RHCTX
2020 American Funds Trgt Date Retire-R5E
$12.96
-0.04 (-0.31%)
Currency in USD / Last Updated: 4/16/2024
Category | Target Date-2020s |
---|---|
Market Cap | 15604.618M |
52 Week High | 13.35 |
52 Week Low | 11.665 |
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Key Data
Symbol | RHCTX |
---|---|
Type | Mutual Fund |
Category | Target Date-2020s |
Price | 12.96 |
Price Yesterday | 13 |
Market Cap | 15,604.62 |
YTD Return | 0.31% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0046 |
Overview
52 Week High | 13.35 |
---|---|
52 Week Low | 11.67 |
Market Cap | 15,604.62M |
Shares Outstanding | 1,204.06M |
Income Dividend Yield | 2.85% |
Long Term Dividend Yield | 0.59% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.44% |
Returns Annualized
One Day | -54.04% |
---|---|
Five Days | -71.88% |
One Months | -16.04% |
Three Months | 3.79% |
Six Months | 17.87% |
Nine Months | 6.37% |
One Year | 6.60% |
Three Years | 1.23% |
Five Years | 5.22% |
Ten Years | -999 |
YTD | 1.07% |
Since Inception | 5.81% |
Returns Total
One Day | -0.31% |
---|---|
Five Days | -2.48% |
One Month | -1.44% |
Three Months | 0.93% |
Six Months | 8.49% |
Nine Months | 4.76% |
One Year | 6.60% |
Three Years | 3.71% |
Five Years | 28.89% |
Ten Years | -999 |
YTD | 0.31% |
Since Inception | 60.42% |
Yearly Returns
2024 | 0.31% |
---|---|
2023 | 10.30% |
2022 | -11.18% |
2021 | 10.46% |
2020 | 10.85% |
2019 | 15.48% |
2018 | -2.82% |
2017 | 12.65% |
2016 | 6.90% |
2015 | -1.36% |
Risk against SP-DA
Alpha | -7.19% |
---|---|
Beta | 0.45 |
Correlation | 82.68% |
Downside Deviation | 1.80% |
Coefficient of determination | 68.36% |
Standard Deviation | 1.85% |
Sharpe Ratio | -2.71 |
Sortino | -9.68 |
Treynor | 2.71 |
Ulcer Index | 2.09 |
Ulcer Performance Index | -8.35 |