RARPX
American Funds Retirement Inc-Cnsrv R1
$11.42
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Conservative |
---|---|
Market Cap | 1211.114M |
52 Week High | 11.42 |
52 Week Low | 10.222 |
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Key Data
Symbol | RARPX |
---|---|
Type | Mutual Fund |
Category | Conservative |
Price | 11.42 |
Price Yesterday | 11.42 |
Market Cap | 1,211.11 |
YTD Return | 1.93% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0131 |
Overview
52 Week High | 11.42 |
---|---|
52 Week Low | 10.22 |
Market Cap | 1,211.11M |
Shares Outstanding | 106.05M |
Income Dividend Yield | 2.75% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.75% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 23.13% |
One Months | 27.23% |
Three Months | 8.22% |
Six Months | 20.28% |
Nine Months | 8.19% |
One Year | 5.95% |
Three Years | 0.87% |
Five Years | 3.46% |
Ten Years | -999 |
YTD | 8.22% |
Since Inception | 3.85% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.41% |
One Month | 1.93% |
Three Months | 1.93% |
Six Months | 9.50% |
Nine Months | 6.01% |
One Year | 5.87% |
Three Years | 2.62% |
Five Years | 18.51% |
Ten Years | -999 |
YTD | 1.93% |
Since Inception | 38.17% |
Yearly Returns
2024 | 1.93% |
---|---|
2023 | 6.04% |
2022 | -10.66% |
2021 | 7.68% |
2020 | 6.93% |
2019 | 12.33% |
2018 | -3.53% |
2017 | 8.08% |
2016 | 5.31% |
2015 | 0.76% |
Risk against SP-DA
Alpha | -10.62% |
---|---|
Beta | 0.43 |
Correlation | 82.28% |
Downside Deviation | 1.78% |
Coefficient of determination | 67.70% |
Standard Deviation | 1.76% |
Sharpe Ratio | -4.48 |
Sortino | -15.31 |
Treynor | 4.48 |
Ulcer Index | 2.26 |
Ulcer Performance Index | -12.05 |