Nasdaq - Delayed Quote
USD
American Funds 2060 Trgt Dt Rtr R-6 (RFUTX)
22.05
-0.01
(-0.05%)
At close: 8:03:46 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.50% |
|---|---|
| 5y Average Return | 8.09% |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 30, 2026) | 25.01% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 25.01% |
| Worst 3Y Total Return | 3.99% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RFUTX
Category
- YTD
- 9.75%
- 6.10%
- 1-Month
- -1.57%
- 0.90%
- 3-Month
- -1.53%
- 6.10%
- 1-Year
- 13.27%
- 14.41%
- 3-Year
- 19.69%
- 4.94%
- 5-Year
- 9.65%
- 9.53%
- 10-Year
- 11.79%
- 0.00%
- Last Bull Market
- 26.56%
- 5.12%
- Last Bear Market
- -15.18%
- 0.00%
Annual Total Return (%) History
Year
RFUTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-3.36% | 15.33% | -1.53% | -- |
|
2025
|
-1.90% | 12.79% | 5.75% | 3.21% |
|
2024
|
7.87% | 1.79% | 6.20% | -0.86% |
|
2023
|
6.38% | 5.99% | -3.62% | 11.90% |
|
2022
|
-7.89% | -15.18% | -5.44% | 8.74% |
|
2021
|
4.11% | 6.74% | -0.40% | 5.89% |
|
2020
|
-17.53% | 19.13% | 7.09% | 13.53% |
|
2019
|
11.43% | 3.34% | -0.23% | 8.82% |
|
2018
|
0.56% | 1.92% | 3.30% | -10.88% |
|
2017
|
6.59% | 4.00% | 5.07% | 5.17% |
Rank in Category (By Total Return)
| YTD | 86 |
| 1-Month | 30 |
|---|---|
| 3-Month | 98 |
| 1-Year | 83 |
| 3-Year | 46 |
| 5-Year | 59 |
Load Adjusted Returns
| 1-Year | 13.27% |
| 3-Year | 19.69% |
|---|---|
| 5-Year | 9.65% |
| 10-Year | 11.79% |
Performance & Risk
| YTD Return | 7.50% |
| 5y Average Return | 8.09% |
| Rank in Category (ytd) | 86 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.22 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2060+ |
| Fund Family | Capital Group |
| Net Assets | 20.75B |
| YTD Return | 9.75% |
| Yield | 0.74% |
| Morningstar Rating | |
| Inception Date | Mar 27, 2015 |
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.
