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American Funds 2030 Trgt Date Retire F1 (FAETX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.33+0.01 (+0.06%)
At close: 05:48PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.32%
5-year average return7.48%
Number of years up7
Number of years down2
Best 1-yr total return (11 Jul 2024)19.64%
Worst 1-yr total return (11 Jul 2024)N/A
Best 3-yr total return19.64%
Worst 3-yr total return3.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFAETXCategory
YTD5.94%7.97%
1-month1.50%0.98%
3-month1.13%5.18%
1-year12.37%25.53%
3-year2.50%11.28%
5-year7.27%10.98%
10-year6.88%8.54%
Last bull market17.01%17.21%
Last bear market-10.98%-15.52%

Annual total return (%) history

Year
FAETXCategory
2024
N/AN/A
2023
14.03%N/A
2022
-14.76%N/A
2021
12.69%N/A
2020
14.73%12.99%
2019
19.64%20.07%
2018
-4.53%-6.25%
2017
18.00%16.57%
2016
7.35%7.33%
2015
0.12%-1.79%
2014
N/A5.04%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.75%1.13%N/AN/A
20234.37%2.99%-3.23%9.61%
2022-5.50%-10.98%-5.66%7.42%
20212.82%4.79%-0.33%4.94%
2020-12.69%13.85%5.28%9.63%
20198.94%2.95%0.20%6.46%
2018-0.07%1.26%2.48%-7.94%
20175.47%3.28%4.13%4.03%
20161.00%2.39%3.54%0.25%
20152.05%0.46%-6.39%4.32%
20144.14%-1.07%1.94%N/A

Rank in category (by total return)

YTD45
1-month6
3-month55
1-year29
3-year14
5-year14

Load adjusted returns

1-year12.37%
3-year2.50%
5-year7.27%
10-year6.88%