American Fds 2050 Target Date Retirement Fd Cl R3: (MF: RCITX)
(NASDAQ Mutual Funds) As of May 30, 2025 08:00 PM ET
$21.45 USD
0.00 (NA)
Latest Performance as of Apr 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -0.73 | 73 |
3 months | -4.29 | 81 |
6 months | 0.06 | 68 |
1 Year | 9.91 | 21 |
3 Year | 9.06 | 11 |
5 Year | 10.86 | 24 |
10 Year | 8.21 | 6 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -47.03 |
Bull Market (2/09 - 3/21) | 512.39 |
Load Adjusted Returns as of Apr 30, 2025
1 Year | 5.01 |
5 Year | 12.91 |
10 Year | 8.31 |
Since Inception | 7.28 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -1.51 | NA | NA | NA |
2024 | 7.51 | 1.57 | 6.13 | -1.08 |
2023 | 5.95 | 5.55 | -3.77 | 11.54 |
2022 | -7.67 | -14.90 | -5.65 | 8.67 |
2021 | 4.00 | 6.44 | -0.63 | 5.93 |
2020 | -17.71 | 19.03 | 7.00 | 13.26 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -0.73 | 14.64 | 20.04 | -19.45 | 16.53 | 18.70 | 24.17 | -6.18 | 19.84 | 7.63 | 0.00 |
% Total Return Rel to Index | 4.18 | -10.37 | -6.20 | -1.24 | -12.14 | 0.30 | -7.31 | -1.79 | -1.95 | -4.30 | -1.38 |
% Total Return Rel to Peer | -0.90 | 4.72 | 6.88 | -6.48 | 5.02 | 8.02 | 6.97 | 0.31 | 6.37 | 1.36 | 2.36 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 2.00 | 1.00 | 2.00 | 3.00 | 2.00 | 2.00 | 1.00 |
% Dividends | 0.00 | 0.15 | 0.18 | 0.06 | 0.08 | 0.06 | 0.09 | 0.08 | 0.07 | 0.07 | 0.04 |
% Yield | 0.00 | 0.69 | 0.77 | 0.36 | 0.39 | 0.33 | 0.55 | 0.56 | 0.50 | 0.60 | 0.34 |
Capital Gains ($) | 0.00 | 0.47 | 0.20 | 1.00 | 0.75 | 0.46 | 0.54 | 0.52 | 0.00 | 0.33 | 0.51 |
Expense Ratio | 0.00 | 0.65 | 0.66 | 0.66 | 0.66 | 0.66 | 0.66 | 0.67 | 0.66 | 0.70 | 0.69 |
* 1 = Top 20%, 5 = Bottom 20%