RBFTX
2035 American Funds Trgt Date Retire-R2
$17.35
-0.06 (-0.34%)
Currency in USD / Last Updated: 4/19/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 43132.448M |
| 52 Week High | 18.09 |
| 52 Week Low | 15.042 |
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Key Data
| Symbol | RBFTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 17.35 |
| Price Yesterday | 17.41 |
| Market Cap | 43,132.45 |
| YTD Return | 1.46% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0144 |
Overview
| 52 Week High | 18.09 |
|---|---|
| 52 Week Low | 15.04 |
| Market Cap | 43,132.45M |
| Shares Outstanding | 2,486.02M |
| Income Dividend Yield | 1.04% |
| Long Term Dividend Yield | 0.90% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.95% |
Returns Annualized
| One Day | -58.14% |
|---|---|
| Five Days | -61.35% |
| One Months | -27.34% |
| Three Months | 6.73% |
| Six Months | 27.94% |
| Nine Months | 7.38% |
| One Year | 10.94% |
| Three Years | 1.36% |
| Five Years | 7.02% |
| Ten Years | 7.07% |
| YTD | 4.94% |
| Since Inception | 6.34% |
Returns Total
| One Day | -0.34% |
|---|---|
| Five Days | -1.87% |
| One Month | -2.75% |
| Three Months | 1.64% |
| Six Months | 12.99% |
| Nine Months | 5.51% |
| One Year | 10.93% |
| Three Years | 4.12% |
| Five Years | 40.29% |
| Ten Years | 97.83% |
| YTD | 1.46% |
| Since Inception | 186.40% |
Yearly Returns
| 2024 | 1.46% |
|---|---|
| 2023 | 15.64% |
| 2022 | -17.21% |
| 2021 | 14.30% |
| 2020 | 16.29% |
| 2019 | 21.90% |
| 2018 | -6.20% |
| 2017 | 19.71% |
| 2016 | 6.93% |
| 2015 | -0.53% |
Risk against SP-DA
| Alpha | -5.80% |
|---|---|
| Beta | 0.71 |
| Correlation | 96.58% |
| Downside Deviation | 2.36% |
| Coefficient of determination | 93.27% |
| Standard Deviation | 2.50% |
| Sharpe Ratio | -1.22 |
| Sortino | -4.46 |
| Treynor | 7.88 |
| Ulcer Index | 2.74 |
| Ulcer Performance Index | -3.84 |