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American Funds 2025 Target Date Retirement Fund Class R-5E (RHDTX)

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16.13-0.03 (-0.19%)
At close: 6:46PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return4.68%
5-Year Average Return0.00%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)17.61%
Worst 1 Yr Total Return (Feb 3, 2019)-3.54%
Best 3-Yr Total Return17.61%
Worst 3-Yr Total Return5.97%

Trailing Returns (%) Vs. Benchmarks

ReturnRHDTXCategory
YTD5.35%4.61%
1-Month0.19%2.70%
3-Month2.67%4.98%
1-Year25.93%25.38%
3-Year10.36%9.77%
5-Year0.00%9.56%
10-Year0.00%7.37%
Last Bull Market18.12%16.61%
Last Bear Market-14.46%-14.25%

Annual Total Return (%) History

Year
RHDTXCategory
2021
N/AN/A
2020
13.57%11.84%
2019
17.61%18.25%
2018
-3.54%-5.34%
2017
15.15%14.67%
2016
7.13%6.73%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20212.35%N/AN/AN/A
2020-10.27%12.00%4.47%8.17%
20197.84%2.92%0.44%5.51%
2018-0.30%1.05%2.22%-6.34%
20174.61%2.88%3.50%3.37%
20161.74%2.39%2.84%0.01%

Rank In Category (By Total Return)

YTD38
1-Month66
3-Month32
1-Year68
3-Year24
5-Year38

Load Adjusted Returns

1-Year24.32%
3-Year10.63%
5-Year10.16%
10-Year8.89%