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American Funds 2050 Trgt Date Retire R6 (RFITX)
At close: 8:05 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 16.64% |
| 5y Average Return | 11.58% |
| Number of Years Up | 11 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Oct 22, 2024) | 26.65% |
| Worst 1Y Total Return (Oct 22, 2024) | -- |
| Best 3Y Total Return | 26.65% |
| Worst 3Y Total Return | 4.34% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RFITX
Category
- YTD
- 16.43%
- 11.99%
- 1-Month
- 2.06%
- 1.08%
- 3-Month
- 6.28%
- 6.55%
- 1-Year
- 30.07%
- 37.09%
- 3-Year
- 6.56%
- 13.69%
- 5-Year
- 11.71%
- 13.58%
- 10-Year
- 9.91%
- 10.11%
- Last Bull Market
- 23.23%
- 19.71%
- Last Bear Market
- -14.76%
- -18.27%
Annual Total Return (%) History
Year
RFITX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.68% | 1.73% | 6.28% | -- |
| 2023 | 6.15% | 5.68% | -3.58% | 11.72% |
| 2022 | -7.49% | -14.76% | -5.53% | 8.88% |
| 2021 | 4.20% | 6.58% | -0.43% | 6.05% |
| 2020 | -17.62% | 19.23% | 7.19% | 13.43% |
| 2019 | 11.46% | 3.30% | -0.26% | 8.88% |
| 2018 | 0.53% | 1.90% | 3.35% | -10.84% |
| 2017 | 6.62% | 3.99% | 5.12% | 5.20% |
| 2016 | 0.49% | 2.37% | 4.56% | 0.71% |
| 2015 | 2.28% | 0.92% | -7.25% | 5.12% |
| 2014 | 1.54% | 4.39% | -1.07% | 2.06% |
| 2013 | 7.52% | 1.77% | 7.15% | 8.02% |
| 2012 | 10.71% | -2.67% | 5.71% | 2.48% |
| 2011 | 4.34% | 0.94% | -14.23% | 8.18% |
| 2010 | 3.44% | -9.75% | 12.45% | 7.71% |
| 2009 | 5.40% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 43 |
| 1-Month | 26 |
| 3-Month | 52 |
| 1-Year | 18 |
| 3-Year | 43 |
| 5-Year | 3 |
Load Adjusted Returns
| 1-Year | 30.07% |
| 3-Year | 6.56% |
| 5-Year | 11.71% |
| 10-Year | 9.91% |
Performance & Risk
| YTD Return | 16.64% |
| 5y Average Return | 11.58% |
| Rank in Category (ytd) | 43 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.21 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2050 |
| Fund Family | American Funds |
| Net Assets | 34.18B |
| YTD Return | 16.43% |
| Yield | 1.34% |
| 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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