FCFWX
American Funds Retirement Inc-Enhcd F1
$12.91
0.00 (0.00%)
Currency in USD / Last Updated: 4/24/2024
Category | Balanced |
---|---|
Market Cap | 1635.168M |
52 Week High | 13.19 |
52 Week Low | 11.213 |
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Key Data
Symbol | FCFWX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 12.91 |
Price Yesterday | 12.91 |
Market Cap | 1,635.17 |
YTD Return | 2.61% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0068 |
Overview
52 Week High | 13.19 |
---|---|
52 Week Low | 11.21 |
Market Cap | 1,635.17M |
Shares Outstanding | 126.66M |
Income Dividend Yield | 2.89% |
Long Term Dividend Yield | 0.33% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.22% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 80.33% |
One Months | -17.54% |
Three Months | 11.56% |
Six Months | 28.78% |
Nine Months | 9.21% |
One Year | 10.31% |
Three Years | 3.13% |
Five Years | 6.24% |
Ten Years | -999 |
YTD | 8.56% |
Since Inception | 6.73% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 1.18% |
One Month | -1.67% |
Three Months | 2.77% |
Six Months | 13.35% |
Nine Months | 6.86% |
One Year | 10.29% |
Three Years | 9.66% |
Five Years | 35.28% |
Ten Years | -999 |
YTD | 2.61% |
Since Inception | 75.38% |
Yearly Returns
2024 | 2.61% |
---|---|
2023 | 11.89% |
2022 | -11.06% |
2021 | 15.09% |
2020 | 6.70% |
2019 | 17.71% |
2018 | -5.02% |
2017 | 13.66% |
2016 | 8.53% |
2015 | 1.40% |
Risk against SP-DA
Alpha | -6.32% |
---|---|
Beta | 0.59 |
Correlation | 92.84% |
Downside Deviation | 2.04% |
Coefficient of determination | 86.18% |
Standard Deviation | 2.17% |
Sharpe Ratio | -1.9 |
Sortino | -6.98 |
Treynor | 8.39 |
Ulcer Index | 2.42 |
Ulcer Performance Index | -5.89 |