REMTX
2060 American Funds Trgt Date Retire-R5
$16.53
-0.05 (-0.30%)
Currency in USD / Last Updated: 4/18/2024
| Category | Target Date-2060+ |
|---|---|
| Market Cap | 11803.478M |
| 52 Week High | 17.26 |
| 52 Week Low | 13.765 |
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Key Data
| Symbol | REMTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2060+ |
| Price | 16.53 |
| Price Yesterday | 16.58 |
| Market Cap | 11,803.48 |
| YTD Return | 3.31% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0044 |
Overview
| 52 Week High | 17.26 |
|---|---|
| 52 Week Low | 13.77 |
| Market Cap | 11,803.48M |
| Shares Outstanding | 714.06M |
| Income Dividend Yield | 1.34% |
| Long Term Dividend Yield | 0.93% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.27% |
Returns Annualized
| One Day | -53.32% |
|---|---|
| Five Days | -83.45% |
| One Months | -24.49% |
| Three Months | 18.32% |
| Six Months | 34.48% |
| Nine Months | 11.39% |
| One Year | 16.55% |
| Three Years | 2.83% |
| Five Years | 9.19% |
| Ten Years | -999 |
| YTD | 11.58% |
| Since Inception | 8.93% |
Returns Total
| One Day | -0.30% |
|---|---|
| Five Days | -3.50% |
| One Month | -2.42% |
| Three Months | 4.29% |
| Six Months | 15.81% |
| Nine Months | 8.46% |
| One Year | 16.53% |
| Three Years | 8.72% |
| Five Years | 55.04% |
| Ten Years | -999 |
| YTD | 3.31% |
| Since Inception | 116.73% |
Yearly Returns
| 2024 | 3.31% |
|---|---|
| 2023 | 21.50% |
| 2022 | -19.71% |
| 2021 | 17.15% |
| 2020 | 19.33% |
| 2019 | 24.95% |
| 2018 | -5.68% |
| 2017 | 22.54% |
| 2016 | 8.29% |
| 2015 | -1.64% |
Risk against SP-DA
| Alpha | -4.13% |
|---|---|
| Beta | 0.89 |
| Correlation | 98.10% |
| Downside Deviation | 2.72% |
| Coefficient of determination | 96.23% |
| Standard Deviation | 3.09% |
| Sharpe Ratio | -0.56 |
| Sortino | -2.2 |
| Treynor | 12.52 |
| Ulcer Index | 3.08 |
| Ulcer Performance Index | -1.94 |