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American Funds 2050 Target Date Retirement Fd Cl F-2: (MF: FBITX)
(NASDAQ Mutual Funds) As of Dec 18, 2025 05:33 PM ET
$24.59 USD
+0.21 (0.86%)
Zacks MF Rank
NA
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 19.92 | 8 |
| 3 months | 5.51 | 9 |
| 6 months | 13.98 | 10 |
| 1 Year | 17.16 | 4 |
| 3 Year | 17.13 | 4 |
| 5 Year | 10.62 | 10 |
| 10 Year | 11.07 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 15.58 |
| 5 Year | 11.82 |
| 10 Year | 11.50 |
| Since Inception | 9.91 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.39 | 12.13 | 5.54 | NA |
| 2024 | 7.63 | 1.74 | 6.28 | -0.94 |
| 2023 | 6.13 | 5.65 | -3.60 | 11.65 |
| 2022 | -7.53 | -14.80 | -5.51 | 8.83 |
| 2021 | 4.11 | 6.62 | -0.48 | 6.06 |
| 2020 | -17.60 | 19.19 | 7.17 | 13.44 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 19.92 | 15.28 | 20.69 | -18.99 | 17.18 | 19.40 | 24.96 | -5.71 | 20.60 | 8.22 | 0.52 |
| % Total Return Rel to Index | 2.41 | -9.73 | -5.55 | -0.79 | -11.50 | 1.00 | -6.52 | -1.31 | -1.19 | -3.71 | -0.86 |
| % Total Return Rel to Peer | 6.12 | 5.36 | 7.53 | -6.02 | 5.67 | 8.71 | 7.76 | 0.78 | 7.14 | 1.94 | 2.88 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 1.00 | 3.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.26 | 0.28 | 0.15 | 0.20 | 0.15 | 0.17 | 0.16 | 0.15 | 0.14 | 0.11 |
| % Yield | 0.00 | 1.22 | 1.35 | 0.90 | 0.89 | 0.78 | 1.01 | 1.13 | 0.97 | 1.08 | 0.85 |
| Capital Gains ($) | 0.00 | 0.47 | 0.20 | 1.00 | 0.75 | 0.46 | 0.54 | 0.52 | 0.00 | 0.33 | 0.50 |
| Expense Ratio | 0.10 | 0.10 | 0.10 | 0.09 | 0.09 | 0.09 | 0.10 | 0.11 | 0.11 | 0.12 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%