BLPCX
American Funds Moderate Grwth & Inc-C
$17.08
0.16 (0.95%)
Currency in USD / Last Updated: 4/23/2024
Category | Balanced |
---|---|
Market Cap | 13537.198M |
52 Week High | 17.52 |
52 Week Low | 14.753 |
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Key Data
Symbol | BLPCX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 17.08 |
Price Yesterday | 16.92 |
Market Cap | 13,537.20 |
YTD Return | 2.42% |
Expense Details
Deferred | 0.01 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.014 |
Overview
52 Week High | 17.52 |
---|---|
52 Week Low | 14.75 |
Market Cap | 13,537.20M |
Shares Outstanding | 792.58M |
Income Dividend Yield | 1.46% |
Long Term Dividend Yield | 0.05% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.51% |
Returns Annualized
One Day | 974.18% |
---|---|
Five Days | 56.05% |
One Months | -22.48% |
Three Months | 11.36% |
Six Months | 31.00% |
Nine Months | 9.14% |
One Year | 11.16% |
Three Years | 0.56% |
Five Years | 5.46% |
Ten Years | 5.62% |
YTD | 8.03% |
Since Inception | 7.14% |
Returns Total
One Day | 0.95% |
---|---|
Five Days | 0.89% |
One Month | -2.10% |
Three Months | 2.72% |
Six Months | 14.32% |
Nine Months | 6.81% |
One Year | 11.15% |
Three Years | 1.70% |
Five Years | 30.39% |
Ten Years | 72.58% |
YTD | 2.42% |
Since Inception | 127.04% |
Yearly Returns
2024 | 2.42% |
---|---|
2023 | 13.01% |
2022 | -17.39% |
2021 | 13.02% |
2020 | 12.31% |
2019 | 18.63% |
2018 | -5.26% |
2017 | 15.76% |
2016 | 5.19% |
2015 | -0.21% |
Risk against SP-DA
Alpha | -6.68% |
---|---|
Beta | 0.65 |
Correlation | 94.46% |
Downside Deviation | 2.18% |
Coefficient of determination | 89.23% |
Standard Deviation | 2.35% |
Sharpe Ratio | -1.65 |
Sortino | -6.18 |
Treynor | 8.93 |
Ulcer Index | 2.62 |
Ulcer Performance Index | -5.14 |