RCJTX
2015 American Funds Trgt Date Retire-R3
$12.35
-0.01 (-0.08%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-Before 2020 |
|---|---|
| Market Cap | 5000.651M |
| 52 Week High | 12.36 |
| 52 Week Low | 10.745 |
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Key Data
| Symbol | RCJTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-Before 2020 |
| Price | 12.35 |
| Price Yesterday | 12.36 |
| Market Cap | 5,000.65 |
| YTD Return | 4.48% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0095 |
Overview
| 52 Week High | 12.36 |
|---|---|
| 52 Week Low | 10.75 |
| Market Cap | 5,000.65M |
| Shares Outstanding | 404.91M |
| Income Dividend Yield | 2.31% |
| Long Term Dividend Yield | 0.75% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.06% |
Returns Annualized
| One Day | -18.47% |
|---|---|
| Five Days | 63.66% |
| One Months | 21.60% |
| Three Months | 8.68% |
| Six Months | 10.66% |
| Nine Months | 17.65% |
| One Year | 10.95% |
| Three Years | 1.48% |
| Five Years | 4.92% |
| Ten Years | 4.65% |
| YTD | 8.88% |
| Since Inception | 4.63% |
Returns Total
| One Day | -0.08% |
|---|---|
| Five Days | 0.98% |
| One Month | 1.56% |
| Three Months | 2.07% |
| Six Months | 5.11% |
| Nine Months | 12.81% |
| One Year | 10.94% |
| Three Years | 4.49% |
| Five Years | 27.08% |
| Ten Years | 57.32% |
| YTD | 4.48% |
| Since Inception | 119.13% |
Yearly Returns
| 2024 | 4.48% |
|---|---|
| 2023 | 8.93% |
| 2022 | -10.84% |
| 2021 | 9.53% |
| 2020 | 9.26% |
| 2019 | 14.12% |
| 2018 | -3.36% |
| 2017 | 10.58% |
| 2016 | 6.83% |
| 2015 | -1.29% |
Risk against SP-DA
| Alpha | -5.70% |
|---|---|
| Beta | 0.48 |
| Correlation | 88.85% |
| Downside Deviation | 1.86% |
| Coefficient of determination | 78.94% |
| Standard Deviation | 1.75% |
| Sharpe Ratio | -2.93 |
| Sortino | -9.57 |
| Treynor | 11.54 |
| Ulcer Index | 2.03 |
| Ulcer Performance Index | -8.76 |