Back to top
American Fds 2020 Target Date Retirement Fd Cl R3: (MF: RCCTX)
(NASDAQ Mutual Funds) As of Oct 2, 2024 08:00 PM ET
$14.20 USD
-0.01 (-0.07%)
Zacks MF Rank
NA
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.85 | 62 |
| 3 months | 5.81 | 23 |
| 6 months | 7.69 | 52 |
| 1 Year | 14.48 | 60 |
| 3 Year | 2.47 | 52 |
| 5 Year | 6.08 | 62 |
| 10 Year | 5.25 | 55 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -43.50 |
| Bull Market (2/09 - 3/21) | 275.23 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 9.41 |
| 5 Year | 5.12 |
| 10 Year | 4.85 |
| Since Inception | 4.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.26 | 0.75 | NA | NA |
| 2023 | 2.98 | 1.36 | -2.93 | 8.34 |
| 2022 | -4.09 | -8.54 | -5.64 | 6.79 |
| 2021 | 2.19 | 3.73 | -0.41 | 4.14 |
| 2020 | -9.02 | 9.57 | 3.58 | 6.76 |
| 2019 | 6.63 | 2.66 | 0.47 | 4.41 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.85 | 9.78 | -11.62 | 9.94 | 10.25 | 14.84 | -3.28 | 10.84 | 6.37 | -0.47 | 6.06 |
| % Total Return Rel to Index | -10.68 | -16.46 | 6.58 | -18.73 | -8.15 | -16.64 | 1.10 | -10.95 | -5.55 | -1.86 | -7.57 |
| % Total Return Rel to Peer | -1.10 | -3.37 | 1.34 | -1.56 | -0.43 | -2.35 | 3.20 | -2.62 | 0.10 | 1.88 | 1.98 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 4.00 | 4.00 | 4.00 | 1.00 | 4.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.30 | 0.25 | 0.14 | 0.26 | 0.20 | 0.16 | 0.13 | 0.12 | 0.09 | 0.10 |
| % Yield | 0.00 | 2.28 | 2.04 | 0.92 | 1.86 | 1.50 | 1.37 | 1.03 | 1.01 | 0.84 | 0.90 |
| Capital Gains ($) | 0.00 | 0.07 | 0.18 | 0.70 | 0.26 | 0.27 | 0.28 | 0.00 | 0.19 | 0.33 | 0.27 |
| Expense Ratio | 0.66 | 0.66 | 0.66 | 0.66 | 0.66 | 0.66 | 0.66 | 0.65 | 0.69 | 0.67 | 0.69 |
* 1 = Top 20%, 5 = Bottom 20%