RFUTX
2060 American Funds Trgt Date Retire-R6
$17.85
-0.04 (-0.22%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2060+ |
|---|---|
| Market Cap | 13201.111M |
| 52 Week High | 17.89 |
| 52 Week Low | 13.779 |
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Key Data
| Symbol | RFUTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2060+ |
| Price | 17.85 |
| Price Yesterday | 17.89 |
| Market Cap | 13,201.11 |
| YTD Return | 11.42% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0039 |
Overview
| 52 Week High | 17.89 |
|---|---|
| 52 Week Low | 13.78 |
| Market Cap | 13,201.11M |
| Shares Outstanding | 739.56M |
| Income Dividend Yield | 1.28% |
| Long Term Dividend Yield | 0.87% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.15% |
Returns Annualized
| One Day | -43.14% |
|---|---|
| Five Days | 97.96% |
| One Months | 41.03% |
| Three Months | 15.47% |
| Six Months | 27.18% |
| Nine Months | 34.17% |
| One Year | 21.88% |
| Three Years | 4.52% |
| Five Years | 10.49% |
| Ten Years | -999 |
| YTD | 23.35% |
| Since Inception | 9.66% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | 1.36% |
| One Month | 2.76% |
| Three Months | 3.60% |
| Six Months | 12.55% |
| Nine Months | 24.35% |
| One Year | 21.86% |
| Three Years | 14.10% |
| Five Years | 64.43% |
| Ten Years | -999 |
| YTD | 11.42% |
| Since Inception | 134.87% |
Yearly Returns
| 2024 | 11.42% |
|---|---|
| 2023 | 21.61% |
| 2022 | -19.66% |
| 2021 | 17.20% |
| 2020 | 19.44% |
| 2019 | 25.02% |
| 2018 | -5.64% |
| 2017 | 22.49% |
| 2016 | 8.41% |
| 2015 | -1.61% |
Risk against SP-DA
| Alpha | -4.34% |
|---|---|
| Beta | 0.89 |
| Correlation | 96.32% |
| Downside Deviation | 2.79% |
| Coefficient of determination | 92.78% |
| Standard Deviation | 2.98% |
| Sharpe Ratio | -0.66 |
| Sortino | -2.45 |
| Treynor | 18.47 |
| Ulcer Index | 3.15 |
| Ulcer Performance Index | -2.17 |