Nasdaq - Delayed Quote
USD
American Funds 2055 Trgt Date Retire R-4 (RDJTX)
31.82
-0.01
(-0.03%)
At close: November 2 at 6:48:40 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.21% |
|---|---|
| 5y Average Return | 7.73% |
| Number of Years Up | 12 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Oct 30, 2026) | 26.15% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 26.15% |
| Worst 3Y Total Return | 3.71% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RDJTX
Category
- YTD
- 9.26%
- 12.13%
- 1-Month
- -1.70%
- 1.09%
- 3-Month
- -1.64%
- 6.61%
- 1-Year
- 12.72%
- 37.63%
- 3-Year
- 19.17%
- 13.82%
- 5-Year
- 9.25%
- 13.76%
- 10-Year
- 11.40%
- 10.29%
- Last Bull Market
- 26.00%
- 19.35%
- Last Bear Market
- -15.17%
- -17.99%
Annual Total Return (%) History
Year
RDJTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-3.37% | 14.95% | -1.64% | -- |
|
2025
|
-1.84% | 12.55% | 5.59% | 3.16% |
|
2024
|
7.75% | 1.71% | 6.10% | -0.97% |
|
2023
|
6.29% | 5.82% | -3.74% | 11.77% |
|
2022
|
-7.88% | -15.17% | -5.55% | 8.70% |
|
2021
|
4.06% | 6.61% | -0.54% | 5.88% |
|
2020
|
-17.68% | 19.14% | 7.05% | 13.35% |
|
2019
|
11.37% | 3.19% | -0.31% | 8.76% |
|
2018
|
0.48% | 1.86% | 3.18% | -10.91% |
|
2017
|
6.56% | 3.89% | 5.01% | 5.08% |
Rank in Category (By Total Return)
| YTD | 89 |
| 1-Month | 59 |
|---|---|
| 3-Month | 100 |
| 1-Year | 86 |
| 3-Year | 59 |
| 5-Year | 64 |
Load Adjusted Returns
| 1-Year | 12.72% |
| 3-Year | 19.17% |
|---|---|
| 5-Year | 9.25% |
| 10-Year | 11.40% |
Performance & Risk
| YTD Return | 7.21% |
| 5y Average Return | 7.73% |
| Rank in Category (ytd) | 89 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.21 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2055 |
| Fund Family | Capital Group |
| Net Assets | 31.28B |
| YTD Return | 9.26% |
| Yield | 0.46% |
| Morningstar Rating | |
| Inception Date | Feb 01, 2010 |
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.
