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American Funds 2030 Trgt Date Retire R3 (RCETX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.92+0.06 (+0.36%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.08%
5-Year Average Return7.41%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Jun 16, 2024)30.51%
Worst 1 Yr Total Return (Jun 16, 2024)N/A
Best 3-Yr Total Return30.51%
Worst 3-Yr Total Return2.81%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRCETXCategory
YTD4.20%7.97%
1-Month2.78%0.98%
3-Month1.84%5.18%
1-Year13.80%25.53%
3-Year1.89%11.28%
5-Year7.60%10.98%
10-Year6.57%8.54%
Last Bull Market16.86%17.21%
Last Bear Market-10.96%-15.52%

Annual Total Return (%) History

Year
RCETXCategory
2024
N/AN/A
2023
13.70%N/A
2022
-14.98%N/A
2021
12.41%N/A
2020
14.43%12.99%
2019
19.28%20.07%
2018
-4.85%-6.25%
2017
17.67%16.57%
2016
6.98%7.33%
2015
-0.12%-1.79%
2014
6.31%5.04%
2013
24.80%16.65%
2012
15.63%13.59%
2011
-2.37%-2.26%
2010
12.33%13.47%
2009
30.51%28.87%
2008
-35.47%-36.04%
2007
N/A6.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.64%N/AN/AN/A
20234.24%2.94%-3.31%9.58%
2022-5.63%-10.96%-5.82%7.43%
20212.77%4.68%-0.39%4.89%
2020-12.72%13.74%5.23%9.54%
20198.89%2.89%0.14%6.33%
2018-0.21%1.19%2.49%-8.07%
20175.40%3.21%4.07%3.94%
20160.92%2.24%3.48%0.20%
20151.98%0.39%-6.43%4.26%
20141.46%4.09%-1.15%1.83%
20137.17%1.49%6.68%7.55%
201210.20%-2.64%5.43%2.23%
20114.18%0.72%-13.69%7.80%
20103.20%-9.29%11.88%7.25%
2009-6.97%16.45%14.69%5.04%
2008-7.84%-2.13%-11.38%-19.28%
20076.90%3.46%-1.84%N/A

Rank In Category (By Total Return)

YTD64
1-Month90
3-Month93
1-Year65
3-Year33
5-Year39

Load Adjusted Returns

1-Year13.80%
3-Year1.89%
5-Year7.60%
10-Year6.57%