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American Fds 2010 Target Date Retirement Fd Cl R2: (MF: RBATX)
(NASDAQ Mutual Funds) As of Jul 17, 2025 08:00 PM ET
$12.24 USD
+0.02 (0.16%)
Zacks MF Rank
NA
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.80 | 53 |
| 3 months | 4.25 | 76 |
| 6 months | 6.80 | 53 |
| 1 Year | 10.82 | 53 |
| 3 Year | 7.19 | 80 |
| 5 Year | 5.35 | 78 |
| 10 Year | 4.78 | 74 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -38.26 |
| Bull Market (2/09 - 3/21) | 215.83 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 10.82 |
| 5 Year | 5.35 |
| 10 Year | 4.78 |
| Since Inception | 4.31 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.44 | 4.25 | NA | NA |
| 2024 | 2.50 | 0.61 | 5.90 | -2.02 |
| 2023 | 2.34 | 0.54 | -2.63 | 7.32 |
| 2022 | -3.52 | -7.13 | -5.48 | 6.03 |
| 2021 | 1.89 | 2.95 | -0.49 | 3.61 |
| 2020 | -7.94 | 7.94 | 2.90 | 5.67 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.80 | 7.01 | 7.52 | -10.21 | 8.16 | 8.05 | 12.57 | -3.61 | 9.20 | 6.35 | -1.93 |
| % Total Return Rel to Index | 0.60 | -18.00 | -18.71 | 7.98 | -20.51 | -10.34 | -18.91 | 0.77 | -12.58 | -5.58 | -3.32 |
| % Total Return Rel to Peer | 0.16 | -2.90 | -5.63 | 2.75 | -3.34 | -2.62 | -4.62 | 2.88 | -4.25 | 0.08 | 0.42 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 4.00 | 4.00 | 5.00 | 1.00 | 5.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.25 | 0.23 | 0.17 | 0.08 | 0.19 | 0.14 | 0.12 | 0.09 | 0.10 | 0.06 |
| % Yield | 0.00 | 2.13 | 2.18 | 1.58 | 0.69 | 1.62 | 1.22 | 1.21 | 0.89 | 0.98 | 0.62 |
| Capital Gains ($) | 0.00 | 0.24 | 0.08 | 0.10 | 0.27 | 0.15 | 0.16 | 0.17 | 0.08 | 0.09 | 0.31 |
| Expense Ratio | 1.11 | 1.10 | 1.10 | 1.11 | 1.10 | 1.12 | 1.11 | 1.11 | 1.09 | 1.12 | 1.05 |
* 1 = Top 20%, 5 = Bottom 20%