RCMTX
2055 American Funds Trgt Date Retire-R3
$25.60
-0.07 (-0.27%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 22325.942M |
| 52 Week High | 25.67 |
| 52 Week Low | 19.883 |
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Key Data
| Symbol | RCMTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 25.6 |
| Price Yesterday | 25.67 |
| Market Cap | 22,325.94 |
| YTD Return | 10.97% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0103 |
Overview
| 52 Week High | 25.67 |
|---|---|
| 52 Week Low | 19.88 |
| Market Cap | 22,325.94M |
| Shares Outstanding | 872.11M |
| Income Dividend Yield | 0.84% |
| Long Term Dividend Yield | 0.95% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.79% |
Returns Annualized
| One Day | -49.78% |
|---|---|
| Five Days | 96.31% |
| One Months | 39.02% |
| Three Months | 14.54% |
| Six Months | 26.01% |
| Nine Months | 33.13% |
| One Year | 20.97% |
| Three Years | 3.84% |
| Five Years | 9.78% |
| Ten Years | 8.57% |
| YTD | 22.37% |
| Since Inception | 9.91% |
Returns Total
| One Day | -0.27% |
|---|---|
| Five Days | 1.35% |
| One Month | 2.65% |
| Three Months | 3.39% |
| Six Months | 12.04% |
| Nine Months | 23.63% |
| One Year | 20.94% |
| Three Years | 11.92% |
| Five Years | 59.23% |
| Ten Years | 127.15% |
| YTD | 10.97% |
| Since Inception | 287.70% |
Yearly Returns
| 2024 | 10.97% |
|---|---|
| 2023 | 20.61% |
| 2022 | -19.99% |
| 2021 | 16.51% |
| 2020 | 18.63% |
| 2019 | 24.21% |
| 2018 | -6.20% |
| 2017 | 21.80% |
| 2016 | 7.64% |
| 2015 | -0.12% |
Risk against SP-DA
| Alpha | -5.18% |
|---|---|
| Beta | 0.89 |
| Correlation | 95.93% |
| Downside Deviation | 2.81% |
| Coefficient of determination | 92.02% |
| Standard Deviation | 2.98% |
| Sharpe Ratio | -0.75 |
| Sortino | -2.75 |
| Treynor | 17.51 |
| Ulcer Index | 3.18 |
| Ulcer Performance Index | -2.44 |