RBFTX
2035 American Funds Trgt Date Retire-R2
$18.49
-0.04 (-0.22%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 46475.909M |
| 52 Week High | 18.53 |
| 52 Week Low | 15.042 |
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Key Data
| Symbol | RBFTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 18.49 |
| Price Yesterday | 18.53 |
| Market Cap | 46,475.91 |
| YTD Return | 8.13% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0144 |
Overview
| 52 Week High | 18.53 |
|---|---|
| 52 Week Low | 15.04 |
| Market Cap | 46,475.91M |
| Shares Outstanding | 2,513.57M |
| Income Dividend Yield | 0.98% |
| Long Term Dividend Yield | 0.85% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.83% |
Returns Annualized
| One Day | -42.02% |
|---|---|
| Five Days | 77.94% |
| One Months | 29.94% |
| Three Months | 11.30% |
| Six Months | 19.07% |
| Nine Months | 26.29% |
| One Year | 16.42% |
| Three Years | 2.56% |
| Five Years | 8.02% |
| Ten Years | 7.26% |
| YTD | 16.37% |
| Since Inception | 6.65% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | 1.15% |
| One Month | 2.10% |
| Three Months | 2.67% |
| Six Months | 8.96% |
| Nine Months | 18.89% |
| One Year | 16.40% |
| Three Years | 7.83% |
| Five Years | 46.92% |
| Ten Years | 101.20% |
| YTD | 8.13% |
| Since Inception | 205.22% |
Yearly Returns
| 2024 | 8.13% |
|---|---|
| 2023 | 15.64% |
| 2022 | -17.21% |
| 2021 | 14.30% |
| 2020 | 16.29% |
| 2019 | 21.90% |
| 2018 | -6.20% |
| 2017 | 19.71% |
| 2016 | 6.93% |
| 2015 | -0.53% |
Risk against SP-DA
| Alpha | -5.77% |
|---|---|
| Beta | 0.72 |
| Correlation | 94.46% |
| Downside Deviation | 2.49% |
| Coefficient of determination | 89.23% |
| Standard Deviation | 2.45% |
| Sharpe Ratio | -1.45 |
| Sortino | -4.94 |
| Treynor | 15.33 |
| Ulcer Index | 2.79 |
| Ulcer Performance Index | -4.41 |