Back to top
American Funds 2055 Target Date Retirement Fund Class R-3: (MF: RCMTX)
(NASDAQ Mutual Funds) As of Sep 3, 2025 08:00 PM ET
$29.05 USD
+0.06 (0.21%)
Zacks MF Rank
NA
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.11 | 6 |
| 3 months | 12.28 | 3 |
| 6 months | 7.11 | 10 |
| 1 Year | 14.76 | 4 |
| 3 Year | 14.05 | 5 |
| 5 Year | 10.69 | 20 |
| 10 Year | 9.40 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 15.72 |
| 5 Year | 11.52 |
| 10 Year | 9.47 |
| Since Inception | 10.12 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.90 | 12.47 | NA | NA |
| 2024 | 7.67 | 1.65 | 5.98 | -1.03 |
| 2023 | 6.15 | 5.74 | -3.79 | 11.67 |
| 2022 | -7.95 | -15.24 | -5.61 | 8.66 |
| 2021 | 4.01 | 6.50 | -0.58 | 5.78 |
| 2020 | -17.72 | 18.99 | 6.96 | 13.26 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.11 | 14.79 | 20.60 | -19.99 | 16.50 | 18.62 | 24.22 | -6.21 | 20.06 | 7.64 | -0.13 |
| % Total Return Rel to Index | 2.52 | -10.22 | -5.63 | -1.79 | -12.17 | 0.21 | -7.26 | -1.81 | -1.73 | -4.29 | -1.52 |
| % Total Return Rel to Peer | 3.90 | 4.87 | 7.44 | -7.03 | 5.00 | 7.93 | 7.02 | 0.28 | 6.60 | 1.37 | 2.21 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 2.00 | 1.00 | 2.00 | 3.00 | 2.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.16 | 0.21 | 0.04 | 0.09 | 0.08 | 0.11 | 0.09 | 0.08 | 0.09 | 0.06 |
| % Yield | 0.00 | 0.60 | 0.66 | 0.22 | 0.32 | 0.33 | 0.50 | 0.53 | 0.44 | 0.54 | 0.38 |
| Capital Gains ($) | 0.00 | 0.59 | 0.24 | 1.25 | 0.91 | 0.55 | 0.63 | 0.60 | 0.00 | 0.37 | 0.50 |
| Expense Ratio | 0.66 | 0.65 | 0.66 | 0.66 | 0.66 | 0.67 | 0.67 | 0.67 | 0.67 | 0.71 | 0.72 |
* 1 = Top 20%, 5 = Bottom 20%