RAMTX
2055 American Funds Trgt Date Retire-R1
$25.07
-0.07 (-0.28%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 22321.601M |
| 52 Week High | 25.14 |
| 52 Week Low | 19.532 |
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Key Data
| Symbol | RAMTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 25.07 |
| Price Yesterday | 25.14 |
| Market Cap | 22,321.60 |
| YTD Return | 10.73% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0148 |
Overview
| 52 Week High | 25.14 |
|---|---|
| 52 Week Low | 19.53 |
| Market Cap | 22,321.60M |
| Shares Outstanding | 890.37M |
| Income Dividend Yield | 0.50% |
| Long Term Dividend Yield | 0.97% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.47% |
Returns Annualized
| One Day | -50.51% |
|---|---|
| Five Days | 95.13% |
| One Months | 38.56% |
| Three Months | 14.10% |
| Six Months | 25.52% |
| Nine Months | 32.51% |
| One Year | 20.43% |
| Three Years | 3.39% |
| Five Years | 9.28% |
| Ten Years | 8.07% |
| YTD | 21.88% |
| Since Inception | 9.42% |
Returns Total
| One Day | -0.28% |
|---|---|
| Five Days | 1.33% |
| One Month | 2.62% |
| Three Months | 3.30% |
| Six Months | 11.82% |
| Nine Months | 23.21% |
| One Year | 20.41% |
| Three Years | 10.46% |
| Five Years | 55.69% |
| Ten Years | 116.85% |
| YTD | 10.73% |
| Since Inception | 263.65% |
Yearly Returns
| 2024 | 10.73% |
|---|---|
| 2023 | 20.09% |
| 2022 | -20.36% |
| 2021 | 15.97% |
| 2020 | 18.07% |
| 2019 | 23.64% |
| 2018 | -6.68% |
| 2017 | 21.23% |
| 2016 | 7.16% |
| 2015 | -0.59% |
Risk against SP-DA
| Alpha | -5.70% |
|---|---|
| Beta | 0.89 |
| Correlation | 95.84% |
| Downside Deviation | 2.85% |
| Coefficient of determination | 91.86% |
| Standard Deviation | 2.98% |
| Sharpe Ratio | -0.8 |
| Sortino | -2.91 |
| Treynor | 16.93 |
| Ulcer Index | 3.23 |
| Ulcer Performance Index | -2.57 |