RDATX
2010 American Funds Trgt Date Retire-R4
$11.27
-0.03 (-0.27%)
Currency in USD / Last Updated: 4/18/2024
| Category | Target Date-Before 2020 |
|---|---|
| Market Cap | 3812.303M |
| 52 Week High | 11.6 |
| 52 Week Low | 10.307 |
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Key Data
| Symbol | RDATX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-Before 2020 |
| Price | 11.27 |
| Price Yesterday | 11.3 |
| Market Cap | 3,812.30 |
| YTD Return | -0.18% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0064 |
Overview
| 52 Week High | 11.60 |
|---|---|
| 52 Week Low | 10.31 |
| Market Cap | 3,812.30M |
| Shares Outstanding | 338.27M |
| Income Dividend Yield | 2.80% |
| Long Term Dividend Yield | 0.72% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.52% |
Returns Annualized
| One Day | -48.86% |
|---|---|
| Five Days | -50.89% |
| One Months | -15.77% |
| Three Months | 2.53% |
| Six Months | 16.87% |
| Nine Months | 4.58% |
| One Year | 4.83% |
| Three Years | 0.82% |
| Five Years | 4.31% |
| Ten Years | 4.52% |
| YTD | -0.59% |
| Since Inception | 4.44% |
Returns Total
| One Day | -0.27% |
|---|---|
| Five Days | -1.40% |
| One Month | -1.49% |
| Three Months | 0.63% |
| Six Months | 8.03% |
| Nine Months | 3.43% |
| One Year | 4.83% |
| Three Years | 2.46% |
| Five Years | 23.43% |
| Ten Years | 55.47% |
| YTD | -0.18% |
| Since Inception | 110.30% |
Yearly Returns
| 2024 | -0.18% |
|---|---|
| 2023 | 8.32% |
| 2022 | -9.47% |
| 2021 | 8.95% |
| 2020 | 8.84% |
| 2019 | 13.42% |
| 2018 | -2.80% |
| 2017 | 9.99% |
| 2016 | 7.12% |
| 2015 | -1.14% |
Risk against SP-DA
| Alpha | -7.67% |
|---|---|
| Beta | 0.42 |
| Correlation | 82.85% |
| Downside Deviation | 1.59% |
| Coefficient of determination | 68.64% |
| Standard Deviation | 1.71% |
| Sharpe Ratio | -2.99 |
| Sortino | -11.14 |
| Treynor | -1.32 |
| Ulcer Index | 1.88 |
| Ulcer Performance Index | -9.43 |