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American Funds 2025 Trgt Dt Rtr Inc R-6 (RFDTX)
16.94
0.00
(0.00%)
At close: November 2 at 6:48:45 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.83% |
|---|---|
| 5y Average Return | 5.39% |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Oct 30, 2026) | 23.76% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 23.76% |
| Worst 3Y Total Return | 2.22% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RFDTX
Category
- YTD
- 3.09%
- 6.61%
- 1-Month
- -2.69%
- 0.92%
- 3-Month
- -2.12%
- 4.66%
- 1-Year
- 5.30%
- 21.54%
- 3-Year
- 12.05%
- 10.23%
- 5-Year
- 5.68%
- 9.75%
- 10-Year
- 7.69%
- 7.82%
- Last Bull Market
- 15.67%
- 16.61%
- Last Bear Market
- -9.42%
- -14.25%
Annual Total Return (%) History
Year
RFDTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-0.62% | 5.98% | -2.12% | -- |
|
2025
|
1.97% | 6.00% | 3.71% | 2.14% |
|
2024
|
3.82% | 0.99% | 6.25% | -1.85% |
|
2023
|
3.70% | 2.14% | -3.00% | 8.96% |
|
2022
|
-4.76% | -9.42% | -5.59% | 7.14% |
|
2021
|
2.39% | 4.30% | -0.18% | 4.54% |
|
2020
|
-10.26% | 12.07% | 4.50% | 8.16% |
|
2019
|
7.86% | 2.97% | 0.43% | 5.65% |
|
2018
|
-0.30% | 1.12% | 2.21% | -6.32% |
|
2017
|
4.66% | 2.78% | 3.64% | 3.44% |
Rank in Category (By Total Return)
| YTD | 92 |
| 1-Month | 95 |
|---|---|
| 3-Month | 83 |
| 1-Year | 84 |
| 3-Year | 41 |
| 5-Year | 17 |
Load Adjusted Returns
| 1-Year | 5.30% |
| 3-Year | 12.05% |
|---|---|
| 5-Year | 5.68% |
| 10-Year | 7.69% |
Performance & Risk
| YTD Return | 4.83% |
| 5y Average Return | 5.39% |
| Rank in Category (ytd) | 92 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.77 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2025 |
| Fund Family | Capital Group |
| Net Assets | 28.77B |
| YTD Return | 3.09% |
| Yield | 2.44% |
| Morningstar Rating | |
| Inception Date | Jul 13, 2009 |
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.
