Nasdaq - Delayed Quote
USD
American Funds 2030 Trgt Dt Rtr R-6 (RFETX)
19.74
0.00
(0.00%)
At close: November 2 at 6:48:45 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.17% |
|---|---|
| 5y Average Return | 6.00% |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Oct 30, 2026) | 25.64% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 25.64% |
| Worst 3Y Total Return | 2.77% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RFETX
Category
- YTD
- 4.10%
- 7.97%
- 1-Month
- -2.45%
- 0.98%
- 3-Month
- -1.96%
- 5.18%
- 1-Year
- 6.54%
- 25.53%
- 3-Year
- 13.60%
- 11.28%
- 5-Year
- 6.57%
- 10.98%
- 10-Year
- 8.82%
- 8.54%
- Last Bull Market
- 17.76%
- 17.21%
- Last Bear Market
- -10.83%
- -15.52%
Annual Total Return (%) History
Year
RFETX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-1.28% | 7.56% | -1.96% | -- |
|
2025
|
0.98% | 7.56% | 4.10% | 2.34% |
|
2024
|
4.81% | 1.18% | 6.16% | -1.53% |
|
2023
|
4.52% | 3.08% | -3.18% | 9.78% |
|
2022
|
-5.48% | -10.83% | -5.64% | 7.52% |
|
2021
|
2.91% | 4.90% | -0.27% | 5.12% |
|
2020
|
-12.56% | 13.83% | 5.42% | 9.74% |
|
2019
|
9.01% | 3.12% | 0.27% | 6.51% |
|
2018
|
0.00% | 1.38% | 2.59% | -7.86% |
|
2017
|
5.58% | 3.32% | 4.24% | 4.12% |
Rank in Category (By Total Return)
| YTD | 84 |
| 1-Month | 89 |
|---|---|
| 3-Month | 88 |
| 1-Year | 79 |
| 3-Year | 42 |
| 5-Year | 17 |
Load Adjusted Returns
| 1-Year | 6.54% |
| 3-Year | 13.60% |
|---|---|
| 5-Year | 6.57% |
| 10-Year | 8.82% |
Performance & Risk
| YTD Return | 5.17% |
| 5y Average Return | 6.00% |
| Rank in Category (ytd) | 84 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2030 |
| Fund Family | Capital Group |
| Net Assets | 49.86B |
| YTD Return | 4.10% |
| Yield | 1.98% |
| Morningstar Rating | |
| Inception Date | Feb 01, 2007 |
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.
