RDFTX
2035 American Funds Trgt Date Retire-R4
$17.80
-0.07 (-0.39%)
Currency in USD / Last Updated: 4/19/2024
Category | Target Date-2030s |
---|---|
Market Cap | 43119.608M |
52 Week High | 18.55 |
52 Week Low | 15.386 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | RDFTX |
---|---|
Type | Mutual Fund |
Category | Target Date-2030s |
Price | 17.8 |
Price Yesterday | 17.87 |
Market Cap | 43,119.61 |
YTD Return | 1.66% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.007 |
Overview
52 Week High | 18.55 |
---|---|
52 Week Low | 15.39 |
Market Cap | 43,119.61M |
Shares Outstanding | 2,422.45M |
Income Dividend Yield | 1.69% |
Long Term Dividend Yield | 0.88% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.57% |
Returns Annualized
One Day | -62.85% |
---|---|
Five Days | -61.50% |
One Months | -27.21% |
Three Months | 7.53% |
Six Months | 28.86% |
Nine Months | 8.15% |
One Year | 11.74% |
Three Years | 2.10% |
Five Years | 7.83% |
Ten Years | 7.87% |
YTD | 5.60% |
Since Inception | 6.92% |
Returns Total
One Day | -0.39% |
---|---|
Five Days | -1.87% |
One Month | -2.73% |
Three Months | 1.83% |
Six Months | 13.39% |
Nine Months | 6.08% |
One Year | 11.72% |
Three Years | 6.43% |
Five Years | 45.65% |
Ten Years | 113.07% |
YTD | 1.66% |
Since Inception | 214.21% |
Yearly Returns
2024 | 1.66% |
---|---|
2023 | 16.45% |
2022 | -16.52% |
2021 | 15.14% |
2020 | 17.11% |
2019 | 22.89% |
2018 | -5.52% |
2017 | 20.64% |
2016 | 7.64% |
2015 | 0.23% |
Risk against SP-DA
Alpha | -5.11% |
---|---|
Beta | 0.71 |
Correlation | 96.76% |
Downside Deviation | 2.33% |
Coefficient of determination | 93.62% |
Standard Deviation | 2.51% |
Sharpe Ratio | -1.12 |
Sortino | -4.18 |
Treynor | 8.92 |
Ulcer Index | 2.66 |
Ulcer Performance Index | -3.66 |