INPAX
American Funds Conservative Gr & Inc-A
$12.72
-0.01 (-0.08%)
Currency in USD / Last Updated: 4/24/2024
Category | Conservative |
---|---|
Market Cap | 7394.467M |
52 Week High | 12.98 |
52 Week Low | 11.301 |
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Key Data
Symbol | INPAX |
---|---|
Type | Mutual Fund |
Category | Conservative |
Price | 12.72 |
Price Yesterday | 12.73 |
Market Cap | 7,394.47 |
YTD Return | 1.39% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0026 |
Front Load | 0.0575 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.006 |
Overview
52 Week High | 12.98 |
---|---|
52 Week Low | 11.30 |
Market Cap | 7,394.47M |
Shares Outstanding | 581.33M |
Income Dividend Yield | 3.94% |
Long Term Dividend Yield | 0.89% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.84% |
Returns Annualized
One Day | -17.98% |
---|---|
Five Days | 74.78% |
One Months | -15.86% |
Three Months | 7.72% |
Six Months | 24.15% |
Nine Months | 7.47% |
One Year | 7.64% |
Three Years | 2.06% |
Five Years | 4.56% |
Ten Years | 4.93% |
YTD | 4.50% |
Since Inception | 6.08% |
Returns Total
One Day | -0.08% |
---|---|
Five Days | 1.11% |
One Month | -1.49% |
Three Months | 1.87% |
Six Months | 11.32% |
Nine Months | 5.58% |
One Year | 7.63% |
Three Years | 6.30% |
Five Years | 24.90% |
Ten Years | 61.59% |
YTD | 1.39% |
Since Inception | 101.90% |
Yearly Returns
2024 | 1.39% |
---|---|
2023 | 9.51% |
2022 | -10.03% |
2021 | 12.96% |
2020 | 3.55% |
2019 | 15.82% |
2018 | -3.62% |
2017 | 11.57% |
2016 | 10.01% |
2015 | -2.57% |
Risk against SP-DA
Alpha | -6.79% |
---|---|
Beta | 0.47 |
Correlation | 88.72% |
Downside Deviation | 1.83% |
Coefficient of determination | 78.71% |
Standard Deviation | 1.83% |
Sharpe Ratio | -2.67 |
Sortino | -9.25 |
Treynor | 4.79 |
Ulcer Index | 2.1 |
Ulcer Performance Index | -8.04 |