RDDTX
2025 American Funds Trgt Date Retire-R4
$14.71
-0.04 (-0.27%)
Currency in USD / Last Updated: 4/25/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 32551.465M |
| 52 Week High | 15.09 |
| 52 Week Low | 13.061 |
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Key Data
| Symbol | RDDTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 14.71 |
| Price Yesterday | 14.75 |
| Market Cap | 32,551.47 |
| YTD Return | 1.10% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0067 |
Overview
| 52 Week High | 15.09 |
|---|---|
| 52 Week Low | 13.06 |
| Market Cap | 32,551.47M |
| Shares Outstanding | 2,212.88M |
| Income Dividend Yield | 2.32% |
| Long Term Dividend Yield | 0.68% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.01% |
Returns Annualized
| One Day | -49.59% |
|---|---|
| Five Days | 41.08% |
| One Months | -21.27% |
| Three Months | 3.90% |
| Six Months | 25.79% |
| Nine Months | 6.87% |
| One Year | 8.37% |
| Three Years | 1.21% |
| Five Years | 5.80% |
| Ten Years | 6.06% |
| YTD | 3.51% |
| Since Inception | 5.72% |
Returns Total
| One Day | -0.27% |
|---|---|
| Five Days | 0.68% |
| One Month | -2.06% |
| Three Months | 0.96% |
| Six Months | 12.04% |
| Nine Months | 5.13% |
| One Year | 8.36% |
| Three Years | 3.66% |
| Five Years | 32.49% |
| Ten Years | 79.92% |
| YTD | 1.10% |
| Since Inception | 159.39% |
Yearly Returns
| 2024 | 1.10% |
|---|---|
| 2023 | 11.56% |
| 2022 | -13.04% |
| 2021 | 10.98% |
| 2020 | 13.35% |
| 2019 | 17.41% |
| 2018 | -3.77% |
| 2017 | 14.91% |
| 2016 | 6.90% |
| 2015 | -0.15% |
Risk against SP-DA
| Alpha | -7.85% |
|---|---|
| Beta | 0.53 |
| Correlation | 91.00% |
| Downside Deviation | 1.89% |
| Coefficient of determination | 82.81% |
| Standard Deviation | 1.97% |
| Sharpe Ratio | -2.58 |
| Sortino | -9.29 |
| Treynor | 5.68 |
| Ulcer Index | 2.23 |
| Ulcer Performance Index | -7.89 |