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 |