FAWTX
2060 American Funds Trgt Date Retire-F1
$17.67
-0.04 (-0.23%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2060+ |
|---|---|
| Market Cap | 13202.476M |
| 52 Week High | 17.71 |
| 52 Week Low | 13.677 |
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Key Data
| Symbol | FAWTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2060+ |
| Price | 17.67 |
| Price Yesterday | 17.71 |
| Market Cap | 13,202.48 |
| YTD Return | 11.27% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0075 |
Overview
| 52 Week High | 17.71 |
|---|---|
| 52 Week Low | 13.68 |
| Market Cap | 13,202.48M |
| Shares Outstanding | 747.17M |
| Income Dividend Yield | 0.98% |
| Long Term Dividend Yield | 0.87% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.85% |
Returns Annualized
| One Day | -43.47% |
|---|---|
| Five Days | 99.36% |
| One Months | 40.50% |
| Three Months | 15.09% |
| Six Months | 26.69% |
| Nine Months | 33.73% |
| One Year | 21.48% |
| Three Years | 4.14% |
| Five Years | 10.09% |
| Ten Years | -999 |
| YTD | 23.03% |
| Since Inception | 9.29% |
Returns Total
| One Day | -0.23% |
|---|---|
| Five Days | 1.38% |
| One Month | 2.73% |
| Three Months | 3.51% |
| Six Months | 12.33% |
| Nine Months | 24.04% |
| One Year | 21.46% |
| Three Years | 12.89% |
| Five Years | 61.49% |
| Ten Years | -999 |
| YTD | 11.27% |
| Since Inception | 127.62% |
Yearly Returns
| 2024 | 11.27% |
|---|---|
| 2023 | 21.15% |
| 2022 | -20.00% |
| 2021 | 16.85% |
| 2020 | 18.95% |
| 2019 | 24.60% |
| 2018 | -5.97% |
| 2017 | 22.04% |
| 2016 | 8.10% |
| 2015 | -1.76% |
Risk against SP-DA
| Alpha | -4.80% |
|---|---|
| Beta | 0.9 |
| Correlation | 96.20% |
| Downside Deviation | 2.83% |
| Coefficient of determination | 92.55% |
| Standard Deviation | 3.00% |
| Sharpe Ratio | -0.7 |
| Sortino | -2.56 |
| Treynor | 17.98 |
| Ulcer Index | 3.17 |
| Ulcer Performance Index | -2.28 |