Nasdaq - Delayed Quote USD

American Funds 2025 Trgt Date Retire A (AADTX)

14.73 -0.05 (-0.34%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.44%
5y Average Return 5.86%
Number of Years Up 11
Number of Years Down 5
Best 1Y Total Return (Apr 24, 2024) 29.44%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 29.44%
Worst 3Y Total Return 2.52%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AADTX
Category
YTD
3.71%
6.61%
1-Month
2.09%
0.92%
3-Month
3.71%
4.66%
1-Year
11.63%
21.54%
3-Year
2.98%
10.23%
5-Year
6.65%
9.75%
10-Year
6.28%
7.82%
Last Bull Market
19.73%
16.61%
Last Bear Market
-9.54%
-14.25%

Annual Total Return (%) History

Year
AADTX
Category
2024
--
--
2023
11.56%
--
2022
-13.04%
--
2021
11.08%
--
2020
13.32%
11.84%
2019
17.37%
18.25%
2018
-3.74%
-5.34%
2017
14.95%
14.67%

2016
6.95%
6.73%
2015
-0.26%
-1.59%
2014
6.36%
5.07%
2013
23.33%
15.30%
2012
15.21%
13.03%
2011
-1.31%
-2.06%
2010
12.24%
13.29%
2009
29.44%
28.32%
2008
-34.75%
-34.15%
2007
--
6.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.71% -- -- --
2023 3.64% 2.01% -3.02% 8.81%
2022 -4.85% -9.54% -5.63% 7.05%
2021 2.34% 4.19% -0.30% 4.49%
2020 -10.31% 11.97% 4.39% 8.09%
2019 7.72% 2.91% 0.36% 5.48%
2018 -0.30% 0.97% 2.14% -6.39%
2017 4.59% 2.80% 3.50% 3.30%
2016 1.73% 2.30% 2.83% -0.06%
2015 1.47% -0.08% -4.92% 3.46%

2014 1.51% 3.97% -0.95% 1.75%
2013 6.69% 1.52% 6.27% 7.15%
2012 9.65% -2.28% 5.30% 2.11%
2011 4.04% 0.94% -12.47% 7.37%
2010 3.22% -8.67% 11.52% 6.76%
2009 -6.79% 16.02% 14.23% 4.78%
2008 -7.74% -2.02% -11.03% -18.88%
2007 6.69% 3.46% -1.68% --

Rank in Category (By Total Return)

YTD 53
1-Month 48
3-Month 53
1-Year 58
3-Year 9
5-Year 23

Load Adjusted Returns

1-Year 5.21%
3-Year 0.96%
5-Year 5.39%
10-Year 5.65%

Performance & Risk

YTD Return 1.44%
5y Average Return 5.86%
Rank in Category (ytd) 53
% 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 3.71%
Yield 2.26%
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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