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American Funds 2055 Trgt Date Retire F2 (FBJTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.66+0.23 (+0.94%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.43%
5-year average return9.39%
Number of years up7
Number of years down2
Best 1-yr total return (2 May 2024)24.98%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return24.98%
Worst 3-yr total return3.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFBJTXCategory
YTD3.89%12.13%
1-month-3.65%1.09%
3-month3.49%6.61%
1-year16.95%37.63%
3-year3.08%13.82%
5-year9.07%13.76%
10-year8.86%10.29%
Last bull market23.58%19.35%
Last bear market-15.09%-17.99%

Annual total return (%) history

Year
FBJTXCategory
2024
N/AN/A
2023
21.29%N/A
2022
-19.57%N/A
2021
17.19%N/A
2020
19.29%15.47%
2019
24.98%24.91%
2018
-5.75%-8.44%
2017
22.53%21.08%
2016
8.22%8.00%
2015
0.49%-1.71%
2014
N/A5.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.82%N/AN/AN/A
20236.33%5.90%-3.64%11.78%
2022-7.86%-15.09%-5.53%8.82%
20214.18%6.63%-0.46%5.98%
2020-17.59%19.14%7.13%13.42%
201911.47%3.24%-0.21%8.82%
20180.48%1.91%3.27%-10.87%
20176.62%4.00%5.05%5.19%
20160.47%2.39%4.53%0.64%
20152.25%0.88%-7.29%5.08%
20144.31%-1.07%2.01%N/A

Rank in category (by total return)

YTD34
1-month45
3-month45
1-year14
3-year41
5-year12

Load adjusted returns

1-year16.95%
3-year3.08%
5-year9.07%
10-year8.86%