CAFEX
American Funds AMCAP-529E
$37.28
-0.49 (-1.30%)
Currency in USD / Last Updated: 4/19/2024
Category | Large Cap Growth |
---|---|
Market Cap | 81371.426M |
52 Week High | 39.9 |
52 Week Low | 29.774 |
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Key Data
Symbol | CAFEX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 37.28 |
Price Yesterday | 37.77 |
Market Cap | 81,371.43 |
YTD Return | 3.67% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0095 |
Overview
52 Week High | 39.90 |
---|---|
52 Week Low | 29.77 |
Market Cap | 81,371.43M |
Shares Outstanding | 2,182.71M |
Income Dividend Yield | 0.18% |
Long Term Dividend Yield | 2.75% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.93% |
Returns Annualized
One Day | -96.29% |
---|---|
Five Days | -88.46% |
One Months | -42.27% |
Three Months | 9.67% |
Six Months | 43.55% |
Nine Months | 13.18% |
One Year | 22.29% |
Three Years | 2.78% |
Five Years | 9.58% |
Ten Years | 9.97% |
YTD | 12.71% |
Since Inception | 8.27% |
Returns Total
One Day | -1.30% |
---|---|
Five Days | -4.19% |
One Month | -4.68% |
Three Months | 2.33% |
Six Months | 19.62% |
Nine Months | 9.77% |
One Year | 22.26% |
Three Years | 8.56% |
Five Years | 57.89% |
Ten Years | 158.31% |
YTD | 3.67% |
Since Inception | 476.29% |
Yearly Returns
2024 | 3.67% |
---|---|
2023 | 30.60% |
2022 | -28.97% |
2021 | 23.33% |
2020 | 21.12% |
2019 | 25.94% |
2018 | -2.18% |
2017 | 21.65% |
2016 | 8.70% |
2015 | 0.50% |
Risk against SP-DA
Alpha | -1.29% |
---|---|
Beta | 1.13 |
Correlation | 98.23% |
Downside Deviation | 3.27% |
Coefficient of determination | 96.50% |
Standard Deviation | 3.93% |
Sharpe Ratio | 0.06 |
Sortino | 0.25 |
Treynor | 14.95 |
Ulcer Index | 3.44 |
Ulcer Performance Index | 0.24 |