See what your fund actually adds

American Funds 2055 Target Date Retirement Fund® Class A AAMTX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

AAMTX compared with its replication portfolio
MeasureAAMTXReplication
Annualized growth-6.7%9.5%
Annualized volatility4.9%5.2%
Sharpe ratio-1.401.76
Maximum drawdown1.9%1.1%
Replication fit (R²)0.98 · Tracking error 0.7%

Replication portfolio

The published portfolio below is the investable basket used to model AAMTX’s historical return behavior.

AAMTX replication basket weights
TickerBuilding blockWeight
VTIUS Broad Market100.0%