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American Funds 2055 Target Date Retirement Fund Class R-5: (MF: REKTX)
(NASDAQ Mutual Funds) As of Sep 3, 2025 08:00 PM ET
$29.91 USD
+0.07 (0.24%)
Zacks MF Rank
NA
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.48 | 4 |
| 3 months | 12.41 | 2 |
| 6 months | 7.41 | 7 |
| 1 Year | 15.41 | 3 |
| 3 Year | 14.72 | 3 |
| 5 Year | 11.37 | 10 |
| 10 Year | 10.07 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 16.40 |
| 5 Year | 12.18 |
| 10 Year | 10.12 |
| Since Inception | 10.79 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.78 | 12.65 | NA | NA |
| 2024 | 7.83 | 1.80 | 6.17 | -0.91 |
| 2023 | 6.31 | 5.89 | -3.65 | 11.84 |
| 2022 | -7.86 | -15.08 | -5.48 | 8.82 |
| 2021 | 4.14 | 6.65 | -0.45 | 5.98 |
| 2020 | -17.56 | 19.17 | 7.12 | 13.47 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.48 | 15.48 | 21.32 | -19.52 | 17.19 | 19.41 | 24.92 | -5.66 | 20.81 | 8.34 | 0.50 |
| % Total Return Rel to Index | 2.89 | -9.53 | -4.92 | -1.32 | -11.49 | 1.01 | -6.56 | -1.27 | -0.97 | -3.58 | -0.88 |
| % Total Return Rel to Peer | 4.27 | 5.56 | 8.16 | -6.56 | 5.68 | 8.73 | 7.72 | 0.83 | 7.35 | 2.07 | 2.86 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 1.00 | 3.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.31 | 0.33 | 0.17 | 0.24 | 0.20 | 0.21 | 0.20 | 0.18 | 0.17 | 0.14 |
| % Yield | 0.00 | 1.10 | 1.23 | 0.77 | 0.82 | 0.78 | 0.96 | 1.08 | 0.90 | 1.00 | 0.87 |
| Capital Gains ($) | 0.00 | 0.59 | 0.24 | 1.25 | 0.91 | 0.55 | 0.63 | 0.60 | 0.00 | 0.37 | 0.50 |
| Expense Ratio | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.07 | 0.07 | 0.07 | 0.09 | 0.11 |
* 1 = Top 20%, 5 = Bottom 20%