RFUTX
2060 American Funds Trgt Date Retire-R6
$17.28
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Target Date-2060+ |
---|---|
Market Cap | 12147.547M |
52 Week High | 17.28 |
52 Week Low | 13.632 |
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Key Data
Symbol | RFUTX |
---|---|
Type | Mutual Fund |
Category | Target Date-2060+ |
Price | 17.28 |
Price Yesterday | 17.28 |
Market Cap | 12,147.55 |
YTD Return | 7.87% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0039 |
Overview
52 Week High | 17.28 |
---|---|
52 Week Low | 13.63 |
Market Cap | 12,147.55M |
Shares Outstanding | 702.98M |
Income Dividend Yield | 1.32% |
Long Term Dividend Yield | 0.89% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.22% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 0.00% |
One Months | 43.74% |
Three Months | 36.76% |
Six Months | 46.64% |
Nine Months | 22.65% |
One Year | 23.65% |
Three Years | 5.89% |
Five Years | 10.63% |
Ten Years | -999 |
YTD | 36.76% |
Since Inception | 9.57% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.00% |
One Month | 2.92% |
Three Months | 7.87% |
Six Months | 20.70% |
Nine Months | 16.34% |
One Year | 23.31% |
Three Years | 18.63% |
Five Years | 65.50% |
Ten Years | -999 |
YTD | 7.87% |
Since Inception | 127.34% |
Yearly Returns
2024 | 7.87% |
---|---|
2023 | 21.61% |
2022 | -19.66% |
2021 | 17.20% |
2020 | 19.44% |
2019 | 25.02% |
2018 | -5.64% |
2017 | 22.49% |
2016 | 8.41% |
2015 | -1.62% |
Risk against SP-DA
Alpha | -4.20% |
---|---|
Beta | 0.88 |
Correlation | 98.39% |
Downside Deviation | 2.79% |
Coefficient of determination | 96.80% |
Standard Deviation | 3.01% |
Sharpe Ratio | -0.74 |
Sortino | -2.75 |
Treynor | 24.42 |
Ulcer Index | 3.04 |
Ulcer Performance Index | -2.52 |