RHFTX
2035 American Funds Trgt Date Retire-R5E
$19.01
-0.05 (-0.26%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 46490.286M |
| 52 Week High | 19.06 |
| 52 Week Low | 15.368 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | RHFTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 19.01 |
| Price Yesterday | 19.06 |
| Market Cap | 46,490.29 |
| YTD Return | 8.63% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.005 |
Overview
| 52 Week High | 19.06 |
|---|---|
| 52 Week Low | 15.37 |
| Market Cap | 46,490.29M |
| Shares Outstanding | 2,445.57M |
| Income Dividend Yield | 1.75% |
| Long Term Dividend Yield | 0.82% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.58% |
Returns Annualized
| One Day | -48.45% |
|---|---|
| Five Days | 79.90% |
| One Months | 31.65% |
| Three Months | 12.44% |
| Six Months | 20.29% |
| Nine Months | 27.53% |
| One Year | 17.55% |
| Three Years | 3.53% |
| Five Years | 9.06% |
| Ten Years | -999 |
| YTD | 17.42% |
| Since Inception | 9.26% |
Returns Total
| One Day | -0.26% |
|---|---|
| Five Days | 1.17% |
| One Month | 2.20% |
| Three Months | 2.92% |
| Six Months | 9.50% |
| Nine Months | 19.76% |
| One Year | 17.53% |
| Three Years | 10.92% |
| Five Years | 54.13% |
| Ten Years | -999 |
| YTD | 8.63% |
| Since Inception | 114.08% |
Yearly Returns
| 2024 | 8.63% |
|---|---|
| 2023 | 16.75% |
| 2022 | -16.39% |
| 2021 | 15.37% |
| 2020 | 17.41% |
| 2019 | 23.09% |
| 2018 | -5.28% |
| 2017 | 20.89% |
| 2016 | 7.86% |
| 2015 | -1.95% |
Risk against SP-DA
| Alpha | -4.82% |
|---|---|
| Beta | 0.73 |
| Correlation | 95.01% |
| Downside Deviation | 2.42% |
| Coefficient of determination | 90.27% |
| Standard Deviation | 2.47% |
| Sharpe Ratio | -1.31 |
| Sortino | -4.61 |
| Treynor | 16.71 |
| Ulcer Index | 2.68 |
| Ulcer Performance Index | -4.17 |