Nasdaq - Delayed Quote USD
American Funds 2030 Trgt Date Retire A (AAETX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 11.09% |
| 5y Average Return | 8.03% |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 25, 2024) | 31.07% |
| Worst 1Y Total Return (Oct 25, 2024) | -- |
| Best 3Y Total Return | 31.07% |
| Worst 3Y Total Return | 3.12% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
AAETX
Category
- YTD
- 12.33%
- 7.97%
- 1-Month
- 1.68%
- 0.98%
- 3-Month
- 6.09%
- 5.18%
- 1-Year
- 23.14%
- 25.53%
- 3-Year
- 4.68%
- 11.28%
- 5-Year
- 8.51%
- 10.98%
- 10-Year
- 7.65%
- 8.54%
- Last Bull Market
- 16.95%
- 17.21%
- Last Bear Market
- -10.89%
- -15.52%
Annual Total Return (%) History
Year
AAETX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.71% | 1.12% | 6.09% | -- |
| 2023 | 4.40% | 2.97% | -3.20% | 9.63% |
| 2022 | -5.56% | -10.89% | -5.74% | 7.49% |
| 2021 | 2.80% | 4.81% | -0.33% | 4.99% |
| 2020 | -12.66% | 13.82% | 5.31% | 9.66% |
| 2019 | 8.96% | 3.00% | 0.20% | 6.41% |
| 2018 | -0.14% | 1.32% | 2.47% | -7.95% |
| 2017 | 5.52% | 3.26% | 4.18% | 4.05% |
| 2016 | 1.00% | 2.30% | 3.61% | 0.24% |
| 2015 | 2.05% | 0.46% | -6.37% | 4.36% |
| 2014 | 1.53% | 4.14% | -1.07% | 1.98% |
| 2013 | 7.13% | 1.66% | 6.73% | 7.70% |
| 2012 | 10.38% | -2.63% | 5.61% | 2.30% |
| 2011 | 4.16% | 0.82% | -13.60% | 7.85% |
| 2010 | 3.30% | -9.35% | 12.08% | 7.38% |
| 2009 | -6.95% | 16.72% | 14.74% | 5.18% |
| 2008 | -7.73% | -2.02% | -11.33% | -19.16% |
| 2007 | 6.89% | 3.55% | -1.78% | -- |
Rank in Category (By Total Return)
| YTD | 37 |
| 1-Month | 45 |
| 3-Month | 26 |
| 1-Year | 31 |
| 3-Year | 13 |
| 5-Year | 10 |
Load Adjusted Returns
| 1-Year | 16.06% |
| 3-Year | 2.63% |
| 5-Year | 7.24% |
| 10-Year | 7.02% |
Performance & Risk
| YTD Return | 11.09% |
| 5y Average Return | 8.03% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2030 |
| Fund Family | American Funds |
| Net Assets | 50.54B |
| YTD Return | 12.33% |
| Yield | 1.75% |
| Morningstar Rating | |
| Inception Date | Feb 21, 2014 |
Fund Summary
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
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