RBITX
2050 American Funds Trgt Date Retire-R2
$20.01
-0.05 (-0.25%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 32004.194M |
| 52 Week High | 20.06 |
| 52 Week Low | 15.647 |
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Key Data
| Symbol | RBITX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 20.01 |
| Price Yesterday | 20.06 |
| Market Cap | 32,004.19 |
| YTD Return | 10.49% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0148 |
Overview
| 52 Week High | 20.06 |
|---|---|
| 52 Week Low | 15.65 |
| Market Cap | 32,004.19M |
| Shares Outstanding | 1,599.41M |
| Income Dividend Yield | 0.57% |
| Long Term Dividend Yield | 1.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.57% |
Returns Annualized
| One Day | -46.71% |
|---|---|
| Five Days | 93.44% |
| One Months | 37.60% |
| Three Months | 13.90% |
| Six Months | 24.87% |
| Nine Months | 31.92% |
| One Year | 19.99% |
| Three Years | 3.40% |
| Five Years | 9.30% |
| Ten Years | 8.12% |
| YTD | 21.36% |
| Since Inception | 6.97% |
Returns Total
| One Day | -0.25% |
|---|---|
| Five Days | 1.32% |
| One Month | 2.56% |
| Three Months | 3.25% |
| Six Months | 11.54% |
| Nine Months | 22.80% |
| One Year | 19.97% |
| Three Years | 10.50% |
| Five Years | 55.78% |
| Ten Years | 117.78% |
| YTD | 10.49% |
| Since Inception | 221.45% |
Yearly Returns
| 2024 | 10.49% |
|---|---|
| 2023 | 19.42% |
| 2022 | -19.77% |
| 2021 | 15.95% |
| 2020 | 18.21% |
| 2019 | 23.64% |
| 2018 | -6.60% |
| 2017 | 21.25% |
| 2016 | 7.11% |
| 2015 | -0.35% |
Risk against SP-DA
| Alpha | -5.72% |
|---|---|
| Beta | 0.87 |
| Correlation | 95.75% |
| Downside Deviation | 2.81% |
| Coefficient of determination | 91.67% |
| Standard Deviation | 2.93% |
| Sharpe Ratio | -0.86 |
| Sortino | -3.1 |
| Treynor | 16.77 |
| Ulcer Index | 3.16 |
| Ulcer Performance Index | -2.76 |