RICCX
American Funds Investmt Co of Amer-R3
$53.90
0.87 (1.64%)
Currency in USD / Last Updated: 4/23/2024
Category | Large Cap |
---|---|
Market Cap | 134101.587M |
52 Week High | 55.23 |
52 Week Low | 41.321 |
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Key Data
Symbol | RICCX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 53.9 |
Price Yesterday | 53.03 |
Market Cap | 134,101.59 |
YTD Return | 7.72% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0092 |
Overview
52 Week High | 55.23 |
---|---|
52 Week Low | 41.32 |
Market Cap | 134,101.59M |
Shares Outstanding | 2,487.97M |
Income Dividend Yield | 0.85% |
Long Term Dividend Yield | 3.49% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.34% |
Returns Annualized
One Day | 5,962.99% |
---|---|
Five Days | 41.55% |
One Months | -22.91% |
Three Months | 27.60% |
Six Months | 54.74% |
Nine Months | 22.71% |
One Year | 28.26% |
Three Years | 9.30% |
Five Years | 12.28% |
Ten Years | 10.80% |
YTD | 27.18% |
Since Inception | 8.54% |
Returns Total
One Day | 1.64% |
---|---|
Five Days | 0.69% |
One Month | -2.14% |
Three Months | 6.28% |
Six Months | 24.15% |
Nine Months | 16.67% |
One Year | 28.22% |
Three Years | 30.44% |
Five Years | 78.29% |
Ten Years | 178.25% |
YTD | 7.72% |
Since Inception | 498.56% |
Yearly Returns
2024 | 7.72% |
---|---|
2023 | 28.04% |
2022 | -15.79% |
2021 | 24.57% |
2020 | 14.13% |
2019 | 24.08% |
2018 | -6.84% |
2017 | 19.28% |
2016 | 14.17% |
2015 | -1.79% |
Risk against SP-DA
Alpha | 3.95% |
---|---|
Beta | 0.98 |
Correlation | 99.15% |
Downside Deviation | 2.60% |
Coefficient of determination | 98.31% |
Standard Deviation | 3.40% |
Sharpe Ratio | 0.31 |
Sortino | 1.4 |
Treynor | 23.25 |
Ulcer Index | 2.62 |
Ulcer Performance Index | 1.39 |