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American Fds 2050 Target Date Retirement Fd Cl R4: (MF: RDITX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$20.98 USD
+0.34 (1.65%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.44 | 83 |
| 3 months | -1.44 | 83 |
| 6 months | -2.40 | 73 |
| 1 Year | 5.35 | 43 |
| 3 Year | 6.06 | 13 |
| 5 Year | 13.24 | 21 |
| 10 Year | 8.63 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.81 |
| Bull Market (2/09 - 3/21) | 543.67 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.35 |
| 5 Year | 13.23 |
| 10 Year | 8.64 |
| Since Inception | 7.62 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.44 | NA | NA | NA |
| 2024 | 7.58 | 1.65 | 6.20 | -0.97 |
| 2023 | 6.07 | 5.60 | -3.72 | 11.61 |
| 2022 | -7.59 | -14.84 | -5.64 | 8.81 |
| 2021 | 4.07 | 6.53 | -0.53 | 6.00 |
| 2020 | -17.62 | 19.06 | 7.06 | 13.35 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.44 | 15.01 | 20.37 | -19.21 | 16.90 | 19.03 | 24.62 | -5.92 | 20.27 | 7.97 | 0.29 |
| % Total Return Rel to Index | 2.81 | -10.00 | -5.87 | -1.00 | -11.78 | 0.62 | -6.86 | -1.53 | -1.52 | -3.96 | -1.09 |
| % Total Return Rel to Peer | -1.64 | 5.09 | 7.21 | -6.24 | 5.39 | 8.34 | 7.42 | 0.57 | 6.81 | 1.70 | 2.64 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 2.00 | 1.00 | 1.00 | 3.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.21 | 0.23 | 0.10 | 0.14 | 0.10 | 0.13 | 0.12 | 0.11 | 0.11 | 0.08 |
| % Yield | 0.00 | 0.97 | 1.08 | 0.63 | 0.64 | 0.52 | 0.80 | 0.85 | 0.77 | 0.87 | 0.62 |
| Capital Gains ($) | 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 | 0.36 | 0.36 | 0.36 | 0.36 | 0.36 | 0.36 | 0.37 | 0.36 | 0.38 | 0.37 |
* 1 = Top 20%, 5 = Bottom 20%