RHJTX
2055 American Funds Trgt Date Retire-R5E
$24.13
-0.09 (-0.37%)
Currency in USD / Last Updated: 4/17/2024
Category | Target Date-2050s |
---|---|
Market Cap | 20298.107M |
52 Week High | 25.12 |
52 Week Low | 20.064 |
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Key Data
Symbol | RHJTX |
---|---|
Type | Mutual Fund |
Category | Target Date-2050s |
Price | 24.13 |
Price Yesterday | 24.22 |
Market Cap | 20,298.11 |
YTD Return | 3.56% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0053 |
Overview
52 Week High | 25.12 |
---|---|
52 Week Low | 20.06 |
Market Cap | 20,298.11M |
Shares Outstanding | 841.20M |
Income Dividend Yield | 1.32% |
Long Term Dividend Yield | 1.01% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.32% |
Returns Annualized
One Day | -60.90% |
---|---|
Five Days | -74.89% |
One Months | -18.71% |
Three Months | 23.30% |
Six Months | 31.48% |
Nine Months | 12.60% |
One Year | 16.92% |
Three Years | 2.86% |
Five Years | 9.18% |
Ten Years | -999 |
YTD | 12.67% |
Since Inception | 9.58% |
Returns Total
One Day | -0.37% |
---|---|
Five Days | -2.70% |
One Month | -1.79% |
Three Months | 5.37% |
Six Months | 14.52% |
Nine Months | 9.35% |
One Year | 16.90% |
Three Years | 8.82% |
Five Years | 54.99% |
Ten Years | -999 |
YTD | 3.56% |
Since Inception | 115.16% |
Yearly Returns
2024 | 3.56% |
---|---|
2023 | 21.26% |
2022 | -19.62% |
2021 | 17.07% |
2020 | 19.26% |
2019 | 24.85% |
2018 | -5.77% |
2017 | 22.44% |
2016 | 8.17% |
2015 | -2.02% |
Risk against SP-DA
Alpha | -3.84% |
---|---|
Beta | 0.88 |
Correlation | 97.91% |
Downside Deviation | 2.72% |
Coefficient of determination | 95.86% |
Standard Deviation | 3.05% |
Sharpe Ratio | -0.57 |
Sortino | -2.2 |
Treynor | 13.15 |
Ulcer Index | 3.05 |
Ulcer Performance Index | -1.96 |