RCCTX
2020 American Funds Trgt Date Retire-R3
$13.51
-0.02 (-0.15%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 15889.922M |
| 52 Week High | 13.53 |
| 52 Week Low | 11.626 |
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Key Data
| Symbol | RCCTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 13.51 |
| Price Yesterday | 13.53 |
| Market Cap | 15,889.92 |
| YTD Return | 4.97% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0096 |
Overview
| 52 Week High | 13.53 |
|---|---|
| 52 Week Low | 11.63 |
| Market Cap | 15,889.92M |
| Shares Outstanding | 1,176.16M |
| Income Dividend Yield | 2.24% |
| Long Term Dividend Yield | 0.56% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.81% |
Returns Annualized
| One Day | -31.14% |
|---|---|
| Five Days | 69.13% |
| One Months | 23.01% |
| Three Months | 9.23% |
| Six Months | 11.79% |
| Nine Months | 18.95% |
| One Year | 11.82% |
| Three Years | 1.65% |
| Five Years | 5.28% |
| Ten Years | 5.07% |
| YTD | 9.87% |
| Since Inception | 4.94% |
Returns Total
| One Day | -0.15% |
|---|---|
| Five Days | 1.05% |
| One Month | 1.66% |
| Three Months | 2.19% |
| Six Months | 5.63% |
| Nine Months | 13.73% |
| One Year | 11.81% |
| Three Years | 5.01% |
| Five Years | 29.28% |
| Ten Years | 63.80% |
| YTD | 4.97% |
| Since Inception | 130.47% |
Yearly Returns
| 2024 | 4.97% |
|---|---|
| 2023 | 9.78% |
| 2022 | -11.65% |
| 2021 | 9.94% |
| 2020 | 10.25% |
| 2019 | 14.86% |
| 2018 | -3.32% |
| 2017 | 12.12% |
| 2016 | 6.39% |
| 2015 | -0.52% |
Risk against SP-DA
| Alpha | -5.86% |
|---|---|
| Beta | 0.53 |
| Correlation | 90.00% |
| Downside Deviation | 1.97% |
| Coefficient of determination | 81.00% |
| Standard Deviation | 1.88% |
| Sharpe Ratio | -2.59 |
| Sortino | -8.57 |
| Treynor | 12.22 |
| Ulcer Index | 2.17 |
| Ulcer Performance Index | -7.79 |