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American Funds 2055 Target Date Retirement Fund Class A: (MF: AAMTX)
(NASDAQ Mutual Funds) As of Sep 5, 2025 08:00 PM ET
$29.86 USD
+0.13 (0.44%)
Zacks MF Rank
NA
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.30 | 5 |
| 3 months | 12.33 | 3 |
| 6 months | 7.27 | 8 |
| 1 Year | 15.11 | 3 |
| 3 Year | 14.39 | 4 |
| 5 Year | 11.04 | 14 |
| 10 Year | 9.76 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 9.79 |
| 5 Year | 10.63 |
| 10 Year | 9.21 |
| Since Inception | 10.09 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.83 | 12.56 | NA | NA |
| 2024 | 7.74 | 1.70 | 6.08 | -0.95 |
| 2023 | 6.27 | 5.81 | -3.69 | 11.74 |
| 2022 | -7.90 | -15.18 | -5.54 | 8.73 |
| 2021 | 4.09 | 6.59 | -0.53 | 5.91 |
| 2020 | -17.64 | 19.09 | 7.08 | 13.34 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.30 | 15.13 | 21.02 | -19.77 | 16.88 | 19.04 | 24.63 | -5.97 | 20.47 | 7.99 | 0.27 |
| % Total Return Rel to Index | 2.71 | -9.88 | -5.21 | -1.56 | -11.79 | 0.64 | -6.86 | -1.57 | -1.32 | -3.94 | -1.11 |
| % Total Return Rel to Peer | 4.09 | 5.22 | 7.86 | -6.80 | 5.38 | 8.36 | 7.43 | 0.52 | 7.01 | 1.72 | 2.63 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 2.00 | 1.00 | 1.00 | 3.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.24 | 0.27 | 0.11 | 0.17 | 0.14 | 0.16 | 0.15 | 0.13 | 0.13 | 0.10 |
| % Yield | 0.00 | 0.86 | 0.96 | 0.52 | 0.60 | 0.57 | 0.74 | 0.82 | 0.69 | 0.77 | 0.65 |
| Capital Gains ($) | 0.00 | 0.59 | 0.24 | 1.25 | 0.91 | 0.55 | 0.63 | 0.60 | 0.00 | 0.37 | 0.50 |
| Expense Ratio | 0.34 | 0.34 | 0.35 | 0.33 | 0.33 | 0.35 | 0.36 | 0.34 | 0.34 | 0.36 | 0.37 |
* 1 = Top 20%, 5 = Bottom 20%