Advertisement
U.S. Markets closed

American Funds 2040 Trgt Date Retire R2 (RBKTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
20.58-0.11 (-0.53%)
At close: 08:05AM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.41%
5-Year Average Return9.61%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Nov 5, 2024)30.49%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return30.49%
Worst 3-Yr Total Return3.45%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRBKTXCategory
YTD12.80%10.80%
1-Month-1.79%1.06%
3-Month2.27%6.14%
1-Year28.14%33.59%
3-Year3.10%12.99%
5-Year9.34%12.87%
10-Year8.11%9.72%
Last Bull Market21.44%19.05%
Last Bear Market-14.08%-17.54%

Annual Total Return (%) History

Year
RBKTXCategory
2024
N/AN/A
2023
18.07%N/A
2022
-18.44%N/A
2021
15.50%N/A
2020
17.53%14.56%
2019
22.97%23.19%
2018
-6.54%-7.74%
2017
20.71%19.52%
2016
6.94%7.95%
2015
-0.46%-1.99%
2014
5.90%5.25%
2013
25.32%19.97%
2012
15.50%14.64%
2011
-3.29%-3.49%
2010
11.82%14.37%
2009
30.49%30.90%
2008
-36.10%-37.94%
2007
N/A6.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.90%1.41%5.95%N/A
20235.42%4.83%-3.73%10.98%
2022-7.06%-14.08%-5.86%8.50%
20213.69%6.06%-0.75%5.82%
2020-17.21%18.13%6.64%12.70%
201910.85%2.97%-0.39%8.17%
20180.13%1.54%2.90%-10.67%
20176.21%3.67%4.77%4.65%
20160.33%2.14%4.11%0.23%
20152.05%0.54%-7.29%4.64%
20141.37%4.06%-1.38%1.79%
20137.18%1.67%6.77%7.71%
201210.40%-2.97%5.49%2.22%
20114.09%0.62%-14.39%7.86%
20103.08%-9.89%12.12%7.37%
2009-7.31%16.75%14.77%5.07%
2008-8.02%-2.23%-11.62%-19.60%
20076.90%3.46%-2.00%N/A

Rank In Category (By Total Return)

YTD25
1-Month7
3-Month2
1-Year31
3-Year67
5-Year26

Load Adjusted Returns

1-Year28.14%
3-Year3.10%
5-Year9.34%
10-Year8.11%