REHTX
2045 American Funds Trgt Date Retire-R5
$20.60
0.13 (0.64%)
Currency in USD / Last Updated: 3/27/2024
Category | Target Date-2040s |
---|---|
Market Cap | 33946.741M |
52 Week High | 20.6 |
52 Week Low | 16.446 |
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Key Data
Symbol | REHTX |
---|---|
Type | Mutual Fund |
Category | Target Date-2040s |
Price | 20.6 |
Price Yesterday | 20.47 |
Market Cap | 33,946.74 |
YTD Return | 7.52% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0042 |
Overview
52 Week High | 20.60 |
---|---|
52 Week Low | 16.45 |
Market Cap | 33,946.74M |
Shares Outstanding | 1,647.90M |
Income Dividend Yield | 1.51% |
Long Term Dividend Yield | 0.99% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.50% |
Returns Annualized
One Day | 393.78% |
---|---|
Five Days | 34.28% |
One Months | 43.49% |
Three Months | 32.87% |
Six Months | 45.47% |
Nine Months | 23.24% |
One Year | 25.22% |
Three Years | 5.84% |
Five Years | 10.77% |
Ten Years | 9.44% |
YTD | 35.62% |
Since Inception | 8.02% |
Returns Total
One Day | 0.64% |
---|---|
Five Days | 0.59% |
One Month | 3.05% |
Three Months | 7.24% |
Six Months | 20.41% |
Nine Months | 16.95% |
One Year | 25.19% |
Three Years | 18.52% |
Five Years | 66.59% |
Ten Years | 145.94% |
YTD | 7.52% |
Since Inception | 272.65% |
Yearly Returns
2024 | 7.52% |
---|---|
2023 | 20.06% |
2022 | -18.20% |
2021 | 17.10% |
2020 | 19.14% |
2019 | 24.68% |
2018 | -5.62% |
2017 | 22.29% |
2016 | 8.21% |
2015 | 0.58% |
Risk against SP-DA
Alpha | -4.43% |
---|---|
Beta | 0.85 |
Correlation | 97.91% |
Downside Deviation | 2.69% |
Coefficient of determination | 95.86% |
Standard Deviation | 2.90% |
Sharpe Ratio | -0.88 |
Sortino | -3.3 |
Treynor | 23.59 |
Ulcer Index | 2.93 |
Ulcer Performance Index | -3.03 |