American Funds 2050 Target Date Retirement Fund - Class F-3: (MF: DITFX)
(NASDAQ Mutual Funds) As of Jul 3, 2025 08:00 PM ET
$23.16 USD
+0.15 (0.65%)
Latest Performance as of May 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 5.19 | 12 |
3 months | 3.45 | 3 |
6 months | 2.81 | 9 |
1 Year | 13.13 | 1 |
3 Year | 11.64 | 3 |
5 Year | 11.73 | 12 |
10 Year | NA | NA |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
1 Year | 5.73 |
5 Year | 13.64 |
10 Year | NA |
Since Inception | 10.09 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -1.39 | NA | NA | NA |
2024 | 7.66 | 1.79 | 6.25 | -0.86 |
2023 | 6.17 | 5.64 | -3.59 | 11.71 |
2022 | -7.52 | -14.77 | -5.55 | 8.91 |
2021 | 4.16 | 6.60 | -0.48 | 6.12 |
2020 | -17.57 | 19.22 | 7.15 | 13.48 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|
% Total Return | 5.19 | 15.44 | 20.79 | -18.92 | 17.28 | 19.50 | 24.98 | -5.62 |
% Total Return Rel to Index | 4.13 | -9.57 | -5.45 | -0.72 | -11.40 | 1.10 | -6.50 | -1.23 |
% Total Return Rel to Peer | 1.81 | 5.52 | 7.63 | -5.96 | 5.77 | 8.82 | 7.78 | 0.87 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 1.00 | 2.00 |
% Dividends | 0.00 | 0.28 | 0.29 | 0.17 | 0.21 | 0.16 | 0.18 | 0.17 |
% Yield | 0.00 | 1.26 | 1.40 | 0.97 | 0.94 | 0.83 | 1.06 | 1.17 |
Capital Gains ($) | 0.00 | 0.47 | 0.20 | 1.00 | 0.75 | 0.46 | 0.53 | 0.51 |
Expense Ratio | 0.00 | 0.01 | 0.81 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 |
* 1 = Top 20%, 5 = Bottom 20%