RHJTX
2055 American Funds Trgt Date Retire-R5E
$25.93
-0.06 (-0.23%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 22331.824M |
| 52 Week High | 25.99 |
| 52 Week Low | 20.064 |
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Key Data
| Symbol | RHJTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 25.93 |
| Price Yesterday | 25.99 |
| Market Cap | 22,331.82 |
| YTD Return | 11.29% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0053 |
Overview
| 52 Week High | 25.99 |
|---|---|
| 52 Week Low | 20.06 |
| Market Cap | 22,331.82M |
| Shares Outstanding | 861.24M |
| Income Dividend Yield | 1.23% |
| Long Term Dividend Yield | 0.94% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.16% |
Returns Annualized
| One Day | -44.18% |
|---|---|
| Five Days | 98.50% |
| One Months | 40.52% |
| Three Months | 15.27% |
| Six Months | 26.73% |
| Nine Months | 33.81% |
| One Year | 21.62% |
| Three Years | 4.38% |
| Five Years | 10.35% |
| Ten Years | -999 |
| YTD | 23.06% |
| Since Inception | 10.24% |
Returns Total
| One Day | -0.23% |
|---|---|
| Five Days | 1.37% |
| One Month | 2.73% |
| Three Months | 3.55% |
| Six Months | 12.35% |
| Nine Months | 24.10% |
| One Year | 21.60% |
| Three Years | 13.66% |
| Five Years | 63.39% |
| Ten Years | -999 |
| YTD | 11.29% |
| Since Inception | 131.21% |
Yearly Returns
| 2024 | 11.29% |
|---|---|
| 2023 | 21.26% |
| 2022 | -19.62% |
| 2021 | 17.07% |
| 2020 | 19.26% |
| 2019 | 24.85% |
| 2018 | -5.77% |
| 2017 | 22.44% |
| 2016 | 8.17% |
| 2015 | -2.02% |
Risk against SP-DA
| Alpha | -4.49% |
|---|---|
| Beta | 0.89 |
| Correlation | 96.25% |
| Downside Deviation | 2.80% |
| Coefficient of determination | 92.64% |
| Standard Deviation | 2.97% |
| Sharpe Ratio | -0.69 |
| Sortino | -2.54 |
| Treynor | 18.29 |
| Ulcer Index | 3.13 |
| Ulcer Performance Index | -2.27 |