REATX Performance — American Funds 2010 Target Date Retirement Fund, Class R-5
Data updated: 2026-09-28
REATX returned +4.22% year to date and +9.70% over one year to Jul 2026. Annualised returns are +9.70% over 3 years and +5.25% over 5 years. The fund trailed its Target-Date category average: $100 invested three years ago grew to $132, against $146 for the category, and to $110 over one year, against $116. Volatility over the past three years was 6.26% a year. In the 12 months to Jul 2026 the fund lost a net $271.8M, and assets reached $3.71B.
REATX Growth of $100
What $100 invested in American Funds 2010 Target Date Retirement Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | REATX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $110 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $132 | $146 |
| 5 years (Aug 2021 – Jul 2026) | $129 | $142 |
| Since data start (Aug 2019 – Jul 2026) | $157 | $186 |
REATX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +4.22% |
| 1 year | +9.70% |
| 3 years (annualised) | +9.70% |
| 5 years (annualised) | +5.25% |
REATX Annual Returns
Calendar-year total returns of American Funds 2010 Target Date Retirement Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +4.22% |
| 2025 | +13.01% |
| 2024 | +8.15% |
| 2023 | +8.68% |
| 2022 | −9.24% |
| 2021 | +9.32% |
| 2020 | +9.16% |
| 2019 (Aug–Dec) | +4.59% |
REATX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | +1.9% | −3.3% | +2.8% | +1.1% | +0.1% | +0.1% | — | — | — | — | — |
| 2025 | +2.1% | +1.4% | −0.8% | +0.3% | +1.7% | +2.5% | 0.0% | +1.9% | +1.3% | +0.5% | +1.3% | +0.2% |
| 2024 | +0.2% | +0.5% | +2.0% | −2.4% | +2.3% | +1.0% | +2.7% | +1.9% | +1.5% | −1.6% | +1.5% | −1.7% |
| 2023 | +3.0% | −2.5% | +2.1% | +1.0% | −1.7% | +1.6% | +1.3% | −1.2% | −2.6% | −1.3% | +5.0% | +3.9% |
| 2022 | −1.9% | −1.1% | −0.2% | −3.7% | +1.0% | −4.3% | +3.3% | −2.5% | −5.9% | +3.1% | +4.6% | −1.4% |
| 2021 | −0.3% | +0.8% | +1.6% | +1.9% | +1.3% | +0.1% | +0.8% | +0.8% | −1.8% | +2.1% | −0.9% | +2.6% |
| 2020 | +0.1% | −2.6% | −5.4% | +4.9% | +2.1% | +1.1% | +2.6% | +1.8% | −1.2% | −1.3% | +5.3% | +1.8% |
| 2019 | — | — | — | — | — | — | — | +0.2% | +0.5% | +1.0% | +1.1% | +1.7% |
REATX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 6.26%
- 3-year Sharpe ratio: 0.83 (vs 4.5% risk-free rate)
- Best month: +4.99% (Nov 2023)
- Worst month: −3.29% (Mar 2026)
REATX Fund Flows
Monthly money in and out of American Funds 2010 Target Date Retirement Fund, from SEC Form N-PORT.
- 12-month net flow: −$271.8M
- 12-month gross sales (incl. reinvestments): $1.0B
- Sales ÷ redemptions: 0.79×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $47.4M | $82.8M | −$35.4M |
| Jun 2026 | $45.4M | $118.8M | −$73.4M |
| May 2026 | $67.5M | $86.5M | −$19.0M |
| Apr 2026 | $48.0M | $99.4M | −$51.4M |
| Mar 2026 | $69.8M | $111.3M | −$41.5M |
| Feb 2026 | $62.3M | $104.2M | −$42.0M |
| Jan 2026 | $92.7M | $118.0M | −$25.3M |
| Dec 2025 | $317.5M | $109.8M | $207.7M |
| Nov 2025 | $63.3M | $115.2M | −$51.9M |
| Oct 2025 | $63.7M | $129.7M | −$66.1M |
| Sep 2025 | $54.1M | $90.8M | −$36.7M |
| Aug 2025 | $70.6M | $107.5M | −$36.9M |
REATX Assets Under Management
Net assets of American Funds 2010 Target Date Retirement Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $3.71B |
| 2026-04-30 | $3.80B |
| 2026-01-31 | $3.88B |
| 2025-10-31 | $3.88B |
| 2025-07-31 | $3.88B |
| 2025-04-30 | $3.80B |
| 2025-01-31 | $3.86B |
| 2024-10-31 | $3.97B |
| 2024-07-31 | $4.00B |
| 2024-04-30 | $3.82B |
| 2024-01-31 | $3.94B |
| 2023-10-31 | $3.71B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.