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American Fds 2020 Target Date Retirement Fd Cl A: (MF: AACTX)
(NASDAQ Mutual Funds) As of Oct 3, 2024 08:00 PM ET
$14.30 USD
-0.05 (-0.35%)
Zacks MF Rank
NA
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.09 | 60 |
| 3 months | 5.83 | 22 |
| 6 months | 7.77 | 50 |
| 1 Year | 14.79 | 58 |
| 3 Year | 2.79 | 46 |
| 5 Year | 6.41 | 58 |
| 10 Year | 5.58 | 49 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -43.22 |
| Bull Market (2/09 - 3/21) | 294.11 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 3.79 |
| 5 Year | 4.29 |
| 10 Year | 4.60 |
| Since Inception | 4.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.39 | 0.82 | NA | NA |
| 2023 | 3.04 | 1.43 | -2.90 | 8.45 |
| 2022 | -3.99 | -8.40 | -5.58 | 6.86 |
| 2021 | 2.32 | 3.76 | -0.34 | 4.18 |
| 2020 | -8.95 | 9.66 | 3.70 | 6.80 |
| 2019 | 6.75 | 2.72 | 0.62 | 4.44 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.09 | 10.05 | -11.26 | 10.24 | 10.59 | 15.25 | -3.01 | 11.17 | 6.71 | -0.19 | 6.44 |
| % Total Return Rel to Index | -10.44 | -16.19 | 6.93 | -18.44 | -7.80 | -16.23 | 1.37 | -10.61 | -5.21 | -1.58 | -7.20 |
| % Total Return Rel to Peer | -0.86 | -3.10 | 1.69 | -1.26 | -0.09 | -1.94 | 3.48 | -2.28 | 0.44 | 2.16 | 2.36 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 4.00 | 4.00 | 4.00 | 1.00 | 4.00 | 3.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.34 | 0.30 | 0.19 | 0.31 | 0.24 | 0.20 | 0.17 | 0.15 | 0.13 | 0.14 |
| % Yield | 0.00 | 2.49 | 2.32 | 1.21 | 2.09 | 1.72 | 1.65 | 1.27 | 1.24 | 1.07 | 1.15 |
| Capital Gains ($) | 0.00 | 0.07 | 0.18 | 0.70 | 0.26 | 0.27 | 0.28 | 0.00 | 0.19 | 0.33 | 0.27 |
| Expense Ratio | 0.34 | 0.34 | 0.33 | 0.35 | 0.35 | 0.36 | 0.35 | 0.36 | 0.37 | 0.36 | 0.35 |
* 1 = Top 20%, 5 = Bottom 20%