-2.41%
-3.82%
2010
12.99%
14.53%
2009
32.04%
32.02%
2008
-35.51%
-38.67%
2007
--
5.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.70% -- -- --
2023 6.13% 5.65% -3.62% 11.68%
2022 -7.51% -14.76% -5.57% 8.92%
2021 4.13% 6.61% -0.48% 6.08%
2020 -17.56% 19.15% 7.17% 13.46%
2019 11.50% 3.22% -0.19% 8.80%
2018 0.46% 1.96% 3.27% -10.87%
2017 6.60% 3.98% 5.10% 5.20%
2016 0.49% 2.37% 4.54% 0.67%
2015 2.28% 0.84% -7.23% 5.14%

2014 1.62% 4.37% -1.07% 2.02%
2013 7.50% 1.77% 7.13% 7.96%
2012 10.80% -2.77% 5.80% 2.44%
2011 4.33% 0.83% -14.20% 8.12%
2010 3.31% -9.73% 12.55% 7.64%
2009 -6.99% 16.99% 15.08% 5.44%
2008 -7.79% -1.91% -11.49% -19.45%
2007 7.29% 3.63% -1.67% --

Rank in Category (By Total Return)

YTD 39
1-Month 82
3-Month 39
1-Year 18
3-Year 30
5-Year 8

Load Adjusted Returns

1-Year 22.48%
3-Year 5.86%
5-Year 10.58%
10-Year 9.35%

Performance & Risk

YTD Return 4.99%
5y Average Return 9.44%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family American Funds
Net Assets 30.42B
YTD Return 7.70%
Yield 1.40%
Morningstar Rating
Inception Date Aug 29, 2014

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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