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American Funds 2055 Target Date Retirement Fund (AAMTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.70+0.14 (+0.68%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.45%
5-Year Average Return8.25%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)26.14%
Worst 1 Yr Total Return (Feb 3, 2019)-5.96%
Best 3-Yr Total Return26.14%
Worst 3-Yr Total Return4.95%

Trailing Returns (%) Vs. Benchmarks

ReturnAAMTXCategory
YTD-21.88%12.13%
1-Month-7.93%1.09%
3-Month-15.18%6.61%
1-Year-17.71%37.63%
3-Year5.63%13.82%
5-Year8.55%13.76%
10-Year9.41%10.29%
Last Bull Market19.56%19.35%
Last Bear Market-16.50%-17.99%

Annual Total Return (%) History

Year
AAMTXCategory
2021
16.89%N/A
2020
19.05%15.47%
2019
24.62%24.91%
2018
-5.96%-8.44%
2017
22.19%21.08%
2016
7.99%8.00%
2015
0.30%-1.71%
2014
6.72%5.49%
2013
26.14%23.14%
2012
16.44%15.52%
2011
-2.61%-4.13%
2010
N/A14.45%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20214.09%6.60%-0.54%5.91%
2020-17.64%19.09%7.09%13.35%
201911.41%3.18%-0.31%8.75%
20180.48%1.85%3.22%-10.98%
20176.55%3.88%5.06%5.08%
20160.40%2.32%4.47%0.62%
20152.18%0.82%-7.29%5.02%
20141.46%4.32%-1.13%1.99%
20137.30%1.83%6.98%7.90%
201210.63%-2.78%5.72%2.39%
20114.32%0.76%-14.26%8.07%
2010-9.73%12.45%7.52%N/A

Rank In Category (By Total Return)

YTD88
1-Month23
3-Month56
1-Year88
3-Year21
5-Year16

Load Adjusted Returns

1-Year26.94%
3-Year12.55%
5-Year13.39%
10-Year10.86%
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