RACTX
2020 American Funds Trgt Date Retire-R1
$13.48
-0.02 (-0.15%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 15890.223M |
| 52 Week High | 13.5 |
| 52 Week Low | 11.641 |
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Key Data
| Symbol | RACTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 13.48 |
| Price Yesterday | 13.5 |
| Market Cap | 15,890.22 |
| YTD Return | 4.74% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.014 |
Overview
| 52 Week High | 13.50 |
|---|---|
| 52 Week Low | 11.64 |
| Market Cap | 15,890.22M |
| Shares Outstanding | 1,178.80M |
| Income Dividend Yield | 1.80% |
| Long Term Dividend Yield | 0.57% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.36% |
Returns Annualized
| One Day | -31.20% |
|---|---|
| Five Days | 69.33% |
| One Months | 23.06% |
| Three Months | 8.92% |
| Six Months | 11.28% |
| Nine Months | 18.53% |
| One Year | 11.24% |
| Three Years | 1.20% |
| Five Years | 4.82% |
| Ten Years | 4.58% |
| YTD | 9.40% |
| Since Inception | 4.47% |
Returns Total
| One Day | -0.15% |
|---|---|
| Five Days | 1.05% |
| One Month | 1.66% |
| Three Months | 2.12% |
| Six Months | 5.39% |
| Nine Months | 13.43% |
| One Year | 11.23% |
| Three Years | 3.62% |
| Five Years | 26.48% |
| Ten Years | 56.31% |
| YTD | 4.74% |
| Since Inception | 113.19% |
Yearly Returns
| 2024 | 4.74% |
|---|---|
| 2023 | 9.28% |
| 2022 | -12.02% |
| 2021 | 9.41% |
| 2020 | 9.74% |
| 2019 | 14.37% |
| 2018 | -3.81% |
| 2017 | 11.55% |
| 2016 | 5.96% |
| 2015 | -1.03% |
Risk against SP-DA
| Alpha | -6.37% |
|---|---|
| Beta | 0.52 |
| Correlation | 89.53% |
| Downside Deviation | 1.99% |
| Coefficient of determination | 80.16% |
| Standard Deviation | 1.88% |
| Sharpe Ratio | -2.68 |
| Sortino | -8.77 |
| Treynor | 11.18 |
| Ulcer Index | 2.21 |
| Ulcer Performance Index | -7.9 |