RCMTX
2055 American Funds Trgt Date Retire-R3
$23.61
-0.18 (-0.76%)
Currency in USD / Last Updated: 4/19/2024
Category | Target Date-2050s |
---|---|
Market Cap | 20084.104M |
52 Week High | 24.84 |
52 Week Low | 19.883 |
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Key Data
Symbol | RCMTX |
---|---|
Type | Mutual Fund |
Category | Target Date-2050s |
Price | 23.61 |
Price Yesterday | 23.79 |
Market Cap | 20,084.10 |
YTD Return | 2.34% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0103 |
Overview
52 Week High | 24.84 |
---|---|
52 Week Low | 19.88 |
Market Cap | 20,084.10M |
Shares Outstanding | 850.66M |
Income Dividend Yield | 0.91% |
Long Term Dividend Yield | 1.03% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.94% |
Returns Annualized
One Day | -85.28% |
---|---|
Five Days | -74.59% |
One Months | -33.65% |
Three Months | 10.09% |
Six Months | 33.61% |
Nine Months | 9.57% |
One Year | 15.07% |
Three Years | 2.18% |
Five Years | 8.40% |
Ten Years | 8.22% |
YTD | 7.98% |
Since Inception | 9.44% |
Returns Total
One Day | -0.76% |
---|---|
Five Days | -2.68% |
One Month | -3.51% |
Three Months | 2.43% |
Six Months | 15.44% |
Nine Months | 7.12% |
One Year | 15.06% |
Three Years | 6.68% |
Five Years | 49.55% |
Ten Years | 120.04% |
YTD | 2.34% |
Since Inception | 257.51% |
Yearly Returns
2024 | 2.34% |
---|---|
2023 | 20.61% |
2022 | -19.99% |
2021 | 16.51% |
2020 | 18.63% |
2019 | 24.21% |
2018 | -6.20% |
2017 | 21.80% |
2016 | 7.64% |
2015 | -0.12% |
Risk against SP-DA
Alpha | -4.52% |
---|---|
Beta | 0.88 |
Correlation | 98.25% |
Downside Deviation | 2.74% |
Coefficient of determination | 96.54% |
Standard Deviation | 3.07% |
Sharpe Ratio | -0.6 |
Sortino | -2.34 |
Treynor | 10.98 |
Ulcer Index | 3.12 |
Ulcer Performance Index | -2.05 |