RBCTX
2020 American Funds Trgt Date Retire-R2
$13.35
-0.03 (-0.22%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 15891.306M |
| 52 Week High | 13.38 |
| 52 Week Low | 11.528 |
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Key Data
| Symbol | RBCTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 13.35 |
| Price Yesterday | 13.38 |
| Market Cap | 15,891.31 |
| YTD Return | 4.71% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.014 |
Overview
| 52 Week High | 13.38 |
|---|---|
| 52 Week Low | 11.53 |
| Market Cap | 15,891.31M |
| Shares Outstanding | 1,190.36M |
| Income Dividend Yield | 1.83% |
| Long Term Dividend Yield | 0.57% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.41% |
Returns Annualized
| One Day | -43.23% |
|---|---|
| Five Days | 63.83% |
| One Months | 22.14% |
| Three Months | 8.67% |
| Six Months | 11.22% |
| Nine Months | 18.36% |
| One Year | 11.21% |
| Three Years | 1.19% |
| Five Years | 4.82% |
| Ten Years | 4.61% |
| YTD | 9.33% |
| Since Inception | 4.65% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | 0.98% |
| One Month | 1.60% |
| Three Months | 2.06% |
| Six Months | 5.37% |
| Nine Months | 13.31% |
| One Year | 11.19% |
| Three Years | 3.61% |
| Five Years | 26.44% |
| Ten Years | 56.78% |
| YTD | 4.71% |
| Since Inception | 119.79% |
Yearly Returns
| 2024 | 4.71% |
|---|---|
| 2023 | 9.21% |
| 2022 | -11.96% |
| 2021 | 9.39% |
| 2020 | 9.80% |
| 2019 | 14.38% |
| 2018 | -3.80% |
| 2017 | 11.64% |
| 2016 | 5.95% |
| 2015 | -0.91% |
Risk against SP-DA
| Alpha | -6.47% |
|---|---|
| Beta | 0.53 |
| Correlation | 89.84% |
| Downside Deviation | 1.99% |
| Coefficient of determination | 80.71% |
| Standard Deviation | 1.89% |
| Sharpe Ratio | -2.68 |
| Sortino | -8.81 |
| Treynor | 11.06 |
| Ulcer Index | 2.23 |
| Ulcer Performance Index | -7.84 |