RDJTX
2055 American Funds Trgt Date Retire-R4
$25.95
-0.06 (-0.23%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 22331.662M |
| 52 Week High | 26.01 |
| 52 Week Low | 20.1 |
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Key Data
| Symbol | RDJTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 25.95 |
| Price Yesterday | 26.01 |
| Market Cap | 22,331.66 |
| YTD Return | 11.18% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0073 |
Overview
| 52 Week High | 26.01 |
|---|---|
| 52 Week Low | 20.10 |
| Market Cap | 22,331.66M |
| Shares Outstanding | 860.57M |
| Income Dividend Yield | 1.07% |
| Long Term Dividend Yield | 0.94% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.00% |
Returns Annualized
| One Day | -44.15% |
|---|---|
| Five Days | 98.39% |
| One Months | 40.48% |
| Three Months | 15.07% |
| Six Months | 26.48% |
| Nine Months | 33.55% |
| One Year | 21.39% |
| Three Years | 4.17% |
| Five Years | 10.12% |
| Ten Years | 8.91% |
| YTD | 22.84% |
| Since Inception | 10.25% |
Returns Total
| One Day | -0.23% |
|---|---|
| Five Days | 1.37% |
| One Month | 2.73% |
| Three Months | 3.51% |
| Six Months | 12.24% |
| Nine Months | 23.92% |
| One Year | 21.37% |
| Three Years | 12.98% |
| Five Years | 61.71% |
| Ten Years | 134.23% |
| YTD | 11.18% |
| Since Inception | 305.60% |
Yearly Returns
| 2024 | 11.18% |
|---|---|
| 2023 | 21.01% |
| 2022 | -19.77% |
| 2021 | 16.82% |
| 2020 | 19.00% |
| 2019 | 24.60% |
| 2018 | -5.92% |
| 2017 | 22.15% |
| 2016 | 7.93% |
| 2015 | 0.25% |
Risk against SP-DA
| Alpha | -4.77% |
|---|---|
| Beta | 0.89 |
| Correlation | 96.18% |
| Downside Deviation | 2.79% |
| Coefficient of determination | 92.51% |
| Standard Deviation | 2.98% |
| Sharpe Ratio | -0.71 |
| Sortino | -2.62 |
| Treynor | 17.98 |
| Ulcer Index | 3.15 |
| Ulcer Performance Index | -2.33 |