RDFTX
2035 American Funds Trgt Date Retire-R4
$19.01
-0.04 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 46490.286M |
| 52 Week High | 19.05 |
| 52 Week Low | 15.386 |
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Key Data
| Symbol | RDFTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 19.01 |
| Price Yesterday | 19.05 |
| Market Cap | 46,490.29 |
| YTD Return | 8.57% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.007 |
Overview
| 52 Week High | 19.05 |
|---|---|
| 52 Week Low | 15.39 |
| Market Cap | 46,490.29M |
| Shares Outstanding | 2,445.57M |
| Income Dividend Yield | 1.58% |
| Long Term Dividend Yield | 0.82% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.41% |
Returns Annualized
| One Day | -41.15% |
|---|---|
| Five Days | 84.80% |
| One Months | 31.65% |
| Three Months | 12.19% |
| Six Months | 20.00% |
| Nine Months | 27.33% |
| One Year | 17.33% |
| Three Years | 3.34% |
| Five Years | 8.85% |
| Ten Years | 8.06% |
| YTD | 17.29% |
| Since Inception | 7.24% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | 1.22% |
| One Month | 2.20% |
| Three Months | 2.87% |
| Six Months | 9.38% |
| Nine Months | 19.61% |
| One Year | 17.31% |
| Three Years | 10.31% |
| Five Years | 52.60% |
| Ten Years | 116.61% |
| YTD | 8.57% |
| Since Inception | 235.57% |
Yearly Returns
| 2024 | 8.57% |
|---|---|
| 2023 | 16.45% |
| 2022 | -16.52% |
| 2021 | 15.14% |
| 2020 | 17.11% |
| 2019 | 22.89% |
| 2018 | -5.52% |
| 2017 | 20.64% |
| 2016 | 7.64% |
| 2015 | 0.23% |
Risk against SP-DA
| Alpha | -5.02% |
|---|---|
| Beta | 0.73 |
| Correlation | 94.84% |
| Downside Deviation | 2.44% |
| Coefficient of determination | 89.95% |
| Standard Deviation | 2.47% |
| Sharpe Ratio | -1.33 |
| Sortino | -4.67 |
| Treynor | 16.43 |
| Ulcer Index | 2.7 |
| Ulcer Performance Index | -4.21 |