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American Fds 2050 Target Date Retirement Fd Cl R1: (MF: RAITX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$20.38 USD
+0.34 (1.70%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.63 | 86 |
| 3 months | -1.63 | 86 |
| 6 months | -2.82 | 86 |
| 1 Year | 4.57 | 68 |
| 3 Year | 5.27 | 28 |
| 5 Year | 12.40 | 29 |
| 10 Year | 7.80 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -47.27 |
| Bull Market (2/09 - 3/21) | 469.37 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 4.57 |
| 5 Year | 12.39 |
| 10 Year | 7.81 |
| Since Inception | 6.80 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.63 | NA | NA | NA |
| 2024 | 7.39 | 1.49 | 6.02 | -1.21 |
| 2023 | 5.83 | 5.38 | -3.83 | 11.32 |
| 2022 | -7.76 | -14.98 | -5.79 | 8.60 |
| 2021 | 3.82 | 6.36 | -0.74 | 5.79 |
| 2020 | -17.79 | 18.89 | 6.88 | 13.13 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.63 | 14.17 | 19.40 | -19.76 | 15.96 | 18.18 | 23.59 | -6.67 | 19.34 | 7.10 | -0.51 |
| % Total Return Rel to Index | 2.63 | -10.85 | -6.84 | -1.56 | -12.71 | -0.21 | -7.89 | -2.28 | -2.45 | -4.83 | -1.90 |
| % Total Return Rel to Peer | -1.83 | 4.25 | 6.24 | -6.80 | 4.46 | 7.49 | 6.39 | -0.17 | 5.88 | 0.83 | 1.84 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 2.00 | 1.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.06 | 0.11 | 0.00 | 0.00 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.00 |
| % Yield | 0.00 | 0.31 | 0.34 | 0.00 | 0.01 | 0.04 | 0.05 | 0.11 | 0.04 | 0.15 | 0.00 |
| Capital Gains ($) | 0.00 | 0.47 | 0.20 | 1.00 | 0.75 | 0.46 | 0.54 | 0.52 | 0.00 | 0.33 | 0.50 |
| Expense Ratio | 0.00 | 1.10 | 1.10 | 1.10 | 1.11 | 1.14 | 1.13 | 1.14 | 1.14 | 1.16 | 1.15 |
* 1 = Top 20%, 5 = Bottom 20%