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American Fds 2020 Target Date Retirement Fd Cl R5: (MF: RECTX)
(NASDAQ Mutual Funds) As of Apr 18, 2024 08:00 PM ET
$13.11 USD
-0.03 (-0.23%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.44 | 71 |
| 3 months | 3.44 | 71 |
| 6 months | 12.23 | 63 |
| 1 Year | 10.73 | 68 |
| 3 Year | 3.13 | 52 |
| 5 Year | 6.14 | 57 |
| 10 Year | 5.79 | 45 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -42.97 |
| Bull Market (2/09 - 3/21) | 290.01 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 10.73 |
| 5 Year | 6.14 |
| 10 Year | 5.79 |
| Since Inception | 5.63 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.44 | NA | NA | NA |
| 2023 | 3.09 | 1.50 | -2.80 | 8.50 |
| 2022 | -3.96 | -8.40 | -5.45 | 6.93 |
| 2021 | 2.38 | 3.80 | -0.20 | 4.29 |
| 2020 | -8.88 | 9.75 | 3.75 | 6.87 |
| 2019 | 6.79 | 2.78 | 0.69 | 4.53 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.44 | 10.35 | -11.06 | 10.62 | 10.89 | 15.54 | -2.70 | 11.58 | 6.99 | 0.18 | 6.70 |
| % Total Return Rel to Index | -7.11 | -15.88 | 7.14 | -18.06 | -7.51 | -15.94 | 1.68 | -10.21 | -4.94 | -1.20 | -6.93 |
| % Total Return Rel to Peer | -1.69 | -2.80 | 1.90 | -0.88 | 0.20 | -1.65 | 3.79 | -1.87 | 0.71 | 2.54 | 2.62 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 3.00 | 4.00 | 4.00 | 1.00 | 4.00 | 3.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.38 | 0.34 | 0.23 | 0.34 | 0.27 | 0.24 | 0.20 | 0.18 | 0.16 | 0.17 |
| % Yield | 0.00 | 2.83 | 2.67 | 1.51 | 2.40 | 2.04 | 1.98 | 1.56 | 1.56 | 1.39 | 1.46 |
| Capital Gains ($) | 0.00 | 0.07 | 0.18 | 0.70 | 0.26 | 0.27 | 0.28 | 0.00 | 0.19 | 0.33 | 0.27 |
| Expense Ratio | 0.00 | 0.06 | 0.05 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.07 | 0.07 | 0.06 |
* 1 = Top 20%, 5 = Bottom 20%