FBITX
2050 American Funds Trgt Date Retire-F2
$19.47
0.27 (1.41%)
Currency in USD / Last Updated: 4/23/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 29694.28M |
| 52 Week High | 20.04 |
| 52 Week Low | 16.053 |
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Key Data
| Symbol | FBITX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 19.47 |
| Price Yesterday | 19.2 |
| Market Cap | 29,694.28 |
| YTD Return | 4.62% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0047 |
Overview
| 52 Week High | 20.04 |
|---|---|
| 52 Week Low | 16.05 |
| Market Cap | 29,694.28M |
| Shares Outstanding | 1,525.13M |
| Income Dividend Yield | 1.44% |
| Long Term Dividend Yield | 1.03% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.47% |
Returns Annualized
| One Day | 3,287.01% |
|---|---|
| Five Days | 51.63% |
| One Months | -25.81% |
| Three Months | 19.06% |
| Six Months | 42.34% |
| Nine Months | 13.98% |
| One Year | 17.94% |
| Three Years | 3.37% |
| Five Years | 9.33% |
| Ten Years | 9.00% |
| YTD | 15.73% |
| Since Inception | 8.95% |
Returns Total
| One Day | 1.41% |
|---|---|
| Five Days | 0.83% |
| One Month | -2.45% |
| Three Months | 4.45% |
| Six Months | 19.12% |
| Nine Months | 10.36% |
| One Year | 17.92% |
| Three Years | 10.42% |
| Five Years | 56.10% |
| Ten Years | 136.34% |
| YTD | 4.62% |
| Since Inception | 138.63% |
Yearly Returns
| 2024 | 4.62% |
|---|---|
| 2023 | 20.70% |
| 2022 | -18.99% |
| 2021 | 17.18% |
| 2020 | 19.41% |
| 2019 | 24.95% |
| 2018 | -5.72% |
| 2017 | 22.49% |
| 2016 | 8.22% |
| 2015 | 0.52% |
Risk against SP-DA
| Alpha | -4.11% |
|---|---|
| Beta | 0.87 |
| Correlation | 97.99% |
| Downside Deviation | 2.70% |
| Coefficient of determination | 96.02% |
| Standard Deviation | 3.03% |
| Sharpe Ratio | -0.64 |
| Sortino | -2.47 |
| Treynor | 14.49 |
| Ulcer Index | 3.04 |
| Ulcer Performance Index | -2.2 |