CAFAX
American Funds AMCAP-529A
$41.51
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap Growth |
---|---|
Market Cap | 87343.678M |
52 Week High | 41.62 |
52 Week Low | 30.419 |
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Key Data
Symbol | CAFAX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 41.51 |
Price Yesterday | 41.51 |
Market Cap | 87,343.68 |
YTD Return | 10.72% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0023 |
Front Load | 0.035 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0072 |
Overview
52 Week High | 41.62 |
---|---|
52 Week Low | 30.42 |
Market Cap | 87,343.68M |
Shares Outstanding | 2,104.16M |
Income Dividend Yield | 0.48% |
Long Term Dividend Yield | 2.47% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.95% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -12.50% |
One Months | 37.29% |
Three Months | 52.38% |
Six Months | 61.26% |
Nine Months | 29.68% |
One Year | 32.20% |
Three Years | 6.84% |
Five Years | 11.67% |
Ten Years | 10.83% |
YTD | 52.38% |
Since Inception | 8.85% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -0.26% |
One Month | 2.54% |
Three Months | 10.72% |
Six Months | 26.48% |
Nine Months | 21.25% |
One Year | 31.73% |
Three Years | 21.82% |
Five Years | 73.44% |
Ten Years | 178.83% |
YTD | 10.72% |
Since Inception | 546.67% |
Yearly Returns
2024 | 10.72% |
---|---|
2023 | 30.91% |
2022 | -28.80% |
2021 | 23.61% |
2020 | 21.36% |
2019 | 26.25% |
2018 | -1.97% |
2017 | 21.93% |
2016 | 8.93% |
2015 | 0.72% |
Risk against SP-DA
Alpha | -1.70% |
---|---|
Beta | 1.13 |
Correlation | 98.87% |
Downside Deviation | 3.36% |
Coefficient of determination | 97.76% |
Standard Deviation | 3.83% |
Sharpe Ratio | 0.15 |
Sortino | 0.61 |
Treynor | 27.68 |
Ulcer Index | 3.33 |
Ulcer Performance Index | 0.61 |