American Fds 2035 Target Date Retirement Fd Cl R4: (MF: RDFTX)
(NASDAQ Mutual Funds) As of May 19, 2025 08:00 PM ET
$19.80 USD
+0.07 (0.36%)
Latest Performance as of Apr 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 0.84 | 38 |
3 months | -2.15 | 46 |
6 months | 1.31 | 28 |
1 Year | 10.57 | 12 |
3 Year | 8.14 | 24 |
5 Year | 10.01 | 33 |
10 Year | 7.85 | 12 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -46.79 |
Bull Market (2/09 - 3/21) | 486.65 |
Load Adjusted Returns as of Apr 30, 2025
1 Year | 6.32 |
5 Year | 11.86 |
10 Year | 7.96 |
Since Inception | 7.21 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 0.21 | NA | NA | NA |
2024 | 5.93 | 1.29 | 6.17 | -1.35 |
2023 | 4.99 | 4.01 | -3.32 | 10.30 |
2022 | -6.31 | -12.65 | -5.70 | 8.22 |
2021 | 3.53 | 5.69 | -0.41 | 5.63 |
2020 | -15.70 | 16.96 | 6.31 | 11.71 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 0.84 | 12.39 | 16.45 | -16.50 | 15.13 | 17.11 | 22.90 | -5.53 | 18.92 | 7.63 | 0.20 |
% Total Return Rel to Index | 5.76 | -12.62 | -9.78 | 1.70 | -13.55 | -1.28 | -8.58 | -1.14 | -2.87 | -4.30 | -1.18 |
% Total Return Rel to Peer | 0.67 | 2.47 | 3.29 | -3.53 | 3.62 | 6.42 | 5.70 | 0.96 | 5.46 | 1.35 | 2.56 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 1.00 | 2.00 | 2.00 | 2.00 | 2.00 | 1.00 |
% Dividends | 0.00 | 0.32 | 0.30 | 0.21 | 0.16 | 0.16 | 0.17 | 0.15 | 0.13 | 0.13 | 0.09 |
% Yield | 0.00 | 1.61 | 1.74 | 1.31 | 0.76 | 0.87 | 1.04 | 1.10 | 0.90 | 1.00 | 0.69 |
Capital Gains ($) | 0.00 | 0.48 | 0.15 | 0.62 | 0.85 | 0.45 | 0.49 | 0.48 | 0.00 | 0.31 | 0.59 |
Expense Ratio | 0.00 | 0.35 | 0.36 | 0.36 | 0.36 | 0.36 | 0.36 | 0.36 | 0.35 | 0.38 | 0.36 |
* 1 = Top 20%, 5 = Bottom 20%