FIFAX
American Funds Inc Fd of America-F3
$23.70
-0.07 (-0.29%)
Currency in USD / Last Updated: 4/25/2024
Category | Balanced Aggressive |
---|---|
Market Cap | 120703.867M |
52 Week High | 24.26 |
52 Week Low | 20.729 |
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Key Data
Symbol | FIFAX |
---|---|
Type | Mutual Fund |
Category | Balanced Aggressive |
Price | 23.7 |
Price Yesterday | 23.77 |
Market Cap | 120,703.87 |
YTD Return | 2.04% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000000 |
Redeption Fee | 0 |
Prospectus | 0.0027 |
Overview
52 Week High | 24.26 |
---|---|
52 Week Low | 20.73 |
Market Cap | 120,703.87M |
Shares Outstanding | 5,092.99M |
Income Dividend Yield | 3.17% |
Long Term Dividend Yield | 0.75% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.92% |
Returns Annualized
One Day | -52.48% |
---|---|
Five Days | 121.19% |
One Months | -14.25% |
Three Months | 10.10% |
Six Months | 27.61% |
Nine Months | 7.25% |
One Year | 7.97% |
Three Years | 3.77% |
Five Years | 6.93% |
Ten Years | -999 |
YTD | 6.56% |
Since Inception | 6.93% |
Returns Total
One Day | -0.29% |
---|---|
Five Days | 1.59% |
One Month | -1.33% |
Three Months | 2.43% |
Six Months | 12.84% |
Nine Months | 5.41% |
One Year | 7.96% |
Three Years | 11.72% |
Five Years | 39.68% |
Ten Years | -999 |
YTD | 2.04% |
Since Inception | 62.21% |
Yearly Returns
2024 | 2.04% |
---|---|
2023 | 7.89% |
2022 | -6.12% |
2021 | 17.75% |
2020 | 5.26% |
2019 | 19.28% |
2018 | -4.86% |
2017 | 11.59% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -8.94% |
---|---|
Beta | 0.56 |
Correlation | 83.24% |
Downside Deviation | 2.05% |
Coefficient of determination | 69.28% |
Standard Deviation | 2.29% |
Sharpe Ratio | -2.27 |
Sortino | -8.79 |
Treynor | 4.63 |
Ulcer Index | 2.65 |
Ulcer Performance Index | -6.78 |