RCATX
2010 American Funds Trgt Date Retire-R3
$11.71
-0.01 (-0.09%)
Currency in USD / Last Updated: 7/9/2024
Category | Target Date-Before 2020 |
---|---|
Market Cap | 3929.595M |
52 Week High | 11.72 |
52 Week Low | 10.272 |
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Key Data
Symbol | RCATX |
---|---|
Type | Mutual Fund |
Category | Target Date-Before 2020 |
Price | 11.71 |
Price Yesterday | 11.72 |
Market Cap | 3,929.60 |
YTD Return | 4.18% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0094 |
Overview
52 Week High | 11.72 |
---|---|
52 Week Low | 10.27 |
Market Cap | 3,929.60M |
Shares Outstanding | 335.58M |
Income Dividend Yield | 2.36% |
Long Term Dividend Yield | 0.69% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.06% |
Returns Annualized
One Day | -19.37% |
---|---|
Five Days | 60.99% |
One Months | 21.58% |
Three Months | 8.41% |
Six Months | 9.68% |
Nine Months | 16.37% |
One Year | 10.26% |
Three Years | 1.42% |
Five Years | 4.54% |
Ten Years | 4.31% |
YTD | 8.27% |
Since Inception | 4.32% |
Returns Total
One Day | -0.09% |
---|---|
Five Days | 0.95% |
One Month | 1.56% |
Three Months | 2.00% |
Six Months | 4.65% |
Nine Months | 11.90% |
One Year | 10.25% |
Three Years | 4.30% |
Five Years | 24.76% |
Ten Years | 52.37% |
YTD | 4.18% |
Since Inception | 108.14% |
Yearly Returns
2024 | 4.18% |
---|---|
2023 | 8.00% |
2022 | -9.79% |
2021 | 8.65% |
2020 | 8.54% |
2019 | 13.16% |
2018 | -3.18% |
2017 | 9.68% |
2016 | 6.75% |
2015 | -1.50% |
Risk against SP-DA
Alpha | -6.16% |
---|---|
Beta | 0.47 |
Correlation | 88.13% |
Downside Deviation | 1.76% |
Coefficient of determination | 77.67% |
Standard Deviation | 1.73% |
Sharpe Ratio | -3.08 |
Sortino | -10.48 |
Treynor | 10.32 |
Ulcer Index | 1.93 |
Ulcer Performance Index | -9.58 |