REKTX
2055 American Funds Trgt Date Retire-R5
$24.62
-0.10 (-0.40%)
Currency in USD / Last Updated: 4/25/2024
Category | Target Date-2050s |
---|---|
Market Cap | 20415.865M |
52 Week High | 25.47 |
52 Week Low | 20.337 |
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Key Data
Symbol | REKTX |
---|---|
Type | Mutual Fund |
Category | Target Date-2050s |
Price | 24.62 |
Price Yesterday | 24.72 |
Market Cap | 20,415.87 |
YTD Return | 4.23% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0043 |
Overview
52 Week High | 25.47 |
---|---|
52 Week Low | 20.34 |
Market Cap | 20,415.87M |
Shares Outstanding | 829.24M |
Income Dividend Yield | 1.37% |
Long Term Dividend Yield | 0.99% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.36% |
Returns Annualized
One Day | -64.03% |
---|---|
Five Days | 57.28% |
One Months | -28.14% |
Three Months | 14.53% |
Six Months | 43.42% |
Nine Months | 12.93% |
One Year | 19.42% |
Three Years | 3.18% |
Five Years | 9.31% |
Ten Years | 9.07% |
YTD | 13.97% |
Since Inception | 10.31% |
Returns Total
One Day | -0.40% |
---|---|
Five Days | 0.90% |
One Month | -2.84% |
Three Months | 3.45% |
Six Months | 19.57% |
Nine Months | 9.59% |
One Year | 19.40% |
Three Years | 9.84% |
Five Years | 55.95% |
Ten Years | 137.74% |
YTD | 4.23% |
Since Inception | 300.72% |
Yearly Returns
2024 | 4.23% |
---|---|
2023 | 21.32% |
2022 | -19.52% |
2021 | 17.19% |
2020 | 19.42% |
2019 | 24.92% |
2018 | -5.66% |
2017 | 22.53% |
2016 | 8.33% |
2015 | 0.53% |
Risk against SP-DA
Alpha | -4.16% |
---|---|
Beta | 0.88 |
Correlation | 97.93% |
Downside Deviation | 2.74% |
Coefficient of determination | 95.91% |
Standard Deviation | 3.07% |
Sharpe Ratio | -0.62 |
Sortino | -2.39 |
Treynor | 15.88 |
Ulcer Index | 3.1 |
Ulcer Performance Index | -2.11 |