Nasdaq - Delayed Quote USD

American Funds 2060 Trgt Date Retire R3 (RCNTX)

18.23
-0.23
(-1.25%)
At close: 6:27:31 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.77%
5y Average Return 11.47%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 20, 2025) 24.26%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 24.26%
Worst 3Y Total Return 3.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RCNTX
Category
YTD
-1.14%
6.10%
1-Month
0.99%
0.90%
3-Month
-4.65%
6.10%
1-Year
9.59%
14.41%
3-Year
9.13%
4.94%
5-Year
10.73%
9.53%
10-Year
8.31%
0.00%
Last Bull Market
13.41%
5.12%
Last Bear Market
-15.35%
0.00%

Annual Total Return (%) History

Year
RCNTX
Category
2025
--
--
2024
14.93%
--
2023
20.75%
--
2022
-20.19%
--
2021
16.50%
--
2020
18.61%
15.52%
2019
24.26%
25.15%
2018
-6.28%
-8.52%

2017
21.80%
21.27%
2016
7.65%
7.81%
2015
--
-1.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.10% -- -- --
2024 7.75% 1.65% 5.97% -0.97%
2023 6.17% 5.81% -3.75% 11.67%
2022 -8.05% -15.35% -5.61% 8.63%
2021 3.97% 6.52% -0.58% 5.81%
2020 -17.72% 18.92% 6.97% 13.31%
2019 11.26% 3.13% -0.31% 8.63%
2018 0.32% 1.78% 3.18% -11.04%
2017 6.43% 3.85% 4.94% 5.02%
2016 0.41% 2.25% 4.40% 0.43%

2015 0.70% -7.34% 4.81% --

Rank in Category (By Total Return)

YTD 84
1-Month 2
3-Month 93
1-Year 64
3-Year 41
5-Year 92

Load Adjusted Returns

1-Year 9.59%
3-Year 9.13%
5-Year 10.73%
10-Year 8.31%

Performance & Risk

YTD Return 4.77%
5y Average Return 11.47%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family American Funds
Net Assets 15.16B
YTD Return -1.14%
Yield 0.58%
Morningstar Rating
Inception Date Nov 20, 2015

Fund Summary

The fund normally invests a greater portion of its assets in fixed income, equity income and balanced funds as it approaches and passes 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 funds, 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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