Nasdaq - Delayed Quote USD
American Funds 2015 Trgt Date Retire R1 (RAJTX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.45% |
| 5y Average Return | 4.84% |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Nov 6, 2024) | 23.70% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 23.70% |
| Worst 3Y Total Return | 1.63% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RAJTX
Category
- YTD
- 7.59%
- 5.24%
- 1-Month
- -1.79%
- 0.74%
- 3-Month
- 1.53%
- 3.92%
- 1-Year
- 17.66%
- 17.09%
- 3-Year
- 1.69%
- 9.13%
- 5-Year
- 4.78%
- 8.26%
- 10-Year
- 4.44%
- 6.90%
- Last Bull Market
- 12.34%
- 13.45%
- Last Bear Market
- -7.99%
- -10.49%
Annual Total Return (%) History
Year
RAJTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.73% | 0.66% | 5.94% | -- |
| 2023 | 2.52% | 0.96% | -2.87% | 7.79% |
| 2022 | -3.88% | -7.99% | -5.61% | 6.37% |
| 2021 | 2.11% | 3.42% | -0.54% | 3.85% |
| 2020 | -8.97% | 8.73% | 3.20% | 6.42% |
| 2019 | 6.11% | 2.39% | 0.61% | 3.95% |
| 2018 | -1.22% | 0.44% | 1.50% | -4.42% |
| 2017 | 3.21% | 1.83% | 2.43% | 2.17% |
| 2016 | 2.36% | 2.49% | 1.59% | -0.29% |
| 2015 | 0.92% | -0.82% | -3.78% | 2.06% |
| 2014 | 1.51% | 3.34% | -0.81% | 1.42% |
| 2013 | 4.51% | 0.20% | 4.10% | 4.80% |
| 2012 | 6.29% | -1.16% | 3.96% | 1.16% |
| 2011 | 2.99% | 1.18% | -7.96% | 5.45% |
| 2010 | 2.34% | -5.71% | 8.61% | 4.06% |
| 2009 | -6.36% | 13.27% | 12.25% | 3.89% |
| 2008 | -6.04% | -2.11% | -9.45% | -15.51% |
| 2007 | 5.29% | 3.03% | -1.45% | -- |
Rank in Category (By Total Return)
| YTD | 21 |
| 1-Month | 20 |
| 3-Month | 3 |
| 1-Year | 48 |
| 3-Year | 15 |
| 5-Year | 57 |
Load Adjusted Returns
| 1-Year | 17.66% |
| 3-Year | 1.69% |
| 5-Year | 4.78% |
| 10-Year | 4.44% |
Performance & Risk
| YTD Return | 8.45% |
| 5y Average Return | 4.84% |
| Rank in Category (ytd) | 21 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2015 |
| Fund Family | American Funds |
| Net Assets | 4.99B |
| YTD Return | 7.59% |
| Yield | 1.86% |
| Morningstar Rating | |
| Inception Date | Feb 01, 2007 |
Fund Summary
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past 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-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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