RGWAX
American Funds Growth-R1
$22.59
-0.09 (-0.40%)
Currency in USD / Last Updated: 4/18/2024
Category | Aggressive |
---|---|
Market Cap | 17501.377M |
52 Week High | 23.77 |
52 Week Low | 18.097 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | RGWAX |
---|---|
Type | Mutual Fund |
Category | Aggressive |
Price | 22.59 |
Price Yesterday | 22.68 |
Market Cap | 17,501.38 |
YTD Return | 4.58% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0148 |
Overview
52 Week High | 23.77 |
---|---|
52 Week Low | 18.10 |
Market Cap | 17,501.38M |
Shares Outstanding | 774.74M |
Income Dividend Yield | 0.07% |
Long Term Dividend Yield | 0.90% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.97% |
Returns Annualized
One Day | -63.32% |
---|---|
Five Days | -89.23% |
One Months | -26.33% |
Three Months | 23.50% |
Six Months | 41.68% |
Nine Months | 13.73% |
One Year | 21.85% |
Three Years | 1.53% |
Five Years | 9.30% |
Ten Years | 8.83% |
YTD | 16.27% |
Since Inception | 10.89% |
Returns Total
One Day | -0.40% |
---|---|
Five Days | -4.32% |
One Month | -2.63% |
Three Months | 5.41% |
Six Months | 18.84% |
Nine Months | 10.18% |
One Year | 21.82% |
Three Years | 4.65% |
Five Years | 55.81% |
Ten Years | 132.72% |
YTD | 4.58% |
Since Inception | 241.60% |
Yearly Returns
2024 | 4.58% |
---|---|
2023 | 27.82% |
2022 | -27.43% |
2021 | 17.69% |
2020 | 24.44% |
2019 | 26.29% |
2018 | -7.30% |
2017 | 24.16% |
2016 | 6.65% |
2015 | 0.65% |
Risk against SP-DA
Alpha | -2.15% |
---|---|
Beta | 1.09 |
Correlation | 98.48% |
Downside Deviation | 3.13% |
Coefficient of determination | 96.99% |
Standard Deviation | 3.75% |
Sharpe Ratio | -0.05 |
Sortino | -0.22 |
Treynor | 15.17 |
Ulcer Index | 3.46 |
Ulcer Performance Index | -0.2 |