Nasdaq - Delayed Quote USD
American Funds 2020 Trgt Date Retire F1 (FAOTX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.79% |
| 5y Average Return | 6.05% |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 6, 2024) | 15.26% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 15.26% |
| Worst 3Y Total Return | 2.43% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FAOTX
Category
- YTD
- 8.86%
- 5.78%
- 1-Month
- -1.75%
- 0.81%
- 3-Month
- 1.82%
- 4.21%
- 1-Year
- 19.78%
- 18.91%
- 3-Year
- 2.57%
- 9.48%
- 5-Year
- 5.97%
- 8.82%
- 10-Year
- 5.67%
- 7.36%
- Last Bull Market
- 13.71%
- 14.92%
- Last Bear Market
- -8.39%
- -12.14%
Annual Total Return (%) History
Year
FAOTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.34% | 0.90% | 6.26% | -- |
| 2023 | 3.06% | 1.45% | -2.93% | 8.42% |
| 2022 | -4.03% | -8.39% | -5.62% | 6.84% |
| 2021 | 2.27% | 3.79% | -0.34% | 4.16% |
| 2020 | -8.93% | 9.63% | 3.65% | 6.85% |
| 2019 | 6.80% | 2.66% | 0.63% | 4.47% |
| 2018 | -0.64% | 0.81% | 1.92% | -5.04% |
| 2017 | 3.86% | 2.28% | 2.97% | 2.72% |
| 2016 | 2.09% | 2.40% | 2.26% | -0.12% |
| 2015 | 1.48% | -0.34% | -4.13% | 2.90% |
| 2014 | 3.68% | -0.76% | 1.66% | -- |
Rank in Category (By Total Return)
| YTD | 9 |
| 1-Month | 17 |
| 3-Month | 1 |
| 1-Year | 25 |
| 3-Year | 2 |
| 5-Year | 13 |
Load Adjusted Returns
| 1-Year | 19.78% |
| 3-Year | 2.57% |
| 5-Year | 5.97% |
| 10-Year | 5.67% |
Performance & Risk
| YTD Return | 9.79% |
| 5y Average Return | 6.05% |
| Rank in Category (ytd) | 9 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2020 |
| Fund Family | American Funds |
| Net Assets | 15.79B |
| YTD Return | 8.86% |
| Yield | 2.44% |
| Morningstar Rating | |
| Inception Date | Jan 27, 2017 |
Fund Summary
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past 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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