RFITX
2050 American Funds Trgt Date Retire-R6
$19.34
-0.06 (-0.31%)
Currency in USD / Last Updated: 4/18/2024
Category | Target Date-2050s |
---|---|
Market Cap | 29269.35M |
52 Week High | 20.19 |
52 Week Low | 16.17 |
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Key Data
Symbol | RFITX |
---|---|
Type | Mutual Fund |
Category | Target Date-2050s |
Price | 19.34 |
Price Yesterday | 19.4 |
Market Cap | 29,269.35 |
YTD Return | 3.15% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0038 |
Overview
52 Week High | 20.19 |
---|---|
52 Week Low | 16.17 |
Market Cap | 29,269.35M |
Shares Outstanding | 1,513.41M |
Income Dividend Yield | 1.53% |
Long Term Dividend Yield | 1.04% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.56% |
Returns Annualized
One Day | -54.22% |
---|---|
Five Days | -82.06% |
One Months | -24.07% |
Three Months | 17.67% |
Six Months | 33.58% |
Nine Months | 11.19% |
One Year | 15.92% |
Three Years | 2.96% |
Five Years | 9.30% |
Ten Years | 9.03% |
YTD | 10.98% |
Since Inception | 11.45% |
Returns Total
One Day | -0.31% |
---|---|
Five Days | -3.35% |
One Month | -2.37% |
Three Months | 4.15% |
Six Months | 15.43% |
Nine Months | 8.32% |
One Year | 15.91% |
Three Years | 9.14% |
Five Years | 55.83% |
Ten Years | 136.95% |
YTD | 3.15% |
Since Inception | 404.30% |
Yearly Returns
2024 | 3.15% |
---|---|
2023 | 20.84% |
2022 | -18.90% |
2021 | 17.27% |
2020 | 19.42% |
2019 | 25.04% |
2018 | -5.61% |
2017 | 22.62% |
2016 | 8.32% |
2015 | 0.66% |
Risk against SP-DA
Alpha | -4.28% |
---|---|
Beta | 0.86 |
Correlation | 97.98% |
Downside Deviation | 2.67% |
Coefficient of determination | 96.00% |
Standard Deviation | 3.00% |
Sharpe Ratio | -0.64 |
Sortino | -2.48 |
Treynor | 12.2 |
Ulcer Index | 3 |
Ulcer Performance Index | -2.2 |