Financial Services

American Funds 2040 Trgt Date Retire R5(REGTX)

Fund

Live Price

Offline

$25.35

+0.88% today

1Y Change

+14.36%

Window

Jun 23, 2025 → Jun 1, 2026

Market Cap: $49.86B
Dividend Yield: 0.0%
50-Day Avg: —
Exchange: NASDAQ

Coverage: 236 bars · Jun 23, 2025 → Jun 1, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

American Funds 2040 Trgt Date Retire R5 (REGTX) is a fund with a market cap of $49.86B and listed on NASDAQ. The fund last traded around $25.35 and up 14.4% across the available one-year price window (Jun 23, 2025 → Jun 1, 2026). Stock Foundry combines REGTX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

REGTX

—

Normalized return

SPY

—

S&P 500

Excess Return

—

Relative to SPY

REGTX Max Drawdown

-10.54%

Trailing 1Y

SPY Max Drawdown

—

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for REGTX and SPY.

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Latest News

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Next Step

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