RDITX
2050 American Funds Trgt Date Retire-R4
$19.33
-0.08 (-0.41%)
Currency in USD / Last Updated: 4/25/2024
Category | Target Date-2050s |
---|---|
Market Cap | 29557.116M |
52 Week High | 19.99 |
52 Week Low | 16.031 |
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Key Data
Symbol | RDITX |
---|---|
Type | Mutual Fund |
Category | Target Date-2050s |
Price | 19.33 |
Price Yesterday | 19.41 |
Market Cap | 29,557.12 |
YTD Return | 4.04% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0073 |
Overview
52 Week High | 19.99 |
---|---|
52 Week Low | 16.03 |
Market Cap | 29,557.12M |
Shares Outstanding | 1,529.08M |
Income Dividend Yield | 1.22% |
Long Term Dividend Yield | 1.04% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.26% |
Returns Annualized
One Day | -64.72% |
---|---|
Five Days | 60.32% |
One Months | -27.92% |
Three Months | 13.94% |
Six Months | 42.19% |
Nine Months | 12.40% |
One Year | 18.51% |
Three Years | 2.94% |
Five Years | 9.01% |
Ten Years | 8.76% |
YTD | 13.29% |
Since Inception | 7.45% |
Returns Total
One Day | -0.41% |
---|---|
Five Days | 0.94% |
One Month | -2.82% |
Three Months | 3.31% |
Six Months | 19.06% |
Nine Months | 9.20% |
One Year | 18.49% |
Three Years | 9.06% |
Five Years | 53.83% |
Ten Years | 131.14% |
YTD | 4.04% |
Since Inception | 242.18% |
Yearly Returns
2024 | 4.04% |
---|---|
2023 | 20.38% |
2022 | -19.20% |
2021 | 16.90% |
2020 | 19.03% |
2019 | 24.62% |
2018 | -5.93% |
2017 | 22.16% |
2016 | 7.97% |
2015 | 0.28% |
Risk against SP-DA
Alpha | -4.67% |
---|---|
Beta | 0.86 |
Correlation | 97.72% |
Downside Deviation | 2.71% |
Coefficient of determination | 95.49% |
Standard Deviation | 3.01% |
Sharpe Ratio | -0.72 |
Sortino | -2.75 |
Treynor | 15.18 |
Ulcer Index | 3.07 |
Ulcer Performance Index | -2.43 |