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American Funds 2025 Target Date Retirement Fund (FBDTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.23-0.02 (-0.13%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.81%
5-Year Average Return6.52%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)17.70%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return17.70%
Worst 3-Yr Total Return2.78%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFBDTXCategory
YTD3.44%6.61%
1-Month2.52%0.92%
3-Month1.83%4.66%
1-Year11.95%21.54%
3-Year1.84%10.23%
5-Year7.09%9.75%
10-Year6.24%7.82%
Last Bull Market14.88%16.61%
Last Bear Market-9.42%-14.25%

Annual Total Return (%) History

Year
FBDTXCategory
2024
N/AN/A
2023
11.93%N/A
2022
-12.84%N/A
2021
11.29%N/A
2020
13.68%11.84%
2019
17.70%18.25%
2018
-3.56%-5.34%
2017
15.14%14.67%
2016
7.24%6.73%
2015
0.07%-1.59%
2014
N/A5.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.78%N/AN/AN/A
20233.72%2.08%-2.95%8.93%
2022-4.79%-9.42%-5.56%7.01%
20212.34%4.32%-0.24%4.49%
2020-10.19%11.97%4.46%8.21%
20197.90%2.91%0.44%5.53%
2018-0.30%1.05%2.22%-6.35%
20174.60%2.80%3.58%3.38%
20161.73%2.39%2.83%0.12%
20151.55%0.00%-4.83%3.55%
20144.05%-0.95%1.79%N/A

Rank In Category (By Total Return)

YTD65
1-Month90
3-Month68
1-Year59
3-Year8
5-Year11

Load Adjusted Returns

1-Year11.95%
3-Year1.84%
5-Year7.09%
10-Year6.24%