FBCTX
2020 American Funds Trgt Date Retire-F2
$13.62
-0.03 (-0.22%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 15888.956M |
| 52 Week High | 13.65 |
| 52 Week Low | 11.679 |
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Key Data
| Symbol | FBCTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 13.62 |
| Price Yesterday | 13.65 |
| Market Cap | 15,888.96 |
| YTD Return | 5.26% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.004 |
Overview
| 52 Week High | 13.65 |
|---|---|
| 52 Week Low | 11.68 |
| Market Cap | 15,888.96M |
| Shares Outstanding | 1,166.59M |
| Income Dividend Yield | 2.77% |
| Long Term Dividend Yield | 0.56% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.33% |
Returns Annualized
| One Day | -42.59% |
|---|---|
| Five Days | 68.41% |
| One Months | 23.96% |
| Three Months | 9.82% |
| Six Months | 12.39% |
| Nine Months | 19.57% |
| One Year | 12.35% |
| Three Years | 2.21% |
| Five Years | 5.88% |
| Ten Years | 5.65% |
| YTD | 10.45% |
| Since Inception | 5.94% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | 1.04% |
| One Month | 1.72% |
| Three Months | 2.33% |
| Six Months | 5.91% |
| Nine Months | 14.17% |
| One Year | 12.34% |
| Three Years | 6.74% |
| Five Years | 32.96% |
| Ten Years | 73.08% |
| YTD | 5.26% |
| Since Inception | 81.67% |
Yearly Returns
| 2024 | 5.26% |
|---|---|
| 2023 | 10.34% |
| 2022 | -11.10% |
| 2021 | 10.54% |
| 2020 | 10.88% |
| 2019 | 15.50% |
| 2018 | -2.77% |
| 2017 | 12.75% |
| 2016 | 6.92% |
| 2015 | 0.06% |
Risk against SP-DA
| Alpha | -5.34% |
|---|---|
| Beta | 0.53 |
| Correlation | 90.34% |
| Downside Deviation | 1.94% |
| Coefficient of determination | 81.61% |
| Standard Deviation | 1.88% |
| Sharpe Ratio | -2.51 |
| Sortino | -8.43 |
| Treynor | 13.22 |
| Ulcer Index | 2.1 |
| Ulcer Performance Index | -7.78 |