American Fds 2025 Target Date Retirement Fd Cl R3: (MF: RCDTX)
(NASDAQ Mutual Funds) As of Oct 3, 2025 08:00 PM ET
$16.75 USD
+0.03 (0.18%)
Latest Performance as of Aug 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 9.77 | 51 |
3 months | 4.99 | 68 |
6 months | 6.98 | 53 |
1 Year | 9.25 | 54 |
3 Year | 9.78 | 60 |
5 Year | 6.19 | 62 |
10 Year | 7.04 | 49 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -45.96 |
Bull Market (2/09 - 3/21) | 372.69 |
Load Adjusted Returns as of Aug 31, 2025
1 Year | 11.95 |
5 Year | 7.07 |
10 Year | 6.50 |
Since Inception | 5.94 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 1.80 | 5.79 | NA | NA |
2024 | 3.60 | 0.87 | 6.04 | -1.98 |
2023 | 3.60 | 1.88 | -3.06 | 8.75 |
2022 | -4.90 | -9.58 | -5.70 | 6.87 |
2021 | 2.16 | 4.17 | -0.37 | 4.33 |
2020 | -10.33 | 11.85 | 4.29 | 8.09 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 9.77 | 8.63 | 11.28 | -13.34 | 10.63 | 13.06 | 16.96 | -4.03 | 13.14 | 6.55 | -0.44 |
% Total Return Rel to Index | -1.01 | -16.39 | -14.96 | 4.86 | -18.05 | -5.34 | -14.52 | 0.36 | -8.65 | -5.37 | -1.83 |
% Total Return Rel to Peer | 0.30 | -1.28 | -1.87 | -0.37 | -0.87 | 2.37 | -0.23 | 2.46 | -0.31 | 0.28 | 1.91 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 4.00 | 3.00 | 4.00 | 2.00 | 4.00 | 3.00 | 2.00 |
% Dividends | 0.00 | 0.33 | 0.29 | 0.23 | 0.11 | 0.21 | 0.16 | 0.14 | 0.11 | 0.11 | 0.06 |
% Yield | 0.00 | 2.15 | 2.23 | 1.71 | 0.69 | 1.34 | 1.15 | 1.08 | 0.80 | 0.90 | 0.56 |
Capital Gains ($) | 0.00 | 0.39 | 0.10 | 0.24 | 0.83 | 0.29 | 0.31 | 0.32 | 0.00 | 0.23 | 0.57 |
Expense Ratio | 0.66 | 0.65 | 0.66 | 0.66 | 0.66 | 0.66 | 0.66 | 0.66 | 0.65 | 0.69 | 0.68 |
* 1 = Top 20%, 5 = Bottom 20%