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American Funds 2050 Target Date Retirement Fd Cl R-6: (MF: RFITX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$21.20 USD
+0.35 (1.68%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.38 | 83 |
| 3 months | -1.38 | 83 |
| 6 months | -2.23 | 67 |
| 1 Year | 5.70 | 31 |
| 3 Year | 6.43 | 7 |
| 5 Year | 13.65 | 14 |
| 10 Year | 9.02 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.70 |
| 5 Year | 13.65 |
| 10 Year | 9.03 |
| Since Inception | 10.90 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.38 | NA | NA | NA |
| 2024 | 7.68 | 1.73 | 6.28 | -0.86 |
| 2023 | 6.15 | 5.67 | -3.58 | 11.71 |
| 2022 | -7.49 | -14.76 | -5.53 | 8.87 |
| 2021 | 4.20 | 6.58 | -0.43 | 6.04 |
| 2020 | -17.61 | 19.22 | 7.18 | 13.43 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.38 | 15.42 | 20.83 | -18.90 | 17.26 | 19.42 | 25.05 | -5.60 | 20.73 | 8.32 | 0.65 |
| % Total Return Rel to Index | 2.88 | -9.59 | -5.41 | -0.69 | -11.41 | 1.02 | -6.43 | -1.21 | -1.05 | -3.61 | -0.73 |
| % Total Return Rel to Peer | -1.58 | 5.50 | 7.67 | -5.93 | 5.76 | 8.73 | 7.85 | 0.89 | 7.27 | 2.05 | 3.01 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 1.00 | 2.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.28 | 0.29 | 0.17 | 0.21 | 0.16 | 0.18 | 0.17 | 0.16 | 0.15 | 0.11 |
| % Yield | 0.00 | 1.26 | 1.40 | 0.96 | 0.94 | 0.83 | 1.05 | 1.17 | 1.00 | 1.11 | 0.87 |
| Capital Gains ($) | 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 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.03 |
* 1 = Top 20%, 5 = Bottom 20%