Nasdaq - Delayed Quote USD

American Funds 2015 Trgt Date Retire R3 (RCJTX)

12.55
-0.09
(-0.71%)
At close: 8:02:31 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.12%
5y Average Return 6.20%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (May 20, 2025) 14.89%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 14.89%
Worst 3Y Total Return 1.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RCJTX
Category
YTD
2.55%
5.24%
1-Month
0.24%
0.74%
3-Month
0.48%
3.92%
1-Year
10.23%
17.09%
3-Year
5.22%
9.13%
5-Year
5.98%
8.26%
10-Year
4.92%
6.90%
Last Bull Market
9.45%
13.45%
Last Bear Market
-7.93%
-10.49%

Annual Total Return (%) History

Year
RCJTX
Category
2025
--
--
2024
7.76%
--
2023
8.93%
--
2022
-10.84%
--
2021
9.53%
--
2020
9.27%
10.75%
2019
14.11%
15.45%
2018
-3.36%
-3.86%

2017
10.57%
11.29%
2016
6.83%
6.12%
2015
-1.29%
-1.34%
2014
5.92%
4.48%
2013
14.89%
9.65%
2012
10.92%
10.65%
2011
1.66%
-0.27%
2010
9.37%
11.50%
2009
24.19%
23.55%
2008
-29.24%
-27.76%
2007
--
5.84%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.31% -- -- --
2024 2.88% 0.74% 6.04% -1.95%
2023 2.68% 1.04% -2.67% 7.87%
2022 -3.78% -7.93% -5.48% 6.47%
2021 2.18% 3.55% -0.38% 3.92%
2020 -8.83% 8.85% 3.34% 6.55%
2019 6.26% 2.55% 0.69% 4.01%
2018 -1.22% 0.62% 1.66% -4.35%
2017 3.28% 2.00% 2.58% 2.33%
2016 2.53% 2.57% 1.76% -0.17%

2015 1.01% -0.72% -3.65% 2.16%
2014 1.59% 3.40% -0.71% 1.55%
2013 4.58% 0.40% 4.16% 5.05%
2012 6.35% -1.05% 4.03% 1.32%
2011 3.19% 1.17% -7.89% 5.72%
2010 2.44% -5.67% 8.65% 4.17%
2009 -6.33% 13.36% 12.32% 4.12%
2008 -5.95% -1.91% -9.42% -15.33%
2007 5.49% 3.12% -1.42% --

Rank in Category (By Total Return)

YTD 11
1-Month 55
3-Month 30
1-Year 3
3-Year 35
5-Year 22

Load Adjusted Returns

1-Year 10.23%
3-Year 5.22%
5-Year 5.98%
10-Year 4.92%

Performance & Risk

YTD Return 4.12%
5y Average Return 6.20%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Fund Overview

Category Target-Date 2015
Fund Family American Funds
Net Assets 4.74B
YTD Return 2.55%
Yield 2.50%
Morningstar Rating
Inception Date Jul 13, 2009

Fund Summary

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

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