Skip to main content
RCKTX

2040 American Funds Trgt Date Retire-R3

$19.52 0.12 (0.62%)
Currency in USD / Last Updated: 3/27/2024
Category Target Date-2040s
Market Cap 40764.007M
52 Week High 19.52
52 Week Low 15.821
Customize MutualFund.com

Log in or sign up to get started.

Key Data
Symbol RCKTX
Type Mutual Fund
Category Target Date-2040s
Price 19.52
Price Yesterday 19.4
Market Cap 40,764.01
YTD Return 7.02%
Expense Details
Deferred 0
12b-1 0.005
Front Load 0
Initial Purchase Amount 250
Redeption Fee 0
Prospectus 0.0102
Overview
52 Week High 19.52
52 Week Low 15.82
Market Cap 40,764.01M
Shares Outstanding 2,088.32M
Income Dividend Yield 1.12%
Long Term Dividend Yield 0.99%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 2.11%
Returns Annualized
One Day 373.76%
Five Days 32.99%
One Months 40.96%
Three Months 30.32%
Six Months 42.85%
Nine Months 21.62%
One Year 23.41%
Three Years 5.07%
Five Years 9.87%
Ten Years 8.59%
YTD 32.99%
Since Inception 7.40%
Returns Total
One Day 0.62%
Five Days 0.57%
One Month 2.90%
Three Months 6.72%
Six Months 19.33%
Nine Months 15.80%
One Year 23.38%
Three Years 15.95%
Five Years 59.95%
Ten Years 127.67%
YTD 7.02%
Since Inception 237.77%
Yearly Returns
2024 7.02%
2023 18.59%
2022 -18.10%
2021 16.05%
2020 18.06%
2019 23.53%
2018 -6.11%
2017 21.24%
2016 7.39%
2015 -0.09%
Risk against SP-DA
Alpha -5.10%
Beta 0.81
Correlation 97.56%
Downside Deviation 2.60%
Coefficient of determination 95.18%
Standard Deviation 2.78%
Sharpe Ratio -1.11
Sortino -4.11
Treynor 22.5
Ulcer Index 2.87
Ulcer Performance Index -3.72

Other "Target-Date 2040" Mutual Funds

FFFFX STLEX SWERX LEKKX MLFGX JRTTX JLIOX SMTSX RFGTX DRIHX FIFFX FAUTX RBKTX AAGTX LEKIX FHJFX VFORX VTRJX TRRDX RRTDX NWMAX URFRX PTDPX LPREX PCCLX FHHDX TCZPX RCKTX PAHHX PVPNX FBIFX WFOSX GTZMX MMFOX LPRKX WFLWX TCLOX FKGLX WTDAX REGTX SMTQX PTDAX FBGTX PTDIX RDGTX PTDSX FTFFX TCOIX PVPAX FFIZX ARDVX VSZEX SMTIX SSCQX JOBBX LEKAX SMTAX LIKPX MLFAX FCFFX FLSHX TRPDX FAFFX PVPRX JLIAX FSNVX SWYGX TLZIX FLADX TRHRX RHGTX MMFPX BRIEX ARDMX NSFHX RAKTX MRFAX PRRZX TLZRX ARDSX WTFRX MLFJX FHTKX JOBYX STFRX JHRDX LIKIX AACSX LIKAX JRRSX ARDUX FPIPX NWMHX SMTYX FHDEX PARDX LIKKX JLIIX IDXKX TCZHX TLZHX