# American Funds 2040 Trgt Date Retire A (AAGTX)

> Source: Nexqual · https://nexqual.com/AAGTX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, American Funds 2040 Trgt Date Retire A (AAGTX), nexqual.com/AAGTX" · informational, not investment advice.

**Price:** USD 24.47 (-0.49% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 24.59 · day 24.47–24.47 · 52w 21.87–25.54 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +7.7% vs S&P 500 +13.4%; 5Y +43.5% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +7.7% | +43.5% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +7.8% | +7.5% |
| Volatility (annualized) | 11.0% | 13.2% |
| Max drawdown | -8.4% (Feb 2026→Mar 2026) | -25.0% (Nov 2021→Oct 2022) |

## Peers
AAHTX (American Fds 2045 Target Date R) USD 25.58 +0.00% · AAFTX (American Fds 2035 Target Date R) USD 21.96 +0.00% · AAETX (American Fds 2030 Target Date R) USD 19.49 +0.00% · AALTX (American Fds 2050 Target Date R) USD 25.25 +0.00% · AADTX (American Fds 2025 Target Date R) USD 16.7 -0.00%

## More
Full page: https://nexqual.com/AAGTX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt