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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

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