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American Funds 2050 Trgt Date Retire R1 (RAITX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
20.88-0.13 (-0.62%)
As of 08:05AM EST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.23%
5-Year Average Return9.90%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Nov 5, 2024)30.52%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return30.52%
Worst 3-Yr Total Return3.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRAITXCategory
YTD13.36%11.99%
1-Month-1.91%1.08%
3-Month2.29%6.55%
1-Year29.41%37.09%
3-Year2.99%13.69%
5-Year9.59%13.58%
10-Year8.31%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%6.03%N/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)

YTD66
1-Month17
3-Month8
1-Year65
3-Year90
5-Year63

Load Adjusted Returns

1-Year29.41%
3-Year2.99%
5-Year9.59%
10-Year8.31%