American Funds 2020 Target Date Retirement Fd Cl R-6: (MF: RRCTX)
(NASDAQ Mutual Funds) As of Jul 3, 2025 08:00 PM ET
$14.58 USD
+0.03 (0.21%)
Latest Performance as of May 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 4.90 | 16 |
3 months | 1.94 | 27 |
6 months | 2.89 | 8 |
1 Year | 10.78 | 21 |
3 Year | 6.63 | 56 |
5 Year | 6.90 | 60 |
10 Year | 6.07 | 46 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
1 Year | 7.80 |
5 Year | 8.09 |
10 Year | 5.96 |
Since Inception | 8.14 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 2.30 | NA | NA | NA |
2024 | 3.37 | 0.96 | 6.39 | -1.91 |
2023 | 3.11 | 1.50 | -2.73 | 8.51 |
2022 | -3.91 | -8.35 | -5.47 | 6.93 |
2021 | 2.39 | 3.89 | -0.27 | 4.28 |
2020 | -8.84 | 9.78 | 3.76 | 6.88 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 4.90 | 8.92 | 10.46 | -10.98 | 10.63 | 10.99 | 15.57 | -2.66 | 11.59 | 7.05 | 0.23 |
% Total Return Rel to Index | 3.84 | -16.09 | -15.78 | 7.21 | -18.04 | -7.41 | -15.91 | 1.73 | -10.20 | -4.88 | -1.15 |
% Total Return Rel to Peer | 1.52 | -0.98 | -2.69 | 1.98 | -0.87 | 0.30 | -1.62 | 3.83 | -1.87 | 0.77 | 2.58 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 1.00 | 4.00 | 4.00 | 4.00 | 1.00 | 4.00 | 3.00 | 1.00 |
% Dividends | 0.00 | 0.41 | 0.39 | 0.34 | 0.24 | 0.35 | 0.28 | 0.25 | 0.21 | 0.19 | 0.16 |
% Yield | 0.00 | 2.86 | 2.96 | 2.65 | 1.52 | 2.38 | 2.03 | 1.98 | 1.57 | 1.55 | 1.39 |
Capital Gains ($) | 0.00 | 0.32 | 0.07 | 0.18 | 0.70 | 0.26 | 0.27 | 0.28 | 0.00 | 0.19 | 0.33 |
Expense Ratio | 0.00 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 |
* 1 = Top 20%, 5 = Bottom 20%