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American Funds 2020 Target Date Retirement Fd Cl R-6: (MF: RRCTX)
(NASDAQ Mutual Funds) As of Aug 27, 2024 08:00 PM ET
$14.23 USD
+0.01 (0.07%)
Zacks MF Rank
NA
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.13 | 60 |
| 3 months | 6.40 | 44 |
| 6 months | 6.89 | 62 |
| 1 Year | 11.33 | 52 |
| 3 Year | 2.79 | 45 |
| 5 Year | 6.34 | 54 |
| 10 Year | 5.97 | 45 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 10.16 |
| 5 Year | 5.81 |
| 10 Year | 5.54 |
| Since Inception | 8.09 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.37 | 0.96 | NA | NA |
| 2023 | 3.11 | 1.50 | -2.73 | 8.51 |
| 2022 | -3.91 | -8.35 | -5.47 | 6.93 |
| 2021 | 2.39 | 3.89 | -0.27 | 4.28 |
| 2020 | -8.84 | 9.78 | 3.76 | 6.88 |
| 2019 | 6.82 | 2.79 | 0.69 | 4.52 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.13 | 10.46 | -10.98 | 10.63 | 10.99 | 15.57 | -2.66 | 11.59 | 7.05 | 0.23 | 6.76 |
| % Total Return Rel to Index | -9.57 | -15.78 | 7.21 | -18.04 | -7.41 | -15.91 | 1.73 | -10.20 | -4.88 | -1.15 | -6.88 |
| % Total Return Rel to Peer | -0.99 | -2.69 | 1.98 | -0.87 | 0.30 | -1.62 | 3.83 | -1.87 | 0.77 | 2.58 | 2.68 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 3.00 | 4.00 | 4.00 | 1.00 | 4.00 | 3.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.39 | 0.34 | 0.24 | 0.35 | 0.28 | 0.25 | 0.21 | 0.19 | 0.16 | 0.18 |
| % Yield | 0.00 | 2.80 | 2.65 | 1.52 | 2.38 | 2.03 | 1.98 | 1.57 | 1.55 | 1.39 | 1.45 |
| Capital Gains ($) | 0.00 | 0.07 | 0.18 | 0.70 | 0.26 | 0.27 | 0.28 | 0.00 | 0.19 | 0.33 | 0.27 |
| Expense Ratio | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.02 |
* 1 = Top 20%, 5 = Bottom 20%