RDKTX
2060 American Funds Trgt Date Retire-R4
$17.12
-0.01 (-0.06%)
Currency in USD / Last Updated: 3/28/2024
Category | Target Date-2060+ |
---|---|
Market Cap | 12020.019M |
52 Week High | 17.13 |
52 Week Low | 13.561 |
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Key Data
Symbol | RDKTX |
---|---|
Type | Mutual Fund |
Category | Target Date-2060+ |
Price | 17.12 |
Price Yesterday | 17.13 |
Market Cap | 12,020.02 |
YTD Return | 7.74% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0074 |
Overview
52 Week High | 17.13 |
---|---|
52 Week Low | 13.56 |
Market Cap | 12,020.02M |
Shares Outstanding | 702.10M |
Income Dividend Yield | 1.06% |
Long Term Dividend Yield | 0.90% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.96% |
Returns Annualized
One Day | -13.69% |
---|---|
Five Days | 0.00% |
One Months | 43.14% |
Three Months | 36.11% |
Six Months | 46.12% |
Nine Months | 22.19% |
One Year | 23.20% |
Three Years | 5.50% |
Five Years | 10.24% |
Ten Years | -999 |
YTD | 36.11% |
Since Inception | 9.19% |
Returns Total
One Day | -0.06% |
---|---|
Five Days | 0.00% |
One Month | 2.88% |
Three Months | 7.74% |
Six Months | 20.50% |
Nine Months | 16.02% |
One Year | 22.86% |
Three Years | 17.32% |
Five Years | 62.58% |
Ten Years | -999 |
YTD | 7.74% |
Since Inception | 120.33% |
Yearly Returns
2024 | 7.74% |
---|---|
2023 | 21.20% |
2022 | -19.96% |
2021 | 16.82% |
2020 | 19.02% |
2019 | 24.52% |
2018 | -5.94% |
2017 | 22.09% |
2016 | 8.00% |
2015 | -1.81% |
Risk against SP-DA
Alpha | -4.93% |
---|---|
Beta | 0.89 |
Correlation | 98.35% |
Downside Deviation | 2.82% |
Coefficient of determination | 96.73% |
Standard Deviation | 3.03% |
Sharpe Ratio | -0.78 |
Sortino | -2.91 |
Treynor | 23.64 |
Ulcer Index | 3.06 |
Ulcer Performance Index | -2.67 |