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American Funds 2040 Target Date Retirement Fund (RBEKX)
At close: 8:05 AM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 15.74% |
| 5y Average Return | 9.93% |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 6, 2024) | 23.37% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 23.37% |
| Worst 3Y Total Return | 3.74% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RBEKX
Category
- YTD
- 13.09%
- 10.80%
- 1-Month
- -1.82%
- 1.06%
- 3-Month
- 2.30%
- 6.14%
- 1-Year
- 28.52%
- 33.59%
- 3-Year
- 3.39%
- 12.99%
- 5-Year
- 9.66%
- 12.87%
- 10-Year
- 8.46%
- 9.72%
- Last Bull Market
- 21.55%
- 19.05%
- Last Bear Market
- -14.02%
- -17.54%
Annual Total Return (%) History
Year
RBEKX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.96% | 1.50% | 6.10% | -- |
| 2023 | 5.57% | 4.91% | -3.70% | 11.05% |
| 2022 | -7.01% | -14.02% | -5.81% | 8.57% |
| 2021 | 3.72% | 6.17% | -0.70% | 5.92% |
| 2020 | -17.17% | 18.23% | 6.72% | 12.79% |
| 2019 | 10.93% | 3.02% | -0.33% | 8.31% |
| 2018 | 0.20% | 1.60% | 3.01% | -10.61% |
| 2017 | 6.31% | 3.71% | 4.80% | 4.79% |
| 2016 | 0.49% | 2.20% | 4.15% | 0.36% |
| 2015 | 2.25% | 0.68% | -7.32% | 4.75% |
| 2014 | 1.95% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 16 |
| 1-Month | 9 |
| 3-Month | 2 |
| 1-Year | 22 |
| 3-Year | 50 |
| 5-Year | 14 |
Load Adjusted Returns
| 1-Year | 28.52% |
| 3-Year | 3.39% |
| 5-Year | 9.66% |
| 10-Year | 8.46% |
Performance & Risk
| YTD Return | 15.74% |
| 5y Average Return | 9.93% |
| Rank in Category (ytd) | 16 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2040 |
| Fund Family | American Funds |
| Net Assets | 44.41B |
| YTD Return | 13.09% |
| Yield | 0.95% |
| 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 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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