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American Funds 2040 Trgt Date Retire F1 (FAUTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.38+0.18 (+0.94%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.80%
5-year average return8.90%
Number of years up7
Number of years down2
Best 1-yr total return (2 May 2024)23.96%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return23.96%
Worst 3-yr total return4.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFAUTXCategory
YTD3.33%10.80%
1-month-3.52%1.06%
3-month2.94%6.14%
1-year14.90%33.59%
3-year2.88%12.99%
5-year8.59%12.87%
10-year8.37%9.72%
Last bull market21.75%19.05%
Last bear market-13.87%-17.54%

Annual total return (%) history

Year
FAUTXCategory
2024
N/AN/A
2023
18.94%N/A
2022
-17.85%N/A
2021
16.38%N/A
2020
18.34%14.56%
2019
23.96%23.19%
2018
-5.88%-7.74%
2017
21.62%19.52%
2016
7.73%7.95%
2015
0.24%-1.99%
2014
N/A5.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.10%N/AN/AN/A
20235.64%5.04%-3.54%11.13%
2022-6.94%-13.87%-5.74%8.73%
20213.90%6.26%-0.59%6.03%
2020-17.08%18.35%6.84%12.87%
201911.07%3.19%-0.26%8.44%
20180.33%1.71%3.05%-10.50%
20176.44%3.83%4.90%4.91%
20160.49%2.35%4.28%0.45%
20152.25%0.76%-7.24%4.89%
20144.24%-1.13%1.85%N/A

Rank in category (by total return)

YTD26
1-month48
3-month34
1-year19
3-year15
5-year11

Load adjusted returns

1-year14.90%
3-year2.88%
5-year8.59%
10-year8.37%