RGWEX
American Funds Growth-R4
$23.28
0.18 (0.78%)
Currency in USD / Last Updated: 4/22/2024
| Category | Aggressive |
|---|---|
| Market Cap | 17418.748M |
| 52 Week High | 24.6 |
| 52 Week Low | 18.599 |
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Key Data
| Symbol | RGWEX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 23.28 |
| Price Yesterday | 23.1 |
| Market Cap | 17,418.75 |
| YTD Return | 4.30% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0072 |
Overview
| 52 Week High | 24.60 |
|---|---|
| 52 Week Low | 18.60 |
| Market Cap | 17,418.75M |
| Shares Outstanding | 748.23M |
| Income Dividend Yield | 0.68% |
| Long Term Dividend Yield | 0.88% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.56% |
Returns Annualized
| One Day | 608.49% |
|---|---|
| Five Days | -56.75% |
| One Months | -47.49% |
| Three Months | 14.62% |
| Six Months | 47.39% |
| Nine Months | 15.61% |
| One Year | 22.77% |
| Three Years | 2.65% |
| Five Years | 9.96% |
| Ten Years | 9.48% |
| YTD | 14.79% |
| Since Inception | 11.68% |
Returns Total
| One Day | 0.78% |
|---|---|
| Five Days | -1.65% |
| One Month | -4.98% |
| Three Months | 3.47% |
| Six Months | 21.19% |
| Nine Months | 11.48% |
| One Year | 22.64% |
| Three Years | 8.12% |
| Five Years | 60.63% |
| Ten Years | 146.92% |
| YTD | 4.30% |
| Since Inception | 272.00% |
Yearly Returns
| 2024 | 4.30% |
|---|---|
| 2023 | 28.80% |
| 2022 | -26.88% |
| 2021 | 18.58% |
| 2020 | 25.38% |
| 2019 | 27.25% |
| 2018 | -6.63% |
| 2017 | 25.06% |
| 2016 | 7.51% |
| 2015 | 1.42% |
Risk against SP-DA
| Alpha | -2.07% |
|---|---|
| Beta | 1.09 |
| Correlation | 98.72% |
| Downside Deviation | 3.13% |
| Coefficient of determination | 97.46% |
| Standard Deviation | 3.77% |
| Sharpe Ratio | -0.04 |
| Sortino | -0.15 |
| Treynor | 15.94 |
| Ulcer Index | 3.45 |
| Ulcer Performance Index | -0.14 |