Nasdaq - Delayed Quote USD
American Funds 2050 Trgt Date Retire R1 (RAITX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 16.23% |
| 5y Average Return | 9.90% |
| Number of Years Up | 11 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Nov 6, 2024) | 30.52% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 30.52% |
| Worst 3Y Total Return | 3.22% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RAITX
Category
- YTD
- 13.36%
- 11.99%
- 1-Month
- -1.91%
- 1.08%
- 3-Month
- 2.29%
- 6.55%
- 1-Year
- 29.41%
- 37.09%
- 3-Year
- 2.99%
- 13.69%
- 5-Year
- 9.59%
- 13.58%
- 10-Year
- 8.31%
- 10.11%
- Last Bull Market
- 22.60%
- 19.71%
- Last Bear Market
- -14.98%
- -18.27%
Annual Total Return (%) History
Year
RAITX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.40% | 1.49% | 6.03% | -- |
| 2023 | 5.83% | 5.39% | -3.83% | 11.33% |
| 2022 | -7.76% | -14.98% | -5.79% | 8.60% |
| 2021 | 3.82% | 6.37% | -0.74% | 5.80% |
| 2020 | -17.80% | 18.90% | 6.89% | 13.13% |
| 2019 | 11.12% | 2.97% | -0.46% | 8.50% |
| 2018 | 0.20% | 1.68% | 2.98% | -11.05% |
| 2017 | 6.35% | 3.70% | 4.81% | 4.89% |
| 2016 | 0.17% | 2.17% | 4.26% | 0.39% |
| 2015 | 2.00% | 0.63% | -7.55% | 4.85% |
| 2014 | 1.31% | 4.05% | -1.32% | 1.78% |
| 2013 | 7.10% | 1.61% | 6.80% | 7.66% |
| 2012 | 10.50% | -3.03% | 5.49% | 2.25% |
| 2011 | 4.18% | 0.53% | -14.38% | 7.76% |
| 2010 | 2.99% | -9.87% | 12.11% | 7.36% |
| 2009 | -7.35% | 16.69% | 14.87% | 5.09% |
| 2008 | -7.92% | -2.23% | -11.70% | -19.56% |
| 2007 | 7.01% | 3.46% | -2.04% | -- |
Rank in Category (By Total Return)
| YTD | 66 |
| 1-Month | 17 |
| 3-Month | 8 |
| 1-Year | 65 |
| 3-Year | 90 |
| 5-Year | 63 |
Load Adjusted Returns
| 1-Year | 29.41% |
| 3-Year | 2.99% |
| 5-Year | 9.59% |
| 10-Year | 8.31% |
Performance & Risk
| YTD Return | 16.23% |
| 5y Average Return | 9.90% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.19 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2050 |
| Fund Family | American Funds |
| Net Assets | 33.62B |
| YTD Return | 13.36% |
| Yield | 0.54% |
| Morningstar Rating | |
| Inception Date | Feb 21, 2014 |
Fund Summary
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
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