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American Funds 2045 Trgt Date Retire R2 (RBHTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.98-0.04 (-0.20%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.82%
5-year average return9.04%
Number of years up11
Number of years down5
Best 1-yr total return (27 Jun 2024)30.49%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return30.49%
Worst 3-yr total return3.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRBHTXCategory
YTD6.75%11.62%
1-month3.32%1.08%
3-month2.35%6.42%
1-year19.62%36.05%
3-year2.91%13.52%
5-year9.83%13.44%
10-year7.84%9.97%
Last bull market22.28%20.43%
Last bear market-14.55%-18.27%

Annual total return (%) history

Year
RBHTXCategory
2024
N/AN/A
2023
18.74%N/A
2022
-19.04%N/A
2021
15.90%N/A
2020
17.91%15.10%
2019
23.38%24.35%
2018
-6.61%-8.14%
2017
21.00%20.51%
2016
7.09%7.93%
2015
-0.37%-1.87%
2014
5.97%5.35%
2013
25.35%22.00%
2012
15.50%15.31%
2011
-3.36%-4.10%
2010
11.95%14.60%
2009
30.49%30.88%
2008
-36.14%-38.11%
2007
N/A6.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.30%N/AN/AN/A
20235.59%5.17%-3.83%11.18%
2022-7.41%-14.55%-5.88%8.72%
20213.78%6.24%-0.73%5.89%
2020-17.56%18.59%6.73%13.01%
201911.08%2.99%-0.45%8.34%
20180.26%1.59%2.93%-10.92%
20176.30%3.71%4.79%4.74%
20160.25%2.13%4.17%0.42%
20152.04%0.62%-7.42%4.81%
20141.29%4.15%-1.30%1.78%
20137.20%1.68%6.79%7.69%
201210.42%-2.97%5.50%2.19%
20114.10%0.52%-14.33%7.80%
20103.07%-9.85%12.20%7.38%
2009-7.28%16.69%14.87%5.00%
2008-8.01%-2.23%-11.61%-19.67%
20076.90%3.46%-2.01%N/A

Rank in category (by total return)

YTD70
1-month96
3-month96
1-year77
3-year79
5-year67

Load adjusted returns

1-year19.62%
3-year2.91%
5-year9.83%
10-year7.84%