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REFTX

2035 American Funds Trgt Date Retire-R5

$18.80 0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category Target Date-2030s
Market Cap 44669.738M
52 Week High 18.8
52 Week Low 15.574
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Key Data
Symbol REFTX
Type Mutual Fund
Category Target Date-2030s
Price 18.8
Price Yesterday 18.8
Market Cap 44,669.74
YTD Return 6.03%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 250
Redeption Fee 0
Prospectus 0.004
Overview
52 Week High 18.80
52 Week Low 15.57
Market Cap 44,669.74M
Shares Outstanding 2,376.05M
Income Dividend Yield 1.86%
Long Term Dividend Yield 0.83%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 2.69%
Returns Annualized
One Day 0.00%
Five Days 8.39%
One Months 38.57%
Three Months 27.42%
Six Months 37.77%
Nine Months 18.23%
One Year 18.10%
Three Years 4.97%
Five Years 9.43%
Ten Years 8.58%
YTD 27.42%
Since Inception 7.70%
Returns Total
One Day 0.00%
Five Days 0.16%
One Month 2.62%
Three Months 6.03%
Six Months 17.06%
Nine Months 13.22%
One Year 17.85%
Three Years 15.59%
Five Years 56.75%
Ten Years 127.22%
YTD 6.03%
Since Inception 254.52%
Yearly Returns
2024 6.03%
2023 16.84%
2022 -16.28%
2021 15.41%
2020 17.55%
2019 23.21%
2018 -5.24%
2017 21.06%
2016 7.94%
2015 0.47%
Risk against SP-DA
Alpha -5.52%
Beta 0.71
Correlation 97.12%
Downside Deviation 2.41%
Coefficient of determination 94.32%
Standard Deviation 2.47%
Sharpe Ratio -1.62
Sortino -5.75
Treynor 21.46
Ulcer Index 2.59
Ulcer Performance Index -5.36

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