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American Funds 2025 Trgt Date Retire F1 (FAPTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.03-0.05 (-0.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.36%
5-year average return6.72%
Number of years up6
Number of years down3
Best 1-yr total return (20 May 2024)17.29%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return17.29%
Worst 3-yr total return2.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFAPTXCategory
YTD0.83%6.61%
1-month-2.74%0.92%
3-month0.55%4.66%
1-year7.40%21.54%
3-year1.14%10.23%
5-year5.64%9.75%
10-year5.92%7.82%
Last bull market14.69%16.61%
Last bear market-9.49%-14.25%

Annual total return (%) history

Year
FAPTXCategory
2024
N/AN/A
2023
11.63%N/A
2022
-13.11%N/A
2021
10.98%N/A
2020
13.38%11.84%
2019
17.29%18.25%
2018
-3.77%-5.34%
2017
14.96%14.67%
2016
6.89%6.73%
2015
-0.19%-1.59%
2014
N/A5.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.67%N/AN/AN/A
20233.67%2.02%-3.05%8.85%
2022-4.89%-9.49%-5.68%7.00%
20212.29%4.16%-0.31%4.49%
2020-10.31%11.97%4.42%8.12%
20197.69%2.93%0.37%5.43%
2018-0.37%0.98%2.16%-6.36%
20174.62%2.73%3.52%3.33%
20161.65%2.31%2.84%-0.06%
20151.56%-0.08%-4.93%3.46%
20143.97%-1.03%1.74%N/A

Rank in category (by total return)

YTD41
1-month25
3-month61
1-year62
3-year9
5-year15

Load adjusted returns

1-year7.40%
3-year1.14%
5-year5.64%
10-year5.92%