REITX
2050 American Funds Trgt Date Retire-R5
$20.90
-0.06 (-0.29%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 32006.677M |
| 52 Week High | 20.96 |
| 52 Week Low | 16.238 |
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Key Data
| Symbol | REITX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 20.9 |
| Price Yesterday | 20.96 |
| Market Cap | 32,006.68 |
| YTD Return | 11.05% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0043 |
Overview
| 52 Week High | 20.96 |
|---|---|
| 52 Week Low | 16.24 |
| Market Cap | 32,006.68M |
| Shares Outstanding | 1,531.42M |
| Income Dividend Yield | 1.37% |
| Long Term Dividend Yield | 0.96% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.33% |
Returns Annualized
| One Day | -51.48% |
|---|---|
| Five Days | 92.71% |
| One Months | 39.12% |
| Three Months | 14.87% |
| Six Months | 26.08% |
| Nine Months | 33.17% |
| One Year | 21.24% |
| Three Years | 4.49% |
| Five Years | 10.45% |
| Ten Years | 9.23% |
| YTD | 22.56% |
| Since Inception | 8.25% |
Returns Total
| One Day | -0.29% |
|---|---|
| Five Days | 1.31% |
| One Month | 2.65% |
| Three Months | 3.47% |
| Six Months | 12.06% |
| Nine Months | 23.66% |
| One Year | 21.22% |
| Three Years | 14.01% |
| Five Years | 64.13% |
| Ten Years | 141.31% |
| YTD | 11.05% |
| Since Inception | 295.09% |
Yearly Returns
| 2024 | 11.05% |
|---|---|
| 2023 | 20.68% |
| 2022 | -18.91% |
| 2021 | 17.20% |
| 2020 | 19.43% |
| 2019 | 24.98% |
| 2018 | -5.71% |
| 2017 | 22.56% |
| 2016 | 8.27% |
| 2015 | 0.60% |
Risk against SP-DA
| Alpha | -4.60% |
|---|---|
| Beta | 0.88 |
| Correlation | 96.03% |
| Downside Deviation | 2.75% |
| Coefficient of determination | 92.22% |
| Standard Deviation | 2.94% |
| Sharpe Ratio | -0.73 |
| Sortino | -2.71 |
| Treynor | 18.09 |
| Ulcer Index | 3.08 |
| Ulcer Performance Index | -2.43 |