RECTX
2020 American Funds Trgt Date Retire-R5
$13.78
-0.02 (-0.14%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 15899.226M |
| 52 Week High | 13.8 |
| 52 Week Low | 11.804 |
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Key Data
| Symbol | RECTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 13.78 |
| Price Yesterday | 13.8 |
| Market Cap | 15,899.23 |
| YTD Return | 5.35% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0036 |
Overview
| 52 Week High | 13.80 |
|---|---|
| 52 Week Low | 11.80 |
| Market Cap | 15,899.23M |
| Shares Outstanding | 1,153.79M |
| Income Dividend Yield | 2.78% |
| Long Term Dividend Yield | 0.55% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.33% |
Returns Annualized
| One Day | -30.64% |
|---|---|
| Five Days | 73.70% |
| One Months | 24.81% |
| Three Months | 10.03% |
| Six Months | 12.58% |
| Nine Months | 19.77% |
| One Year | 12.52% |
| Three Years | 2.27% |
| Five Years | 5.93% |
| Ten Years | 5.71% |
| YTD | 10.65% |
| Since Inception | 5.58% |
Returns Total
| One Day | -0.14% |
|---|---|
| Five Days | 1.10% |
| One Month | 1.77% |
| Three Months | 2.38% |
| Six Months | 6.00% |
| Nine Months | 14.31% |
| One Year | 12.51% |
| Three Years | 6.94% |
| Five Years | 33.28% |
| Ten Years | 73.97% |
| YTD | 5.35% |
| Since Inception | 156.47% |
Yearly Returns
| 2024 | 5.35% |
|---|---|
| 2023 | 10.36% |
| 2022 | -11.09% |
| 2021 | 10.62% |
| 2020 | 10.90% |
| 2019 | 15.56% |
| 2018 | -2.74% |
| 2017 | 12.86% |
| 2016 | 6.99% |
| 2015 | 0.14% |
Risk against SP-DA
| Alpha | -5.30% |
|---|---|
| Beta | 0.53 |
| Correlation | 90.62% |
| Downside Deviation | 1.94% |
| Coefficient of determination | 82.12% |
| Standard Deviation | 1.89% |
| Sharpe Ratio | -2.47 |
| Sortino | -8.33 |
| Treynor | 13.4 |
| Ulcer Index | 2.11 |
| Ulcer Performance Index | -7.69 |