FBFTX
2035 American Funds Trgt Date Retire-F2
$19.07
-0.04 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 46489.036M |
| 52 Week High | 19.11 |
| 52 Week Low | 15.4 |
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Key Data
| Symbol | FBFTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 19.07 |
| Price Yesterday | 19.11 |
| Market Cap | 46,489.04 |
| YTD Return | 8.66% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0044 |
Overview
| 52 Week High | 19.11 |
|---|---|
| 52 Week Low | 15.40 |
| Market Cap | 46,489.04M |
| Shares Outstanding | 2,437.81M |
| Income Dividend Yield | 1.80% |
| Long Term Dividend Yield | 0.82% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.62% |
Returns Annualized
| One Day | -41.05% |
|---|---|
| Five Days | 84.44% |
| One Months | 32.43% |
| Three Months | 12.64% |
| Six Months | 20.35% |
| Nine Months | 27.63% |
| One Year | 17.68% |
| Three Years | 3.61% |
| Five Years | 9.14% |
| Ten Years | 8.34% |
| YTD | 17.49% |
| Since Inception | 8.56% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | 1.22% |
| One Month | 2.25% |
| Three Months | 2.97% |
| Six Months | 9.53% |
| Nine Months | 19.82% |
| One Year | 17.67% |
| Three Years | 11.16% |
| Five Years | 54.65% |
| Ten Years | 122.26% |
| YTD | 8.66% |
| Since Inception | 134.05% |
Yearly Returns
| 2024 | 8.66% |
|---|---|
| 2023 | 16.84% |
| 2022 | -16.31% |
| 2021 | 15.41% |
| 2020 | 17.49% |
| 2019 | 23.15% |
| 2018 | -5.28% |
| 2017 | 20.96% |
| 2016 | 7.89% |
| 2015 | 0.51% |
Risk against SP-DA
| Alpha | -4.71% |
|---|---|
| Beta | 0.73 |
| Correlation | 94.89% |
| Downside Deviation | 2.42% |
| Coefficient of determination | 90.03% |
| Standard Deviation | 2.47% |
| Sharpe Ratio | -1.29 |
| Sortino | -4.56 |
| Treynor | 16.88 |
| Ulcer Index | 2.68 |
| Ulcer Performance Index | -4.12 |