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American Fds 2050 Target Date Retirement Fd Cl R2: (MF: RBITX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$20.37 USD
+0.34 (1.70%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.68 | 87 |
| 3 months | -1.68 | 87 |
| 6 months | -2.81 | 86 |
| 1 Year | 4.53 | 69 |
| 3 Year | 5.26 | 28 |
| 5 Year | 12.40 | 29 |
| 10 Year | 7.82 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -47.36 |
| Bull Market (2/09 - 3/21) | 473.31 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 4.53 |
| 5 Year | 12.39 |
| 10 Year | 7.83 |
| Since Inception | 6.83 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.68 | NA | NA | NA |
| 2024 | 7.39 | 1.49 | 5.97 | -1.14 |
| 2023 | 5.83 | 5.38 | -3.83 | 11.33 |
| 2022 | -7.76 | -14.98 | -5.85 | 8.66 |
| 2021 | 3.82 | 6.36 | -0.74 | 5.78 |
| 2020 | -17.81 | 18.91 | 6.82 | 13.21 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.68 | 14.19 | 19.41 | -19.77 | 15.95 | 18.20 | 23.66 | -6.60 | 19.35 | 7.10 | -0.35 |
| % Total Return Rel to Index | 2.58 | -10.82 | -6.82 | -1.57 | -12.73 | -0.19 | -7.82 | -2.21 | -2.43 | -4.83 | -1.74 |
| % Total Return Rel to Peer | -1.88 | 4.27 | 6.26 | -6.80 | 4.44 | 7.52 | 6.46 | -0.10 | 5.89 | 0.83 | 2.00 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 2.00 | 1.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.07 | 0.11 | 0.00 | 0.00 | 0.00 | 0.02 | 0.01 | 0.01 | 0.03 | 0.00 |
| % Yield | 0.00 | 0.33 | 0.36 | 0.00 | 0.00 | 0.00 | 0.16 | 0.12 | 0.11 | 0.23 | 0.00 |
| Capital Gains ($) | 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 | 1.11 | 1.11 | 1.10 | 1.11 | 1.11 | 1.11 | 1.10 | 1.12 | 1.05 |
* 1 = Top 20%, 5 = Bottom 20%