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American Funds 2050 Trgt Date Retire A (AALTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.46+0.08 (+0.39%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.88%
5-year average return9.85%
Number of years up12
Number of years down4
Best 1-yr total return (1 Jul 2024)31.56%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return31.56%
Worst 3-yr total return4.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAALTXCategory
YTD7.25%11.99%
1-month3.42%1.08%
3-month2.57%6.55%
1-year20.97%37.09%
3-year3.66%13.69%
5-year10.75%13.58%
10-year8.73%10.11%
Last bull market23.06%19.71%
Last bear market-14.81%-18.27%

Annual total return (%) history

Year
AALTXCategory
2024
N/AN/A
2023
20.34%N/A
2022
-19.16%N/A
2021
16.91%N/A
2020
19.06%15.25%
2019
24.62%24.54%
2018
-5.88%-8.41%
2017
22.18%20.67%
2016
7.96%8.22%
2015
0.35%-2.01%
2014
6.72%5.42%
2013
26.12%21.02%
2012
16.38%15.07%
2011
-2.59%-3.82%
2010
12.62%14.53%
2009
31.56%32.02%
2008
-35.62%-38.67%
2007
N/A5.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.63%N/AN/AN/A
20236.06%5.60%-3.72%11.60%
2022-7.63%-14.81%-5.63%8.86%
20214.06%6.52%-0.53%6.03%
2020-17.69%19.18%7.04%13.40%
201911.36%3.18%-0.32%8.81%
20180.46%1.85%3.24%-10.90%
20176.56%3.93%5.00%5.07%
20160.41%2.30%4.49%0.58%
20152.21%0.85%-7.27%4.99%
20141.54%4.24%-1.07%1.93%
20137.33%1.78%7.08%7.83%
201210.60%-2.78%5.73%2.37%
20114.35%0.73%-14.17%7.97%
20103.32%-9.76%12.34%7.52%
2009-7.00%16.86%14.99%5.28%
2008-7.81%-2.02%-11.42%-19.54%
20077.20%3.64%-1.81%N/A

Rank in category (by total return)

YTD73
1-month95
3-month95
1-year63
3-year55
5-year32

Load adjusted returns

1-year14.01%
3-year1.63%
5-year9.44%
10-year8.08%