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American Fds 2050 Target Date Retirement Fd Cl A: (MF: AALTX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$21.03 USD
+0.35 (1.69%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.49 | 84 |
| 3 months | -1.49 | 84 |
| 6 months | -2.46 | 75 |
| 1 Year | 5.32 | 44 |
| 3 Year | 6.08 | 13 |
| 5 Year | 13.27 | 20 |
| 10 Year | 8.66 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.77 |
| Bull Market (2/09 - 3/21) | 545.90 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -0.40 |
| 5 Year | 12.01 |
| 10 Year | 8.06 |
| Since Inception | 7.31 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.49 | NA | NA | NA |
| 2024 | 7.62 | 1.64 | 6.23 | -0.98 |
| 2023 | 6.06 | 5.59 | -3.72 | 11.59 |
| 2022 | -7.62 | -14.80 | -5.63 | 8.84 |
| 2021 | 4.06 | 6.51 | -0.53 | 6.03 |
| 2020 | -17.69 | 19.17 | 7.04 | 13.39 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.49 | 15.07 | 20.33 | -19.17 | 16.91 | 19.06 | 24.63 | -5.88 | 20.30 | 7.95 | 0.35 |
| % Total Return Rel to Index | 2.77 | -9.94 | -5.91 | -0.96 | -11.77 | 0.65 | -6.85 | -1.49 | -1.49 | -3.98 | -1.03 |
| % Total Return Rel to Peer | -1.68 | 5.15 | 7.17 | -6.20 | 5.40 | 8.37 | 7.43 | 0.61 | 6.84 | 1.67 | 2.71 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 2.00 | 1.00 | 1.00 | 3.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.21 | 0.23 | 0.11 | 0.15 | 0.11 | 0.13 | 0.12 | 0.11 | 0.11 | 0.07 |
| % Yield | 0.00 | 0.97 | 1.08 | 0.66 | 0.67 | 0.57 | 0.78 | 0.85 | 0.74 | 0.84 | 0.59 |
| Capital Gains ($) | 0.00 | 0.47 | 0.20 | 1.00 | 0.75 | 0.46 | 0.54 | 0.52 | 0.00 | 0.33 | 0.51 |
| Expense Ratio | 0.00 | 0.34 | 0.34 | 0.33 | 0.33 | 0.34 | 0.36 | 0.34 | 0.34 | 0.35 | 0.35 |
* 1 = Top 20%, 5 = Bottom 20%