Financial Services
Regular-session price
Offline$26.25
+0.69% regular session
1Y Change
+11.84%
Window
Aug 25, 2025 โ Aug 21, 2026
Investment Snapshot
Valuation, growth, profitability, catalysts, and benchmark context.
1D
+0.7%
1M
+3.5%
6M
+7.7%
YTD
+10.7%
1Y
+11.8%
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
American Funds 2050 Trgt Date Retire A (AALTX) is a fund with listed on NASDAQ. The fund last traded around $26.25 and up 11.8% across the supported 1Y price window (Aug 25, 2025 โ Aug 21, 2026). Baseline metrics include a 50-day average of $25.78, a 200-day average of $24.70. Stock Foundry combines AALTX price history, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
AALTX is 7.20 pts behind over the shared 1Y window.
AALTX had 2.02 pts deeper max drawdown than SPY.
AALTX beat SPY in 0 of 1 calendar years shown and trailed in 1.
AALTX
+11.84%
Normalized return
SPY
+19.05%
S&P 500
Excess Return
-7.20 pts
Relative to SPY
AALTX Max Drawdown
-11.15%
1Y window
SPY Max Drawdown
-9.13%
1Y window
Uses exact shared daily observations for AALTX and SPY.
| Year | AALTX | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +10.67% | +11.96% | -1.29 pts | SPY |
| 2025 | โ | โ | -- | -- |
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.