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American Funds 2015 Trgt Date Retire R4 (RDBTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.01+0.07 (+0.59%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.34%
5-year average return4.74%
Number of years up12
Number of years down4
Best 1-yr total return (21 Apr 2024)24.57%
Worst 1-yr total return (21 Apr 2024)N/A
Best 3-yr total return24.57%
Worst 3-yr total return2.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRDBTXCategory
YTD2.86%5.24%
1-month2.00%0.74%
3-month2.86%3.92%
1-year9.32%17.09%
3-year2.59%9.13%
5-year5.43%8.26%
10-year5.15%6.90%
Last bull market16.60%13.45%
Last bear market-7.87%-10.49%

Annual total return (%) history

Year
RDBTXCategory
2024
N/AN/A
2023
9.20%N/A
2022
-10.55%N/A
2021
9.98%N/A
2020
9.47%10.75%
2019
14.58%15.45%
2018
-3.04%-3.86%
2017
10.77%11.29%
2016
7.23%6.12%
2015
-1.04%-1.34%
2014
6.34%4.48%
2013
15.28%9.65%
2012
11.23%10.65%
2011
1.97%-0.27%
2010
9.76%11.50%
2009
24.57%23.55%
2008
-29.07%-27.76%
2007
N/A5.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.86%N/AN/AN/A
20232.75%1.12%-2.65%7.96%
2022-3.75%-7.87%-5.35%6.58%
20212.33%3.61%-0.30%4.05%
2020-8.78%8.88%3.48%6.51%
20196.41%2.62%0.77%4.13%
2018-1.04%0.61%1.74%-4.28%
20173.36%1.98%2.74%2.29%
20162.62%2.65%1.84%-0.04%
20151.09%-0.63%-3.62%2.21%
20141.67%3.48%-0.53%1.61%
20134.77%0.49%4.23%5.04%
20126.44%-0.94%4.11%1.33%
20113.28%1.27%-7.85%5.79%
20102.55%-5.64%8.85%4.21%
2009-6.31%13.47%12.53%4.12%
2008-5.93%-1.80%-9.38%-15.26%
20075.48%3.21%-1.23%N/A

Rank in category (by total return)

YTD59
1-month19
3-month59
1-year70
3-year3
5-year22

Load adjusted returns

1-year9.32%
3-year2.59%
5-year5.43%
10-year5.15%