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American Fds 2035 Target Date Retirement Fd Cl A: (MF: AAFTX)
(NASDAQ Mutual Funds) As of Jun 27, 2025 08:00 PM ET
$20.57 USD
+0.06 (0.29%)
Zacks MF Rank
NA
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.91 | 16 |
| 3 months | 1.79 | 31 |
| 6 months | 2.65 | 11 |
| 1 Year | 11.68 | 11 |
| 3 Year | 9.32 | 28 |
| 5 Year | 9.93 | 33 |
| 10 Year | 8.20 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.74 |
| Bull Market (2/09 - 3/21) | 488.58 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 0.55 |
| 5 Year | 10.63 |
| 10 Year | 7.38 |
| Since Inception | 6.89 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.21 | NA | NA | NA |
| 2024 | 5.92 | 1.29 | 6.21 | -1.37 |
| 2023 | 5.04 | 4.00 | -3.37 | 10.35 |
| 2022 | -6.34 | -12.63 | -5.69 | 8.17 |
| 2021 | 3.47 | 5.73 | -0.41 | 5.67 |
| 2020 | -15.66 | 16.99 | 6.23 | 11.82 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.91 | 12.39 | 16.49 | -16.52 | 15.14 | 17.21 | 22.84 | -5.50 | 18.96 | 7.68 | 0.19 |
| % Total Return Rel to Index | 3.85 | -12.62 | -9.74 | 1.67 | -13.53 | -1.19 | -8.64 | -1.10 | -2.82 | -4.25 | -1.19 |
| % Total Return Rel to Peer | 1.53 | 2.47 | 3.33 | -3.56 | 3.63 | 6.52 | 5.64 | 0.99 | 5.50 | 1.40 | 2.54 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 1.00 | 2.00 | 2.00 | 2.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.32 | 0.30 | 0.22 | 0.16 | 0.17 | 0.17 | 0.15 | 0.13 | 0.13 | 0.08 |
| % Yield | 0.00 | 1.58 | 1.70 | 1.31 | 0.78 | 0.90 | 1.01 | 1.08 | 0.87 | 0.95 | 0.66 |
| Capital Gains ($) | 0.00 | 0.48 | 0.15 | 0.62 | 0.85 | 0.45 | 0.49 | 0.48 | 0.00 | 0.31 | 0.59 |
| Expense Ratio | 0.00 | 0.34 | 0.35 | 0.33 | 0.33 | 0.35 | 0.36 | 0.34 | 0.33 | 0.35 | 0.34 |
* 1 = Top 20%, 5 = Bottom 20%