RIDFX
American Funds Inc Fd of America-R5
$23.43
0.08 (0.34%)
Currency in USD / Last Updated: 4/19/2024
Category | Balanced Aggressive |
---|---|
Market Cap | 119226.837M |
52 Week High | 24.27 |
52 Week Low | 20.753 |
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Key Data
Symbol | RIDFX |
---|---|
Type | Mutual Fund |
Category | Balanced Aggressive |
Price | 23.43 |
Price Yesterday | 23.35 |
Market Cap | 119,226.84 |
YTD Return | 0.78% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0031 |
Overview
52 Week High | 24.27 |
---|---|
52 Week Low | 20.75 |
Market Cap | 119,226.84M |
Shares Outstanding | 5,088.64M |
Income Dividend Yield | 3.16% |
Long Term Dividend Yield | 0.76% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.92% |
Returns Annualized
One Day | 136.97% |
---|---|
Five Days | -25.96% |
One Months | -18.82% |
Three Months | 7.12% |
Six Months | 22.68% |
Nine Months | 5.94% |
One Year | 5.89% |
Three Years | 3.33% |
Five Years | 6.62% |
Ten Years | 6.53% |
YTD | 2.61% |
Since Inception | 7.49% |
Returns Total
One Day | 0.34% |
---|---|
Five Days | -0.59% |
One Month | -1.80% |
Three Months | 1.73% |
Six Months | 10.66% |
Nine Months | 4.44% |
One Year | 5.89% |
Three Years | 10.32% |
Five Years | 37.69% |
Ten Years | 88.07% |
YTD | 0.78% |
Since Inception | 383.19% |
Yearly Returns
2024 | 0.78% |
---|---|
2023 | 7.87% |
2022 | -6.21% |
2021 | 17.68% |
2020 | 5.26% |
2019 | 19.22% |
2018 | -4.86% |
2017 | 13.57% |
2016 | 10.89% |
2015 | -1.30% |
Risk against SP-DA
Alpha | -8.77% |
---|---|
Beta | 0.58 |
Correlation | 86.41% |
Downside Deviation | 2.06% |
Coefficient of determination | 74.67% |
Standard Deviation | 2.28% |
Sharpe Ratio | -1.97 |
Sortino | -7.56 |
Treynor | 0.89 |
Ulcer Index | 2.66 |
Ulcer Performance Index | -5.85 |