REMTX
2060 American Funds Trgt Date Retire-R5
$17.83
-0.04 (-0.22%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2060+ |
|---|---|
| Market Cap | 13201.261M |
| 52 Week High | 17.87 |
| 52 Week Low | 13.765 |
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Key Data
| Symbol | REMTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2060+ |
| Price | 17.83 |
| Price Yesterday | 17.87 |
| Market Cap | 13,201.26 |
| YTD Return | 11.44% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0044 |
Overview
| 52 Week High | 17.87 |
|---|---|
| 52 Week Low | 13.77 |
| Market Cap | 13,201.26M |
| Shares Outstanding | 740.40M |
| Income Dividend Yield | 1.24% |
| Long Term Dividend Yield | 0.87% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.11% |
Returns Annualized
| One Day | -43.18% |
|---|---|
| Five Days | 98.12% |
| One Months | 41.09% |
| Three Months | 15.49% |
| Six Months | 27.06% |
| Nine Months | 34.14% |
| One Year | 21.86% |
| Three Years | 4.47% |
| Five Years | 10.43% |
| Ten Years | -999 |
| YTD | 23.38% |
| Since Inception | 9.61% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | 1.36% |
| One Month | 2.77% |
| Three Months | 3.60% |
| Six Months | 12.49% |
| Nine Months | 24.33% |
| One Year | 21.84% |
| Three Years | 13.95% |
| Five Years | 64.03% |
| Ten Years | -999 |
| YTD | 11.44% |
| Since Inception | 133.81% |
Yearly Returns
| 2024 | 11.44% |
|---|---|
| 2023 | 21.50% |
| 2022 | -19.71% |
| 2021 | 17.15% |
| 2020 | 19.33% |
| 2019 | 24.95% |
| 2018 | -5.68% |
| 2017 | 22.54% |
| 2016 | 8.29% |
| 2015 | -1.63% |
Risk against SP-DA
| Alpha | -4.52% |
|---|---|
| Beta | 0.9 |
| Correlation | 96.14% |
| Downside Deviation | 2.81% |
| Coefficient of determination | 92.42% |
| Standard Deviation | 3.01% |
| Sharpe Ratio | -0.66 |
| Sortino | -2.44 |
| Treynor | 18.31 |
| Ulcer Index | 3.14 |
| Ulcer Performance Index | -2.18 |