RDJTX
2055 American Funds Trgt Date Retire-R4
$25.15
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Target Date-2050s |
---|---|
Market Cap | 20928.346M |
52 Week High | 25.15 |
52 Week Low | 19.943 |
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Key Data
Symbol | RDJTX |
---|---|
Type | Mutual Fund |
Category | Target Date-2050s |
Price | 25.15 |
Price Yesterday | 25.15 |
Market Cap | 20,928.35 |
YTD Return | 7.75% |
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 | 25.15 |
---|---|
52 Week Low | 19.94 |
Market Cap | 20,928.35M |
Shares Outstanding | 832.14M |
Income Dividend Yield | 1.10% |
Long Term Dividend Yield | 0.97% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.07% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 0.00% |
One Months | 43.50% |
Three Months | 36.19% |
Six Months | 45.98% |
Nine Months | 22.07% |
One Year | 23.00% |
Three Years | 5.54% |
Five Years | 10.26% |
Ten Years | 9.03% |
YTD | 36.19% |
Since Inception | 10.22% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.00% |
One Month | 2.91% |
Three Months | 7.75% |
Six Months | 20.44% |
Nine Months | 15.93% |
One Year | 22.68% |
Three Years | 17.45% |
Five Years | 62.73% |
Ten Years | 136.95% |
YTD | 7.75% |
Since Inception | 293.03% |
Yearly Returns
2024 | 7.75% |
---|---|
2023 | 21.01% |
2022 | -19.77% |
2021 | 16.82% |
2020 | 19.00% |
2019 | 24.60% |
2018 | -5.92% |
2017 | 22.15% |
2016 | 7.93% |
2015 | 0.25% |
Risk against SP-DA
Alpha | -4.78% |
---|---|
Beta | 0.88 |
Correlation | 98.31% |
Downside Deviation | 2.77% |
Coefficient of determination | 96.64% |
Standard Deviation | 3.00% |
Sharpe Ratio | -0.8 |
Sortino | -3.01 |
Treynor | 23.75 |
Ulcer Index | 3.04 |
Ulcer Performance Index | -2.74 |