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American Funds 2040 Target Date Retirement Fund (RBEKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend9M
20.99-0.03 (-0.14%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.07%
5-Year Average Return9.56%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Nov 25, 2024)23.37%
Worst 1 Yr Total Return (Nov 25, 2024)N/A
Best 3-Yr Total Return23.37%
Worst 3-Yr Total Return3.74%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRBEKXCategory
YTD13.09%10.80%
1-Month-1.82%1.06%
3-Month2.30%6.14%
1-Year28.52%33.59%
3-Year3.39%12.99%
5-Year9.66%12.87%
10-Year8.46%9.72%
Last Bull Market21.55%19.05%
Last Bear Market-14.02%-17.54%

Annual Total Return (%) History

Year
RBEKXCategory
2024
N/AN/A
2023
18.45%N/A
2022
-18.24%N/A
2021
15.82%N/A
2020
17.88%14.56%
2019
23.37%23.19%
2018
-6.27%-7.74%
2017
21.09%19.52%
2016
7.34%7.95%
2015
-0.06%-1.99%
2014
N/A5.25%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.96%1.50%6.10%N/A
20235.57%4.91%-3.70%11.05%
2022-7.01%-14.02%-5.81%8.57%
20213.72%6.17%-0.70%5.92%
2020-17.17%18.23%6.72%12.79%
201910.93%3.02%-0.33%8.31%
20180.20%1.60%3.01%-10.61%
20176.31%3.71%4.80%4.79%
20160.49%2.20%4.15%0.36%
20152.25%0.68%-7.32%4.75%
20141.95%N/AN/AN/A

Rank In Category (By Total Return)

YTD16
1-Month9
3-Month2
1-Year22
3-Year50
5-Year14

Load Adjusted Returns

1-Year28.52%
3-Year3.39%
5-Year9.66%
10-Year8.46%