RCDTX
2025 American Funds Trgt Date Retire-R3
$15.20
-0.03 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 33443.04M |
| 52 Week High | 15.23 |
| 52 Week Low | 12.939 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | RCDTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 15.2 |
| Price Yesterday | 15.23 |
| Market Cap | 33,443.04 |
| YTD Return | 5.48% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0097 |
Overview
| 52 Week High | 15.23 |
|---|---|
| 52 Week Low | 12.94 |
| Market Cap | 33,443.04M |
| Shares Outstanding | 2,200.20M |
| Income Dividend Yield | 1.97% |
| Long Term Dividend Yield | 0.66% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.63% |
Returns Annualized
| One Day | -39.19% |
|---|---|
| Five Days | 70.55% |
| One Months | 24.31% |
| Three Months | 9.64% |
| Six Months | 13.06% |
| Nine Months | 20.33% |
| One Year | 12.66% |
| Three Years | 1.71% |
| Five Years | 6.07% |
| Ten Years | 5.74% |
| YTD | 10.91% |
| Since Inception | 5.76% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 1.06% |
| One Month | 1.74% |
| Three Months | 2.29% |
| Six Months | 6.22% |
| Nine Months | 14.71% |
| One Year | 12.64% |
| Three Years | 5.18% |
| Five Years | 34.16% |
| Ten Years | 74.43% |
| YTD | 5.48% |
| Since Inception | 163.98% |
Yearly Returns
| 2024 | 5.48% |
|---|---|
| 2023 | 11.28% |
| 2022 | -13.32% |
| 2021 | 10.63% |
| 2020 | 13.06% |
| 2019 | 16.96% |
| 2018 | -4.02% |
| 2017 | 14.58% |
| 2016 | 6.55% |
| 2015 | -0.48% |
Risk against SP-DA
| Alpha | -5.76% |
|---|---|
| Beta | 0.56 |
| Correlation | 91.36% |
| Downside Deviation | 2.08% |
| Coefficient of determination | 83.47% |
| Standard Deviation | 1.97% |
| Sharpe Ratio | -2.36 |
| Sortino | -7.73 |
| Treynor | 13.02 |
| Ulcer Index | 2.29 |
| Ulcer Performance Index | -7 |