AACTX
2020 American Funds Trgt Date Retire-A
$13.64
-0.02 (-0.15%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 15888.827M |
| 52 Week High | 13.66 |
| 52 Week Low | 11.717 |
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Key Data
| Symbol | AACTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 13.64 |
| Price Yesterday | 13.66 |
| Market Cap | 15,888.83 |
| YTD Return | 5.17% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0024 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0064 |
Overview
| 52 Week High | 13.66 |
|---|---|
| 52 Week Low | 11.72 |
| Market Cap | 15,888.83M |
| Shares Outstanding | 1,164.87M |
| Income Dividend Yield | 2.54% |
| Long Term Dividend Yield | 0.56% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.09% |
Returns Annualized
| One Day | -30.90% |
|---|---|
| Five Days | 68.29% |
| One Months | 23.92% |
| Three Months | 9.47% |
| Six Months | 12.02% |
| Nine Months | 19.28% |
| One Year | 12.07% |
| Three Years | 1.98% |
| Five Years | 5.62% |
| Ten Years | 5.40% |
| YTD | 10.27% |
| Since Inception | 5.42% |
Returns Total
| One Day | -0.15% |
|---|---|
| Five Days | 1.04% |
| One Month | 1.72% |
| Three Months | 2.25% |
| Six Months | 5.74% |
| Nine Months | 13.96% |
| One Year | 12.06% |
| Three Years | 6.02% |
| Five Years | 31.37% |
| Ten Years | 68.92% |
| YTD | 5.17% |
| Since Inception | 149.50% |
Yearly Returns
| 2024 | 5.17% |
|---|---|
| 2023 | 10.06% |
| 2022 | -11.30% |
| 2021 | 10.25% |
| 2020 | 10.59% |
| 2019 | 15.28% |
| 2018 | -3.05% |
| 2017 | 12.46% |
| 2016 | 6.72% |
| 2015 | -0.23% |
Risk against SP-DA
| Alpha | -5.61% |
|---|---|
| Beta | 0.53 |
| Correlation | 90.32% |
| Downside Deviation | 1.95% |
| Coefficient of determination | 81.58% |
| Standard Deviation | 1.88% |
| Sharpe Ratio | -2.56 |
| Sortino | -8.52 |
| Treynor | 12.7 |
| Ulcer Index | 2.15 |
| Ulcer Performance Index | -7.74 |