AAMTX
2055 American Funds Trgt Date Retire-A
$24.34
-0.26 (-1.06%)
Currency in USD / Last Updated: 4/15/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 20307.13M |
| 52 Week High | 25.19 |
| 52 Week Low | 20.14 |
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Key Data
| Symbol | AAMTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 24.34 |
| Price Yesterday | 24.6 |
| Market Cap | 20,307.13 |
| YTD Return | 4.11% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0072 |
Overview
| 52 Week High | 25.19 |
|---|---|
| 52 Week Low | 20.14 |
| Market Cap | 20,307.13M |
| Shares Outstanding | 834.31M |
| Income Dividend Yield | 1.14% |
| Long Term Dividend Yield | 1.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.14% |
Returns Annualized
| One Day | -93.15% |
|---|---|
| Five Days | -78.37% |
| One Months | -14.32% |
| Three Months | 19.11% |
| Six Months | 35.20% |
| Nine Months | 13.65% |
| One Year | 17.64% |
| Three Years | 2.97% |
| Five Years | 9.07% |
| Ten Years | 8.88% |
| YTD | 15.14% |
| Since Inception | 9.94% |
Returns Total
| One Day | -1.06% |
|---|---|
| Five Days | -2.99% |
| One Month | -1.22% |
| Three Months | 4.46% |
| Six Months | 16.12% |
| Nine Months | 10.06% |
| One Year | 17.54% |
| Three Years | 9.13% |
| Five Years | 54.17% |
| Ten Years | 133.61% |
| YTD | 4.11% |
| Since Inception | 281.15% |
Yearly Returns
| 2024 | 4.11% |
|---|---|
| 2023 | 21.03% |
| 2022 | -19.77% |
| 2021 | 16.88% |
| 2020 | 19.05% |
| 2019 | 24.63% |
| 2018 | -5.96% |
| 2017 | 22.19% |
| 2016 | 7.99% |
| 2015 | 0.30% |
Risk against SP-DA
| Alpha | -4.43% |
|---|---|
| Beta | 0.88 |
| Correlation | 97.63% |
| Downside Deviation | 2.76% |
| Coefficient of determination | 95.32% |
| Standard Deviation | 3.06% |
| Sharpe Ratio | -0.64 |
| Sortino | -2.45 |
| Treynor | 13.94 |
| Ulcer Index | 3.06 |
| Ulcer Performance Index | -2.2 |