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American Funds 2050 Trgt Date Retire R1 (RAITX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.95+0.13 (+0.66%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.16%
5-year average return9.02%
Number of years up11
Number of years down5
Best 1-yr total return (2 Jul 2024)30.52%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.52%
Worst 3-yr total return3.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRAITXCategory
YTD9.00%11.99%
1-month1.96%1.08%
3-month1.49%6.55%
1-year16.69%37.09%
3-year3.12%13.69%
5-year9.10%13.58%
10-year7.91%10.11%
Last bull market22.60%19.71%
Last bear market-14.98%-18.27%

Annual total return (%) history

Year
RAITXCategory
2024
N/AN/A
2023
19.41%N/A
2022
-19.77%N/A
2021
15.97%N/A
2020
18.18%15.25%
2019
23.58%24.54%
2018
-6.67%-8.41%
2017
21.25%20.67%
2016
7.11%8.22%
2015
-0.51%-2.01%
2014
5.88%5.42%
2013
25.13%21.02%
2012
15.57%15.07%
2011
-3.37%-3.82%
2010
11.73%14.53%
2009
30.52%32.02%
2008
-36.06%-38.67%
2007
N/A5.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.40%1.49%N/AN/A
20235.83%5.39%-3.83%11.33%
2022-7.76%-14.98%-5.79%8.60%
20213.82%6.37%-0.74%5.80%
2020-17.80%18.90%6.89%13.13%
201911.12%2.97%-0.46%8.50%
20180.20%1.68%2.98%-11.05%
20176.35%3.70%4.81%4.89%
20160.17%2.17%4.26%0.39%
20152.00%0.63%-7.55%4.85%
20141.31%4.05%-1.32%1.78%
20137.10%1.61%6.80%7.66%
201210.50%-3.03%5.49%2.25%
20114.18%0.53%-14.38%7.76%
20102.99%-9.87%12.11%7.36%
2009-7.35%16.69%14.87%5.09%
2008-7.92%-2.23%-11.70%-19.56%
20077.01%3.46%-2.04%N/A

Rank in category (by total return)

YTD67
1-month5
3-month67
1-year51
3-year82
5-year68

Load adjusted returns

1-year16.69%
3-year3.12%
5-year9.10%
10-year7.91%