REJTX
2015 American Funds Trgt Date Retire-R5
$12.34
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Target Date-Before 2020 |
---|---|
Market Cap | 5057.833M |
52 Week High | 12.34 |
52 Week Low | 10.887 |
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Key Data
Symbol | REJTX |
---|---|
Type | Mutual Fund |
Category | Target Date-Before 2020 |
Price | 12.34 |
Price Yesterday | 12.34 |
Market Cap | 5,057.83 |
YTD Return | 3.01% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0035 |
Overview
52 Week High | 12.34 |
---|---|
52 Week Low | 10.89 |
Market Cap | 5,057.83M |
Shares Outstanding | 409.87M |
Income Dividend Yield | 2.92% |
Long Term Dividend Yield | 0.75% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.67% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 13.07% |
One Months | 28.11% |
Three Months | 13.02% |
Six Months | 24.29% |
Nine Months | 11.44% |
One Year | 9.79% |
Three Years | 2.92% |
Five Years | 5.77% |
Ten Years | 5.48% |
YTD | 13.02% |
Since Inception | 5.25% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.24% |
One Month | 1.98% |
Three Months | 3.01% |
Six Months | 11.28% |
Nine Months | 8.36% |
One Year | 9.66% |
Three Years | 8.97% |
Five Years | 32.29% |
Ten Years | 70.23% |
YTD | 3.01% |
Since Inception | 139.47% |
Yearly Returns
2024 | 3.01% |
---|---|
2023 | 9.47% |
2022 | -10.25% |
2021 | 10.25% |
2020 | 9.85% |
2019 | 14.91% |
2018 | -2.85% |
2017 | 11.17% |
2016 | 7.59% |
2015 | -0.76% |
Risk against SP-DA
Alpha | -7.45% |
---|---|
Beta | 0.46 |
Correlation | 90.00% |
Downside Deviation | 1.70% |
Coefficient of determination | 81.00% |
Standard Deviation | 1.72% |
Sharpe Ratio | -3.88 |
Sortino | -13.66 |
Treynor | 13.05 |
Ulcer Index | 1.9 |
Ulcer Performance Index | -12.19 |