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American Funds 2020 Trgt Dt Rtr Inc R-6 (RRCTX)
14.92
0.00
(0.00%)
At close: November 2 at 6:28:47 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.85% |
|---|---|
| 5y Average Return | 5.47% |
| Number of Years Up | 14 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 30, 2026) | 18.71% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 18.71% |
| Worst 3Y Total Return | 2.31% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RRCTX
Category
- YTD
- 2.88%
- 5.78%
- 1-Month
- -2.72%
- 0.81%
- 3-Month
- -2.07%
- 4.21%
- 1-Year
- 5.06%
- 18.91%
- 3-Year
- 11.59%
- 9.48%
- 5-Year
- 5.59%
- 8.82%
- 10-Year
- 6.97%
- 7.36%
- Last Bull Market
- 15.27%
- 14.92%
- Last Bear Market
- -8.36%
- -12.14%
Annual Total Return (%) History
Year
RRCTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-0.35% | 5.43% | -2.07% | -- |
|
2025
|
2.30% | 5.59% | 3.58% | 2.12% |
|
2024
|
3.38% | 0.97% | 6.40% | -1.90% |
|
2023
|
3.11% | 1.51% | -2.74% | 8.51% |
|
2022
|
-3.91% | -8.36% | -5.47% | 6.90% |
|
2021
|
2.39% | 3.89% | -0.27% | 4.29% |
|
2020
|
-8.85% | 9.79% | 3.77% | 6.88% |
|
2019
|
6.82% | 2.79% | 0.70% | 4.54% |
|
2018
|
-0.63% | 0.96% | 1.98% | -4.88% |
|
2017
|
4.01% | 2.43% | 3.03% | 2.83% |
Rank in Category (By Total Return)
| YTD | 86 |
| 1-Month | 93 |
|---|---|
| 3-Month | 80 |
| 1-Year | 76 |
| 3-Year | 27 |
| 5-Year | 3 |
Load Adjusted Returns
| 1-Year | 5.06% |
| 3-Year | 11.59% |
|---|---|
| 5-Year | 5.59% |
| 10-Year | 6.97% |
Performance & Risk
| YTD Return | 4.85% |
| 5y Average Return | 5.47% |
| Rank in Category (ytd) | 86 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.74 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2020 |
| Fund Family | Capital Group |
| Net Assets | 13.22B |
| YTD Return | 2.88% |
| Yield | 2.58% |
| 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 continues past 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.
