FBITX
2050 American Funds Trgt Date Retire-F2
$20.66
-0.05 (-0.24%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 32010.191M |
| 52 Week High | 20.71 |
| 52 Week Low | 16.053 |
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Key Data
| Symbol | FBITX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 20.66 |
| Price Yesterday | 20.71 |
| Market Cap | 32,010.19 |
| YTD Return | 11.02% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0047 |
Overview
| 52 Week High | 20.71 |
|---|---|
| 52 Week Low | 16.05 |
| Market Cap | 32,010.19M |
| Shares Outstanding | 1,549.38M |
| Income Dividend Yield | 1.36% |
| Long Term Dividend Yield | 0.97% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.33% |
Returns Annualized
| One Day | -45.65% |
|---|---|
| Five Days | 94.19% |
| One Months | 38.79% |
| Three Months | 14.82% |
| Six Months | 26.02% |
| Nine Months | 33.18% |
| One Year | 21.22% |
| Three Years | 4.44% |
| Five Years | 10.41% |
| Ten Years | 9.19% |
| YTD | 22.48% |
| Since Inception | 9.39% |
Returns Total
| One Day | -0.24% |
|---|---|
| Five Days | 1.32% |
| One Month | 2.63% |
| Three Months | 3.46% |
| Six Months | 12.04% |
| Nine Months | 23.67% |
| One Year | 21.19% |
| Three Years | 13.86% |
| Five Years | 63.85% |
| Ten Years | 140.43% |
| YTD | 11.02% |
| Since Inception | 153.22% |
Yearly Returns
| 2024 | 11.02% |
|---|---|
| 2023 | 20.70% |
| 2022 | -18.99% |
| 2021 | 17.18% |
| 2020 | 19.41% |
| 2019 | 24.95% |
| 2018 | -5.72% |
| 2017 | 22.49% |
| 2016 | 8.22% |
| 2015 | 0.52% |
Risk against SP-DA
| Alpha | -4.51% |
|---|---|
| Beta | 0.87 |
| Correlation | 96.01% |
| Downside Deviation | 2.75% |
| Coefficient of determination | 92.19% |
| Standard Deviation | 2.92% |
| Sharpe Ratio | -0.74 |
| Sortino | -2.72 |
| Treynor | 18.17 |
| Ulcer Index | 3.07 |
| Ulcer Performance Index | -2.44 |