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American Funds 2050 Trgt Date Retire R6 (RFITX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.54-0.04 (-0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.55%
5-year average return10.30%
Number of years up11
Number of years down3
Best 1-yr total return (27 June 2024)26.65%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return26.65%
Worst 3-yr total return4.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRFITXCategory
YTD7.31%11.99%
1-month3.39%1.08%
3-month2.60%6.55%
1-year21.29%37.09%
3-year3.99%13.69%
5-year11.10%13.58%
10-year9.08%10.11%
Last bull market23.23%19.71%
Last bear market-14.76%-18.27%

Annual total return (%) history

Year
RFITXCategory
2024
N/AN/A
2023
20.83%N/A
2022
-18.89%N/A
2021
17.27%N/A
2020
19.42%15.25%
2019
25.04%24.54%
2018
-5.61%-8.41%
2017
22.61%20.67%
2016
8.33%8.22%
2015
0.65%-2.01%
2014
7.02%5.42%
2013
26.65%21.02%
2012
16.72%15.07%
2011
-2.28%-3.82%
2010
13.07%14.53%
2009
N/A32.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.68%N/AN/AN/A
20236.15%5.68%-3.58%11.72%
2022-7.49%-14.76%-5.53%8.88%
20214.20%6.58%-0.43%6.05%
2020-17.62%19.23%7.19%13.43%
201911.46%3.30%-0.26%8.88%
20180.53%1.90%3.35%-10.84%
20176.62%3.99%5.12%5.20%
20160.49%2.37%4.56%0.71%
20152.28%0.92%-7.25%5.12%
20141.54%4.39%-1.07%2.06%
20137.52%1.77%7.15%8.02%
201210.71%-2.67%5.71%2.48%
20114.34%0.94%-14.23%8.18%
20103.44%-9.75%12.45%7.71%
20095.40%N/AN/AN/A

Rank in category (by total return)

YTD71
1-month96
3-month94
1-year54
3-year36
5-year14

Load adjusted returns

1-year21.29%
3-year3.99%
5-year11.10%
10-year9.08%