RECTX
2020 American Funds Trgt Date Retire-R5
$13.20
-0.04 (-0.30%)
Currency in USD / Last Updated: 4/25/2024
Category | Target Date-2020s |
---|---|
Market Cap | 15700.476M |
52 Week High | 13.53 |
52 Week Low | 11.804 |
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Key Data
Symbol | RECTX |
---|---|
Type | Mutual Fund |
Category | Target Date-2020s |
Price | 13.2 |
Price Yesterday | 13.24 |
Market Cap | 15,700.48 |
YTD Return | 0.92% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0036 |
Overview
52 Week High | 13.53 |
---|---|
52 Week Low | 11.80 |
Market Cap | 15,700.48M |
Shares Outstanding | 1,189.43M |
Income Dividend Yield | 2.90% |
Long Term Dividend Yield | 0.58% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.48% |
Returns Annualized
One Day | -53.38% |
---|---|
Five Days | 41.22% |
One Months | -20.04% |
Three Months | 3.41% |
Six Months | 24.07% |
Nine Months | 6.63% |
One Year | 7.35% |
Three Years | 1.52% |
Five Years | 5.38% |
Ten Years | 5.66% |
YTD | 2.92% |
Since Inception | 5.38% |
Returns Total
One Day | -0.30% |
---|---|
Five Days | 0.69% |
One Month | -1.93% |
Three Months | 0.84% |
Six Months | 11.28% |
Nine Months | 4.95% |
One Year | 7.34% |
Three Years | 4.63% |
Five Years | 29.87% |
Ten Years | 73.18% |
YTD | 0.92% |
Since Inception | 145.63% |
Yearly Returns
2024 | 0.92% |
---|---|
2023 | 10.36% |
2022 | -11.09% |
2021 | 10.62% |
2020 | 10.90% |
2019 | 15.56% |
2018 | -2.74% |
2017 | 12.86% |
2016 | 6.99% |
2015 | 0.14% |
Risk against SP-DA
Alpha | -8.16% |
---|---|
Beta | 0.49 |
Correlation | 88.76% |
Downside Deviation | 1.79% |
Coefficient of determination | 78.78% |
Standard Deviation | 1.88% |
Sharpe Ratio | -2.85 |
Sortino | -10.4 |
Treynor | 4.01 |
Ulcer Index | 2.11 |
Ulcer Performance Index | -8.84 |