FBJTX
2055 American Funds Trgt Date Retire-F2
$24.15
0.16 (0.67%)
Currency in USD / Last Updated: 4/22/2024
Category | Target Date-2050s |
---|---|
Market Cap | 20223.282M |
52 Week High | 25.22 |
52 Week Low | 20.144 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | FBJTX |
---|---|
Type | Mutual Fund |
Category | Target Date-2050s |
Price | 24.15 |
Price Yesterday | 23.99 |
Market Cap | 20,223.28 |
YTD Return | 3.25% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0047 |
Overview
52 Week High | 25.22 |
---|---|
52 Week Low | 20.14 |
Market Cap | 20,223.28M |
Shares Outstanding | 837.40M |
Income Dividend Yield | 1.37% |
Long Term Dividend Yield | 1.01% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.37% |
Returns Annualized
One Day | 434.83% |
---|---|
Five Days | -38.01% |
One Months | -39.75% |
Three Months | 12.88% |
Six Months | 38.73% |
Nine Months | 12.14% |
One Year | 16.81% |
Three Years | 3.19% |
Five Years | 9.13% |
Ten Years | 8.80% |
YTD | 11.04% |
Since Inception | 8.77% |
Returns Total
One Day | 0.67% |
---|---|
Five Days | -0.94% |
One Month | -3.94% |
Three Months | 3.07% |
Six Months | 17.61% |
Nine Months | 8.96% |
One Year | 16.72% |
Three Years | 9.83% |
Five Years | 54.66% |
Ten Years | 132.03% |
YTD | 3.25% |
Since Inception | 134.63% |
Yearly Returns
2024 | 3.25% |
---|---|
2023 | 21.29% |
2022 | -19.57% |
2021 | 17.18% |
2020 | 19.29% |
2019 | 24.98% |
2018 | -5.75% |
2017 | 22.53% |
2016 | 8.21% |
2015 | 0.48% |
Risk against SP-DA
Alpha | -4.32% |
---|---|
Beta | 0.88 |
Correlation | 98.09% |
Downside Deviation | 2.72% |
Coefficient of determination | 96.22% |
Standard Deviation | 3.07% |
Sharpe Ratio | -0.6 |
Sortino | -2.36 |
Treynor | 12.94 |
Ulcer Index | 3.09 |
Ulcer Performance Index | -2.08 |