FBJTX
2055 American Funds Trgt Date Retire-F2
$26.04
-0.06 (-0.23%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 22330.863M |
| 52 Week High | 26.1 |
| 52 Week Low | 20.144 |
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Key Data
| Symbol | FBJTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 26.04 |
| Price Yesterday | 26.1 |
| Market Cap | 22,330.86 |
| YTD Return | 11.33% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0047 |
Overview
| 52 Week High | 26.10 |
|---|---|
| 52 Week Low | 20.14 |
| Market Cap | 22,330.86M |
| Shares Outstanding | 857.56M |
| Income Dividend Yield | 1.27% |
| Long Term Dividend Yield | 0.93% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.20% |
Returns Annualized
| One Day | -44.04% |
|---|---|
| Five Days | 97.92% |
| One Months | 40.31% |
| Three Months | 15.20% |
| Six Months | 26.81% |
| Nine Months | 33.90% |
| One Year | 21.69% |
| Three Years | 4.45% |
| Five Years | 10.41% |
| Ten Years | 9.19% |
| YTD | 23.15% |
| Since Inception | 9.38% |
Returns Total
| One Day | -0.23% |
|---|---|
| Five Days | 1.36% |
| One Month | 2.72% |
| Three Months | 3.54% |
| Six Months | 12.39% |
| Nine Months | 24.16% |
| One Year | 21.67% |
| Three Years | 13.87% |
| Five Years | 63.87% |
| Ten Years | 140.31% |
| YTD | 11.33% |
| Since Inception | 153.01% |
Yearly Returns
| 2024 | 11.33% |
|---|---|
| 2023 | 21.29% |
| 2022 | -19.57% |
| 2021 | 17.18% |
| 2020 | 19.29% |
| 2019 | 24.98% |
| 2018 | -5.75% |
| 2017 | 22.53% |
| 2016 | 8.21% |
| 2015 | 0.48% |
Risk against SP-DA
| Alpha | -4.46% |
|---|---|
| Beta | 0.89 |
| Correlation | 96.15% |
| Downside Deviation | 2.77% |
| Coefficient of determination | 92.44% |
| Standard Deviation | 2.98% |
| Sharpe Ratio | -0.68 |
| Sortino | -2.53 |
| Treynor | 18.33 |
| Ulcer Index | 3.13 |
| Ulcer Performance Index | -2.25 |