REATX
2010 American Funds Trgt Date Retire-R5
$11.44
-0.03 (-0.26%)
Currency in USD / Last Updated: 4/25/2024
Category | Target Date-Before 2020 |
---|---|
Market Cap | 3839.264M |
52 Week High | 11.69 |
52 Week Low | 10.385 |
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Key Data
Symbol | REATX |
---|---|
Type | Mutual Fund |
Category | Target Date-Before 2020 |
Price | 11.44 |
Price Yesterday | 11.47 |
Market Cap | 3,839.26 |
YTD Return | 0.53% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0034 |
Overview
52 Week High | 11.69 |
---|---|
52 Week Low | 10.39 |
Market Cap | 3,839.26M |
Shares Outstanding | 335.60M |
Income Dividend Yield | 3.06% |
Long Term Dividend Yield | 0.71% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.77% |
Returns Annualized
One Day | -48.35% |
---|---|
Five Days | 36.29% |
One Months | -18.02% |
Three Months | 2.13% |
Six Months | 20.90% |
Nine Months | 5.70% |
One Year | 5.76% |
Three Years | 1.34% |
Five Years | 4.72% |
Ten Years | 4.88% |
YTD | 1.67% |
Since Inception | 4.79% |
Returns Total
One Day | -0.26% |
---|---|
Five Days | 0.62% |
One Month | -1.72% |
Three Months | 0.53% |
Six Months | 9.86% |
Nine Months | 4.27% |
One Year | 5.75% |
Three Years | 4.09% |
Five Years | 25.91% |
Ten Years | 60.90% |
YTD | 0.53% |
Since Inception | 122.92% |
Yearly Returns
2024 | 0.53% |
---|---|
2023 | 8.68% |
2022 | -9.24% |
2021 | 9.32% |
2020 | 9.15% |
2019 | 13.88% |
2018 | -2.55% |
2017 | 10.31% |
2016 | 7.40% |
2015 | -0.90% |
Risk against SP-DA
Alpha | -8.48% |
---|---|
Beta | 0.43 |
Correlation | 85.68% |
Downside Deviation | 1.60% |
Coefficient of determination | 73.41% |
Standard Deviation | 1.71% |
Sharpe Ratio | -3.42 |
Sortino | -12.63 |
Treynor | 0.87 |
Ulcer Index | 1.87 |
Ulcer Performance Index | -10.78 |