REATX
2010 American Funds Trgt Date Retire-R5
$11.88
-0.02 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-Before 2020 |
|---|---|
| Market Cap | 3929.203M |
| 52 Week High | 11.9 |
| 52 Week Low | 10.385 |
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Key Data
| Symbol | REATX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-Before 2020 |
| Price | 11.88 |
| Price Yesterday | 11.9 |
| Market Cap | 3,929.20 |
| YTD Return | 4.39% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0034 |
Overview
| 52 Week High | 11.90 |
|---|---|
| 52 Week Low | 10.39 |
| Market Cap | 3,929.20M |
| Shares Outstanding | 330.74M |
| Income Dividend Yield | 2.95% |
| Long Term Dividend Yield | 0.68% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.63% |
Returns Annualized
| One Day | -34.58% |
|---|---|
| Five Days | 59.89% |
| One Months | 21.24% |
| Three Months | 8.66% |
| Six Months | 10.32% |
| Nine Months | 17.10% |
| One Year | 10.92% |
| Three Years | 2.03% |
| Five Years | 5.16% |
| Ten Years | 4.94% |
| YTD | 8.70% |
| Since Inception | 4.96% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | 0.93% |
| One Month | 1.54% |
| Three Months | 2.06% |
| Six Months | 4.95% |
| Nine Months | 12.41% |
| One Year | 10.90% |
| Three Years | 6.19% |
| Five Years | 28.53% |
| Ten Years | 61.81% |
| YTD | 4.39% |
| Since Inception | 131.49% |
Yearly Returns
| 2024 | 4.39% |
|---|---|
| 2023 | 8.68% |
| 2022 | -9.24% |
| 2021 | 9.32% |
| 2020 | 9.15% |
| 2019 | 13.88% |
| 2018 | -2.55% |
| 2017 | 10.31% |
| 2016 | 7.40% |
| 2015 | -0.90% |
Risk against SP-DA
| Alpha | -5.48% |
|---|---|
| Beta | 0.47 |
| Correlation | 88.09% |
| Downside Deviation | 1.74% |
| Coefficient of determination | 77.60% |
| Standard Deviation | 1.72% |
| Sharpe Ratio | -2.98 |
| Sortino | -10.21 |
| Treynor | 11.73 |
| Ulcer Index | 1.86 |
| Ulcer Performance Index | -9.55 |