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American Funds 2030 Trgt Date Retire A (AAETX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.22+0.09 (+0.53%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.69%
5-year average return7.21%
Number of years up12
Number of years down4
Best 1-yr total return (2 Jul 2024)31.07%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return31.07%
Worst 3-yr total return3.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAAETXCategory
YTD5.89%7.97%
1-month1.48%0.98%
3-month1.12%5.18%
1-year12.36%25.53%
3-year2.52%11.28%
5-year7.28%10.98%
10-year6.90%8.54%
Last bull market16.95%17.21%
Last bear market-10.89%-15.52%

Annual total return (%) history

Year
AAETXCategory
2024
N/AN/A
2023
14.08%N/A
2022
-14.75%N/A
2021
12.74%N/A
2020
14.80%12.99%
2019
19.66%20.07%
2018
-4.57%-6.25%
2017
18.10%16.57%
2016
7.31%7.33%
2015
0.17%-1.79%
2014
6.67%5.04%
2013
25.19%16.65%
2012
16.11%13.59%
2011
-2.15%-2.26%
2010
12.69%13.47%
2009
31.07%28.87%
2008
-35.19%-36.04%
2007
N/A6.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.71%1.12%N/AN/A
20234.40%2.97%-3.20%9.63%
2022-5.56%-10.89%-5.74%7.49%
20212.80%4.81%-0.33%4.99%
2020-12.66%13.82%5.31%9.66%
20198.96%3.00%0.20%6.41%
2018-0.14%1.32%2.47%-7.95%
20175.52%3.26%4.18%4.05%
20161.00%2.30%3.61%0.24%
20152.05%0.46%-6.37%4.36%
20141.53%4.14%-1.07%1.98%
20137.13%1.66%6.73%7.70%
201210.38%-2.63%5.61%2.30%
20114.16%0.82%-13.60%7.85%
20103.30%-9.35%12.08%7.38%
2009-6.95%16.72%14.74%5.18%
2008-7.73%-2.02%-11.33%-19.16%
20076.89%3.55%-1.78%N/A

Rank in category (by total return)

YTD48
1-month7
3-month57
1-year29
3-year13
5-year11

Load adjusted returns

1-year5.90%
3-year0.52%
5-year6.02%
10-year6.27%