RHFTX
2035 American Funds Trgt Date Retire-R5E
$17.87
-0.04 (-0.22%)
Currency in USD / Last Updated: 4/18/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 43313.308M |
| 52 Week High | 18.55 |
| 52 Week Low | 15.368 |
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Key Data
| Symbol | RHFTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 17.87 |
| Price Yesterday | 17.91 |
| Market Cap | 43,313.31 |
| YTD Return | 2.11% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.005 |
Overview
| 52 Week High | 18.55 |
|---|---|
| 52 Week Low | 15.37 |
| Market Cap | 43,313.31M |
| Shares Outstanding | 2,423.80M |
| Income Dividend Yield | 1.86% |
| Long Term Dividend Yield | 0.88% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.74% |
Returns Annualized
| One Day | -43.11% |
|---|---|
| Five Days | -73.01% |
| One Months | -20.44% |
| Three Months | 12.55% |
| Six Months | 28.43% |
| Nine Months | 9.06% |
| One Year | 12.31% |
| Three Years | 2.30% |
| Five Years | 8.13% |
| Ten Years | -999 |
| YTD | 7.29% |
| Since Inception | 8.70% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | -2.56% |
| One Month | -1.97% |
| Three Months | 3.00% |
| Six Months | 13.20% |
| Nine Months | 6.75% |
| One Year | 12.30% |
| Three Years | 7.05% |
| Five Years | 47.69% |
| Ten Years | -999 |
| YTD | 2.11% |
| Since Inception | 101.24% |
Yearly Returns
| 2024 | 2.11% |
|---|---|
| 2023 | 16.75% |
| 2022 | -16.39% |
| 2021 | 15.37% |
| 2020 | 17.41% |
| 2019 | 23.09% |
| 2018 | -5.28% |
| 2017 | 20.89% |
| 2016 | 7.86% |
| 2015 | -1.95% |
Risk against SP-DA
| Alpha | -5.18% |
|---|---|
| Beta | 0.71 |
| Correlation | 95.76% |
| Downside Deviation | 2.32% |
| Coefficient of determination | 91.69% |
| Standard Deviation | 2.51% |
| Sharpe Ratio | -1.18 |
| Sortino | -4.4 |
| Treynor | 9.82 |
| Ulcer Index | 2.62 |
| Ulcer Performance Index | -3.9 |