INPFX
American Funds Conservative Gr & Inc-F1
$13.00
0.02 (0.15%)
Currency in USD / Last Updated: 3/28/2024
Category | Conservative |
---|---|
Market Cap | 7514.026M |
52 Week High | 13 |
52 Week Low | 11.314 |
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Key Data
Symbol | INPFX |
---|---|
Type | Mutual Fund |
Category | Conservative |
Price | 13 |
Price Yesterday | 12.98 |
Market Cap | 7,514.03 |
YTD Return | 3.53% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0065 |
Overview
52 Week High | 13.00 |
---|---|
52 Week Low | 11.31 |
Market Cap | 7,514.03M |
Shares Outstanding | 578.00M |
Income Dividend Yield | 4.57% |
Long Term Dividend Yield | 0.87% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.45% |
Returns Annualized
One Day | 47.46% |
---|---|
Five Days | 29.28% |
One Months | 36.12% |
Three Months | 15.42% |
Six Months | 26.62% |
Nine Months | 13.05% |
One Year | 11.26% |
Three Years | 3.48% |
Five Years | 5.18% |
Ten Years | 5.17% |
YTD | 15.42% |
Since Inception | 6.27% |
Returns Total
One Day | 0.15% |
---|---|
Five Days | 0.51% |
One Month | 2.48% |
Three Months | 3.53% |
Six Months | 12.30% |
Nine Months | 9.52% |
One Year | 11.11% |
Three Years | 10.76% |
Five Years | 28.66% |
Ten Years | 65.35% |
YTD | 3.53% |
Since Inception | 105.31% |
Yearly Returns
2024 | 3.53% |
---|---|
2023 | 9.45% |
2022 | -10.07% |
2021 | 12.90% |
2020 | 3.49% |
2019 | 15.75% |
2018 | -3.59% |
2017 | 11.44% |
2016 | 9.94% |
2015 | -2.61% |
Risk against SP-DA
Alpha | -6.14% |
---|---|
Beta | 0.48 |
Correlation | 89.70% |
Downside Deviation | 1.86% |
Coefficient of determination | 80.45% |
Standard Deviation | 1.79% |
Sharpe Ratio | -3.46 |
Sortino | -11.51 |
Treynor | 16.32 |
Ulcer Index | 2.02 |
Ulcer Performance Index | -10.57 |