RCFTX
2035 American Funds Trgt Date Retire-R3
$18.78
-0.04 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 46494.962M |
| 52 Week High | 18.82 |
| 52 Week Low | 15.229 |
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Key Data
| Symbol | RCFTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 18.78 |
| Price Yesterday | 18.82 |
| Market Cap | 46,494.96 |
| YTD Return | 8.37% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.01 |
Overview
| 52 Week High | 18.82 |
|---|---|
| 52 Week Low | 15.23 |
| Market Cap | 46,494.96M |
| Shares Outstanding | 2,475.77M |
| Income Dividend Yield | 1.34% |
| Long Term Dividend Yield | 0.83% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.18% |
Returns Annualized
| One Day | -41.53% |
|---|---|
| Five Days | 81.21% |
| One Months | 31.20% |
| Three Months | 11.85% |
| Six Months | 19.72% |
| Nine Months | 26.93% |
| One Year | 17.03% |
| Three Years | 3.03% |
| Five Years | 8.52% |
| Ten Years | 7.73% |
| YTD | 16.87% |
| Since Inception | 7.08% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | 1.19% |
| One Month | 2.18% |
| Three Months | 2.79% |
| Six Months | 9.25% |
| Nine Months | 19.34% |
| One Year | 17.01% |
| Three Years | 9.31% |
| Five Years | 50.34% |
| Ten Years | 110.14% |
| YTD | 8.37% |
| Since Inception | 227.06% |
Yearly Returns
| 2024 | 8.37% |
|---|---|
| 2023 | 16.18% |
| 2022 | -16.82% |
| 2021 | 14.79% |
| 2020 | 16.82% |
| 2019 | 22.49% |
| 2018 | -5.78% |
| 2017 | 20.26% |
| 2016 | 7.32% |
| 2015 | -0.09% |
Risk against SP-DA
| Alpha | -5.23% |
|---|---|
| Beta | 0.72 |
| Correlation | 94.76% |
| Downside Deviation | 2.46% |
| Coefficient of determination | 89.79% |
| Standard Deviation | 2.46% |
| Sharpe Ratio | -1.37 |
| Sortino | -4.76 |
| Treynor | 16.1 |
| Ulcer Index | 2.73 |
| Ulcer Performance Index | -4.27 |