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American Funds 2050 Trgt Date Retire R5 (REITX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.68+0.02 (+0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.88%
5-year average return10.54%
Number of years up12
Number of years down4
Best 1-yr total return (24 Jun 2024)32.04%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return32.04%
Worst 3-yr total return4.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnREITXCategory
YTD7.33%11.99%
1-month3.43%1.08%
3-month2.59%6.55%
1-year21.27%37.09%
3-year3.93%13.69%
5-year11.05%13.58%
10-year9.02%10.11%
Last bull market23.20%19.71%
Last bear market-14.76%-18.27%

Annual total return (%) history

Year
REITXCategory
2024
N/AN/A
2023
20.68%N/A
2022
-18.91%N/A
2021
17.20%N/A
2020
19.43%15.25%
2019
24.98%24.54%
2018
-5.71%-8.41%
2017
22.56%20.67%
2016
8.27%8.22%
2015
0.60%-2.01%
2014
7.05%5.42%
2013
26.53%21.02%
2012
16.76%15.07%
2011
-2.41%-3.82%
2010
12.99%14.53%
2009
32.04%32.02%
2008
-35.51%-38.67%
2007
N/A5.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.70%N/AN/AN/A
20236.13%5.65%-3.62%11.68%
2022-7.51%-14.76%-5.57%8.92%
20214.13%6.61%-0.48%6.08%
2020-17.56%19.15%7.17%13.46%
201911.50%3.22%-0.19%8.80%
20180.46%1.96%3.27%-10.87%
20176.60%3.98%5.10%5.20%
20160.49%2.37%4.54%0.67%
20152.28%0.84%-7.23%5.14%
20141.62%4.37%-1.07%2.02%
20137.50%1.77%7.13%7.96%
201210.80%-2.77%5.80%2.44%
20114.33%0.83%-14.20%8.12%
20103.31%-9.73%12.55%7.64%
2009-6.99%16.99%15.08%5.44%
2008-7.79%-1.91%-11.49%-19.45%
20077.29%3.63%-1.67%N/A

Rank in category (by total return)

YTD69
1-month95
3-month95
1-year55
3-year38
5-year16

Load adjusted returns

1-year21.27%
3-year3.93%
5-year11.05%
10-year9.02%