BLPAX
American Funds Moderate Grwth & Inc-A
$16.94
-0.05 (-0.29%)
Currency in USD / Last Updated: 4/19/2024
Category | Balanced |
---|---|
Market Cap | 13231.038M |
52 Week High | 17.63 |
52 Week Low | 14.809 |
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Key Data
Symbol | BLPAX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 16.94 |
Price Yesterday | 16.99 |
Market Cap | 13,231.04 |
YTD Return | 1.12% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0065 |
Overview
52 Week High | 17.63 |
---|---|
52 Week Low | 14.81 |
Market Cap | 13,231.04M |
Shares Outstanding | 781.05M |
Income Dividend Yield | 2.20% |
Long Term Dividend Yield | 0.05% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.24% |
Returns Annualized
One Day | -52.45% |
---|---|
Five Days | -56.27% |
One Months | -25.96% |
Three Months | 6.34% |
Six Months | 26.37% |
Nine Months | 7.33% |
One Year | 10.21% |
Three Years | 0.92% |
Five Years | 6.04% |
Ten Years | 6.32% |
YTD | 3.77% |
Since Inception | 7.82% |
Returns Total
One Day | -0.29% |
---|---|
Five Days | -1.63% |
One Month | -2.59% |
Three Months | 1.55% |
Six Months | 12.30% |
Nine Months | 5.47% |
One Year | 10.20% |
Three Years | 2.78% |
Five Years | 34.03% |
Ten Years | 84.37% |
YTD | 1.12% |
Since Inception | 144.62% |
Yearly Returns
2024 | 1.12% |
---|---|
2023 | 13.86% |
2022 | -16.79% |
2021 | 13.87% |
2020 | 13.14% |
2019 | 19.52% |
2018 | -4.61% |
2017 | 16.70% |
2016 | 5.93% |
2015 | 0.61% |
Risk against SP-DA
Alpha | -5.67% |
---|---|
Beta | 0.65 |
Correlation | 95.93% |
Downside Deviation | 2.14% |
Coefficient of determination | 92.02% |
Standard Deviation | 2.32% |
Sharpe Ratio | -1.4 |
Sortino | -5.25 |
Treynor | 7.4 |
Ulcer Index | 2.55 |
Ulcer Performance Index | -4.41 |