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American Fds 2020 Target Date Retirement Fd Cl R4: (MF: RDCTX)
(NASDAQ Mutual Funds) As of Nov 5, 2024 08:00 PM ET
$14.17 USD
+0.07 (0.50%)
Zacks MF Rank
NA
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.80 | 59 |
| 3 months | 6.29 | 22 |
| 6 months | 7.24 | 37 |
| 1 Year | 20.15 | 59 |
| 3 Year | 4.06 | 51 |
| 5 Year | 6.60 | 58 |
| 10 Year | 5.90 | 51 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -43.20 |
| Bull Market (2/09 - 3/21) | 299.80 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 20.15 |
| 5 Year | 6.60 |
| 10 Year | 5.89 |
| Since Inception | 5.57 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.31 | 0.89 | 6.29 | NA |
| 2023 | 3.04 | 1.43 | -2.91 | 8.43 |
| 2022 | -4.00 | -8.47 | -5.59 | 6.89 |
| 2021 | 2.33 | 3.77 | -0.34 | 4.21 |
| 2020 | -8.96 | 9.67 | 3.63 | 6.83 |
| 2019 | 6.76 | 2.72 | 0.62 | 4.43 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.80 | 10.04 | -11.33 | 10.29 | 10.55 | 15.26 | -3.05 | 11.22 | 6.66 | -0.15 | 6.37 |
| % Total Return Rel to Index | -11.30 | -16.20 | 6.87 | -18.39 | -7.84 | -16.22 | 1.33 | -10.57 | -5.27 | -1.54 | -7.26 |
| % Total Return Rel to Peer | -0.91 | -3.11 | 1.63 | -1.21 | -0.13 | -1.93 | 3.44 | -2.24 | 0.38 | 2.19 | 2.29 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 4.00 | 1.00 | 4.00 | 3.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.34 | 0.29 | 0.18 | 0.30 | 0.24 | 0.20 | 0.17 | 0.15 | 0.13 | 0.14 |
| % Yield | 0.00 | 2.56 | 2.34 | 1.22 | 2.11 | 1.77 | 1.67 | 1.34 | 1.31 | 1.14 | 1.21 |
| Capital Gains ($) | 0.00 | 0.07 | 0.18 | 0.70 | 0.26 | 0.27 | 0.28 | 0.00 | 0.19 | 0.33 | 0.27 |
| Expense Ratio | 0.36 | 0.36 | 0.35 | 0.36 | 0.36 | 0.36 | 0.36 | 0.35 | 0.38 | 0.36 | 0.37 |
* 1 = Top 20%, 5 = Bottom 20%