Nasdaq - Delayed Quote USD

American Funds 2055 Trgt Date Retire A (AAMTX)

24.34 -0.10 (-0.41%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.11%
5y Average Return 8.98%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2024) 26.14%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 26.14%
Worst 3Y Total Return 3.74%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AAMTX
Category
YTD
7.74%
12.13%
1-Month
2.90%
1.09%
3-Month
7.74%
6.61%
1-Year
22.69%
37.63%
3-Year
5.52%
13.82%
5-Year
10.25%
13.76%
10-Year
9.04%
10.29%
Last Bull Market
32.79%
19.35%
Last Bear Market
-15.18%
-17.99%

Annual Total Return (%) History

Year
AAMTX
Category
2024
--
--
2023
21.03%
--
2022
-19.77%
--
2021
16.89%
--
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
--
14.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.74% -- -- --
2023 6.28% 5.81% -3.69% 11.75%
2022 -7.90% -15.18% -5.54% 8.74%
2021 4.09% 6.60% -0.54% 5.91%
2020 -17.64% 19.09% 7.09% 13.35%
2019 11.41% 3.18% -0.31% 8.75%
2018 0.48% 1.85% 3.22% -10.98%
2017 6.55% 3.88% 5.06% 5.08%
2016 0.40% 2.32% 4.47% 0.62%
2015 2.18% 0.82% -7.29% 5.02%

2014 1.46% 4.32% -1.13% 1.99%
2013 7.30% 1.83% 6.98% 7.90%
2012 10.63% -2.78% 5.72% 2.39%
2011 4.32% 0.76% -14.26% 8.07%
2010 -9.73% 12.45% 7.52% --

Rank in Category (By Total Return)

YTD 40
1-Month 94
3-Month 40
1-Year 16
3-Year 53
5-Year 31

Load Adjusted Returns

1-Year 15.64%
3-Year 3.45%
5-Year 8.95%
10-Year 8.39%

Performance & Risk

YTD Return 4.11%
5y Average Return 8.98%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family American Funds
Net Assets 20.99B
YTD Return 7.74%
Yield 1.09%
Morningstar Rating
Inception Date Feb 21, 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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