American Funds 2020 Target Date Retirement Fd Cl F-1

American Funds 2020 Target Date Retirement Fd Cl F-1verified

FAOTX

Price:

$15.05

Market Cap:

$14.91B

The investment seeks growth, income and conservation of capital. 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 funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives.

Industry

Asset Management

IPO Date

2014-02-24

Stock Exchange

NASDAQ

Ticker

FAOTX

The ROE as of December 2025 (TTM) for American Funds 2020 Target Date Retirement Fd Cl F-1 (FAOTX) is 10.11%

According to American Funds 2020 Target Date Retirement Fd Cl F-1’s latest financial reports and current stock price. The company's current ROE is 10.11%. This represents a change of 350.47% compared to the average of 2.24% of the last 4 quarters.

American Funds 2020 Target Date Retirement Fd Cl F-1 (FAOTX) Historical ROE (quarterly & annually)

How has FAOTX ROE performed in the past?

The mean historical ROE of American Funds 2020 Target Date Retirement Fd Cl F-1 over the last ten years is 11.70%. The current 10.11% ROE has changed -13.61% with respect to the historical average. Over the past ten years (40 quarters), FAOTX's ROE was at its highest in in the December 2021 quarter at 25.31%. The ROE was at its lowest in in the December 2020 quarter at -9.08%.

Quarterly (TTM)
Annual

Average

11.70%

Median

10.20%

Minimum

-4.58%

Maximum

36.97%

American Funds 2020 Target Date Retirement Fd Cl F-1 (FAOTX) ROE by Quarter and Year

Discovering the peaks and valleys of American Funds 2020 Target Date Retirement Fd Cl F-1 ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 411.03%

Maximum Annual ROE = 36.97%

Minimum Annual Increase = -3042.51%

Minimum Annual ROE = -4.58%

Quarterly (TTM)
Annual
YearROEChange
202310.16%-321.84%
2022-4.58%-112.39%
202136.97%-987.08%
2020-4.17%-3042.51%
20190.14%-98.62%
201810.23%-52.91%
201721.73%38.13%
201615.73%-38.89%
201525.74%411.03%
20145.04%-89.00%

American Funds 2020 Target Date Retirement Fd Cl F-1 (FAOTX) Average ROE

How has FAOTX ROE performed in the past?

The current ROE of American Funds 2020 Target Date Retirement Fd Cl F-1 (FAOTX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

14.18%

5-year avg

7.70%

10-year avg

11.70%

American Funds 2020 Target Date Retirement Fd Cl F-1 (FAOTX) ROE vs. Peers

How is FAOTX’s ROE compared to its peers?

American Funds 2020 Target Date Retirement Fd Cl F-1’s ROE is greater than American Funds 2060 Target Date Retirement Fund Class F-1 (0%), greater than American Funds Moderate Growth and Income Portfolio - Class F-1 (0%), greater than USAA Mutual Funds Trust - USAA 500 Index Fund (0%), less than T. Rowe Price Retirement 2020 Fund Class R (14.14%), less than T. Rowe Price Mid-Cap Value Fund I Class (0%), less than T. Rowe Price Mid-Cap Value Fund Advisor Class (0%), greater than First Eagle Overseas Fund (0%), less than T. Rowe Price International Stock (0%), greater than Oakmark International R6 (0%), less than T. Rowe Price International Stock Fund Class R (0%),

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