RHCTX
2020 American Funds Trgt Date Retire-R5E
$13.60
-0.02 (-0.15%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 15900.984M |
| 52 Week High | 13.62 |
| 52 Week Low | 11.665 |
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Key Data
| Symbol | RHCTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 13.6 |
| Price Yesterday | 13.62 |
| Market Cap | 15,900.98 |
| YTD Return | 5.26% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0046 |
Overview
| 52 Week High | 13.62 |
|---|---|
| 52 Week Low | 11.67 |
| Market Cap | 15,900.98M |
| Shares Outstanding | 1,169.19M |
| Income Dividend Yield | 2.72% |
| Long Term Dividend Yield | 0.56% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.28% |
Returns Annualized
| One Day | -30.97% |
|---|---|
| Five Days | 74.98% |
| One Months | 24.00% |
| Three Months | 9.84% |
| Six Months | 12.41% |
| Nine Months | 19.64% |
| One Year | 12.41% |
| Three Years | 2.16% |
| Five Years | 5.82% |
| Ten Years | -999 |
| YTD | 10.47% |
| Since Inception | 6.25% |
Returns Total
| One Day | -0.15% |
|---|---|
| Five Days | 1.12% |
| One Month | 1.72% |
| Three Months | 2.33% |
| Six Months | 5.92% |
| Nine Months | 14.22% |
| One Year | 12.40% |
| Three Years | 6.60% |
| Five Years | 32.62% |
| Ten Years | -999 |
| YTD | 5.26% |
| Since Inception | 68.36% |
Yearly Returns
| 2024 | 5.26% |
|---|---|
| 2023 | 10.30% |
| 2022 | -11.18% |
| 2021 | 10.46% |
| 2020 | 10.85% |
| 2019 | 15.48% |
| 2018 | -2.82% |
| 2017 | 12.65% |
| 2016 | 6.90% |
| 2015 | -1.35% |
Risk against SP-DA
| Alpha | -5.28% |
|---|---|
| Beta | 0.53 |
| Correlation | 90.50% |
| Downside Deviation | 1.96% |
| Coefficient of determination | 81.90% |
| Standard Deviation | 1.88% |
| Sharpe Ratio | -2.51 |
| Sortino | -8.33 |
| Treynor | 13.32 |
| Ulcer Index | 2.13 |
| Ulcer Performance Index | -7.66 |