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American Funds 2025 Trgt Date Retire R5E (RHDTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.31+0.07 (+0.46%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.44%
5-year average return6.38%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)17.61%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return17.61%
Worst 3-yr total return2.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRHDTXCategory
YTD4.82%6.61%
1-month1.33%0.92%
3-month1.00%4.66%
1-year10.76%21.54%
3-year2.10%10.23%
5-year6.45%9.75%
10-year6.19%7.82%
Last bull market14.85%16.61%
Last bear market-9.44%-14.25%

Annual total return (%) history

Year
RHDTXCategory
2024
N/AN/A
2023
11.81%N/A
2022
-12.87%N/A
2021
11.22%N/A
2020
13.57%11.84%
2019
17.61%18.25%
2018
-3.54%-5.34%
2017
15.15%14.67%
2016
7.13%6.73%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.79%1.00%N/AN/A
20233.73%2.01%-2.96%8.89%
2022-4.80%-9.44%-5.57%7.03%
20212.35%4.27%-0.24%4.48%
2020-10.27%12.00%4.47%8.17%
20197.84%2.92%0.44%5.51%
2018-0.30%1.05%2.22%-6.34%
20174.61%2.88%3.50%3.37%
20161.74%2.39%2.84%0.01%

Rank in category (by total return)

YTD52
1-month9
3-month60
1-year32
3-year5
5-year6

Load adjusted returns

1-year10.76%
3-year2.10%
5-year6.45%
10-year6.19%