CSTAX
2027 American Funds College-529F1
$11.54
-0.03 (-0.26%)
Currency in USD / Last Updated: 4/18/2024
Category | Conservative |
---|---|
Market Cap | 3178.993M |
52 Week High | 11.83 |
52 Week Low | 10.748 |
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Key Data
Symbol | CSTAX |
---|---|
Type | Mutual Fund |
Category | Conservative |
Price | 11.54 |
Price Yesterday | 11.57 |
Market Cap | 3,178.99 |
YTD Return | -1.03% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0024 |
Front Load | 0.035 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.007 |
Overview
52 Week High | 11.83 |
---|---|
52 Week Low | 10.75 |
Market Cap | 3,178.99M |
Shares Outstanding | 275.48M |
Income Dividend Yield | 3.20% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.20% |
Returns Annualized
One Day | -48.05% |
---|---|
Five Days | -38.04% |
One Months | -14.60% |
Three Months | -1.38% |
Six Months | 14.39% |
Nine Months | 3.06% |
One Year | 2.74% |
Three Years | -0.52% |
Five Years | 3.05% |
Ten Years | 4.02% |
YTD | -3.42% |
Since Inception | 5.29% |
Returns Total
One Day | -0.26% |
---|---|
Five Days | -0.94% |
One Month | -1.37% |
Three Months | -0.35% |
Six Months | 6.89% |
Nine Months | 2.30% |
One Year | 2.74% |
Three Years | -1.54% |
Five Years | 16.16% |
Ten Years | 48.20% |
YTD | -1.03% |
Since Inception | 81.50% |
Yearly Returns
2024 | -1.03% |
---|---|
2023 | 6.56% |
2022 | -9.86% |
2021 | 6.49% |
2020 | 7.67% |
2019 | 13.34% |
2018 | -2.29% |
2017 | 11.77% |
2016 | 6.33% |
2015 | -0.86% |
Risk against SP-DA
Alpha | -8.30% |
---|---|
Beta | 0.33 |
Correlation | 70.68% |
Downside Deviation | 1.39% |
Coefficient of determination | 49.95% |
Standard Deviation | 1.59% |
Sharpe Ratio | -3.59 |
Sortino | -14.25 |
Treynor | -7.98 |
Ulcer Index | 1.78 |
Ulcer Performance Index | -11.14 |