AALTX
2050 American Funds Trgt Date Retire-A
$20.04
0.13 (0.65%)
Currency in USD / Last Updated: 3/27/2024
Category | Target Date-2050s |
---|---|
Market Cap | 30336.553M |
52 Week High | 20.04 |
52 Week Low | 15.962 |
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Key Data
Symbol | AALTX |
---|---|
Type | Mutual Fund |
Category | Target Date-2050s |
Price | 20.04 |
Price Yesterday | 19.91 |
Market Cap | 30,336.55 |
YTD Return | 7.63% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0024 |
Front Load | 0.0575 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0071 |
Overview
52 Week High | 20.04 |
---|---|
52 Week Low | 15.96 |
Market Cap | 30,336.55M |
Shares Outstanding | 1,513.80M |
Income Dividend Yield | 1.19% |
Long Term Dividend Yield | 1.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.19% |
Returns Annualized
One Day | 416.39% |
---|---|
Five Days | 32.01% |
One Months | 43.18% |
Three Months | 33.10% |
Six Months | 45.95% |
Nine Months | 23.35% |
One Year | 25.50% |
Three Years | 5.48% |
Five Years | 10.52% |
Ten Years | 9.19% |
YTD | 36.20% |
Since Inception | 7.90% |
Returns Total
One Day | 0.65% |
---|---|
Five Days | 0.55% |
One Month | 3.03% |
Three Months | 7.28% |
Six Months | 20.61% |
Nine Months | 17.03% |
One Year | 25.47% |
Three Years | 17.32% |
Five Years | 64.72% |
Ten Years | 140.46% |
YTD | 7.63% |
Since Inception | 265.49% |
Yearly Returns
2024 | 7.63% |
---|---|
2023 | 20.34% |
2022 | -19.16% |
2021 | 16.91% |
2020 | 19.07% |
2019 | 24.61% |
2018 | -5.88% |
2017 | 22.17% |
2016 | 7.96% |
2015 | 0.35% |
Risk against SP-DA
Alpha | -4.56% |
---|---|
Beta | 0.86 |
Correlation | 98.07% |
Downside Deviation | 2.74% |
Coefficient of determination | 96.17% |
Standard Deviation | 2.95% |
Sharpe Ratio | -0.84 |
Sortino | -3.14 |
Treynor | 23.53 |
Ulcer Index | 3 |
Ulcer Performance Index | -2.86 |