RDATX
2010 American Funds Trgt Date Retire-R4
$11.78
-0.01 (-0.08%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-Before 2020 |
|---|---|
| Market Cap | 3929.431M |
| 52 Week High | 11.79 |
| 52 Week Low | 10.307 |
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Key Data
| Symbol | RDATX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-Before 2020 |
| Price | 11.78 |
| Price Yesterday | 11.79 |
| Market Cap | 3,929.43 |
| YTD Return | 4.34% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0064 |
Overview
| 52 Week High | 11.79 |
|---|---|
| 52 Week Low | 10.31 |
| Market Cap | 3,929.43M |
| Shares Outstanding | 333.57M |
| Income Dividend Yield | 2.67% |
| Long Term Dividend Yield | 0.69% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.36% |
Returns Annualized
| One Day | -19.27% |
|---|---|
| Five Days | 60.53% |
| One Months | 21.43% |
| Three Months | 8.74% |
| Six Months | 10.02% |
| Nine Months | 16.79% |
| One Year | 10.57% |
| Three Years | 1.74% |
| Five Years | 4.86% |
| Ten Years | 4.64% |
| YTD | 8.59% |
| Since Inception | 4.65% |
Returns Total
| One Day | -0.08% |
|---|---|
| Five Days | 0.94% |
| One Month | 1.55% |
| Three Months | 2.08% |
| Six Months | 4.80% |
| Nine Months | 12.19% |
| One Year | 10.56% |
| Three Years | 5.29% |
| Five Years | 26.68% |
| Ten Years | 57.17% |
| YTD | 4.34% |
| Since Inception | 119.82% |
Yearly Returns
| 2024 | 4.34% |
|---|---|
| 2023 | 8.32% |
| 2022 | -9.47% |
| 2021 | 8.95% |
| 2020 | 8.84% |
| 2019 | 13.42% |
| 2018 | -2.80% |
| 2017 | 9.99% |
| 2016 | 7.12% |
| 2015 | -1.14% |
Risk against SP-DA
| Alpha | -5.89% |
|---|---|
| Beta | 0.47 |
| Correlation | 88.51% |
| Downside Deviation | 1.74% |
| Coefficient of determination | 78.33% |
| Standard Deviation | 1.73% |
| Sharpe Ratio | -3.04 |
| Sortino | -10.42 |
| Treynor | 10.94 |
| Ulcer Index | 1.89 |
| Ulcer Performance Index | -9.58 |