REITX
2050 American Funds Trgt Date Retire-R5
$19.68
-0.02 (-0.10%)
Currency in USD / Last Updated: 4/24/2024
Category | Target Date-2050s |
---|---|
Market Cap | 29677.44M |
52 Week High | 20.27 |
52 Week Low | 16.238 |
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Key Data
Symbol | REITX |
---|---|
Type | Mutual Fund |
Category | Target Date-2050s |
Price | 19.68 |
Price Yesterday | 19.7 |
Market Cap | 29,677.44 |
YTD Return | 4.57% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0043 |
Overview
52 Week High | 20.27 |
---|---|
52 Week Low | 16.24 |
Market Cap | 29,677.44M |
Shares Outstanding | 1,508.00M |
Income Dividend Yield | 1.45% |
Long Term Dividend Yield | 1.02% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.47% |
Returns Annualized
One Day | -22.60% |
---|---|
Five Days | 71.81% |
One Months | -25.85% |
Three Months | 17.58% |
Six Months | 40.50% |
Nine Months | 13.78% |
One Year | 17.75% |
Three Years | 3.38% |
Five Years | 9.44% |
Ten Years | 9.03% |
YTD | 15.34% |
Since Inception | 7.98% |
Returns Total
One Day | -0.10% |
---|---|
Five Days | 1.08% |
One Month | -2.57% |
Three Months | 4.13% |
Six Months | 18.35% |
Nine Months | 10.22% |
One Year | 17.73% |
Three Years | 10.45% |
Five Years | 56.84% |
Ten Years | 136.97% |
YTD | 4.57% |
Since Inception | 272.02% |
Yearly Returns
2024 | 4.57% |
---|---|
2023 | 20.68% |
2022 | -18.91% |
2021 | 17.20% |
2020 | 19.43% |
2019 | 24.98% |
2018 | -5.71% |
2017 | 22.56% |
2016 | 8.27% |
2015 | 0.60% |
Risk against SP-DA
Alpha | -4.28% |
---|---|
Beta | 0.87 |
Correlation | 97.97% |
Downside Deviation | 2.70% |
Coefficient of determination | 95.98% |
Standard Deviation | 3.04% |
Sharpe Ratio | -0.64 |
Sortino | -2.51 |
Treynor | 14.24 |
Ulcer Index | 3.04 |
Ulcer Performance Index | -2.23 |