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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 (May 2, 2024)24.98%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return24.98%
Worst 3-Yr Total Return3.98%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
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%