American Fds 2035 Target Date Retirement Fd Cl R2: (MF: RBFTX)
(NASDAQ Mutual Funds) As of Oct 20, 2025 05:30 PM ET
$21.09 USD
+0.15 (0.72%)
Latest Performance as of Sep 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 13.30 | 41 |
3 months | 4.24 | 64 |
6 months | 13.30 | 41 |
1 Year | 11.59 | 38 |
3 Year | 16.42 | 38 |
5 Year | 9.06 | 43 |
10 Year | 9.26 | 29 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -47.31 |
Bull Market (2/09 - 3/21) | 474.54 |
Load Adjusted Returns as of Sep 30, 2025
1 Year | 11.59 |
5 Year | 9.06 |
10 Year | 9.26 |
Since Inception | 6.96 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 0.00 | 8.68 | 4.24 | NA |
2024 | 5.73 | 1.10 | 5.96 | -1.51 |
2023 | 4.84 | 3.85 | -3.59 | 10.16 |
2022 | -6.55 | -12.79 | -5.85 | 7.94 |
2021 | 3.32 | 5.54 | -0.63 | 5.47 |
2020 | -15.85 | 16.84 | 6.05 | 11.52 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 13.30 | 11.56 | 15.64 | -17.19 | 14.30 | 16.28 | 21.90 | -6.22 | 17.98 | 6.90 | -0.55 |
% Total Return Rel to Index | -1.53 | -13.45 | -10.60 | 1.01 | -14.38 | -2.11 | -9.58 | -1.82 | -3.81 | -5.02 | -1.94 |
% Total Return Rel to Peer | 1.43 | 1.64 | 2.48 | -4.22 | 2.79 | 5.59 | 4.70 | 0.27 | 4.52 | 0.63 | 1.80 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 |
% Dividends | 0.00 | 0.18 | 0.18 | 0.09 | 0.02 | 0.05 | 0.06 | 0.05 | 0.03 | 0.04 | 0.00 |
% Yield | 0.00 | 0.96 | 1.03 | 0.57 | 0.10 | 0.31 | 0.39 | 0.36 | 0.24 | 0.33 | 0.03 |
Capital Gains ($) | 0.00 | 0.48 | 0.15 | 0.62 | 0.85 | 0.45 | 0.49 | 0.48 | 0.00 | 0.31 | 0.59 |
Expense Ratio | 1.11 | 1.10 | 1.10 | 1.11 | 1.10 | 1.11 | 1.11 | 1.11 | 1.10 | 1.11 | 1.04 |
* 1 = Top 20%, 5 = Bottom 20%