RIRBX
American Funds Capital Income Bldr-R2
$65.52
-0.03 (-0.05%)
Currency in USD / Last Updated: 4/18/2024
Category | World |
---|---|
Market Cap | 100984.005M |
52 Week High | 68.31 |
52 Week Low | 58.694 |
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Key Data
Symbol | RIRBX |
---|---|
Type | Mutual Fund |
Category | World |
Price | 65.52 |
Price Yesterday | 65.55 |
Market Cap | 100,984.01 |
YTD Return | -0.69% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0075 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0137 |
Overview
52 Week High | 68.31 |
---|---|
52 Week Low | 58.69 |
Market Cap | 100,984.01M |
Shares Outstanding | 1,541.27M |
Income Dividend Yield | 1.92% |
Long Term Dividend Yield | 0.85% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.77% |
Returns Annualized
One Day | -10.91% |
---|---|
Five Days | -67.60% |
One Months | -24.04% |
Three Months | 3.06% |
Six Months | 18.41% |
Nine Months | 3.63% |
One Year | 3.77% |
Three Years | 1.60% |
Five Years | 4.38% |
Ten Years | 4.07% |
YTD | -2.30% |
Since Inception | 5.54% |
Returns Total
One Day | -0.05% |
---|---|
Five Days | -2.21% |
One Month | -2.37% |
Three Months | 0.76% |
Six Months | 8.74% |
Nine Months | 2.72% |
One Year | 3.77% |
Three Years | 4.89% |
Five Years | 23.83% |
Ten Years | 48.93% |
YTD | -0.69% |
Since Inception | 223.96% |
Yearly Returns
2024 | -0.69% |
---|---|
2023 | 8.13% |
2022 | -7.86% |
2021 | 14.14% |
2020 | 2.49% |
2019 | 16.46% |
2018 | -7.78% |
2017 | 13.31% |
2016 | 6.09% |
2015 | -3.69% |
Risk against SP-DA
Alpha | -11.66% |
---|---|
Beta | 0.59 |
Correlation | 84.85% |
Downside Deviation | 2.29% |
Coefficient of determination | 72.00% |
Standard Deviation | 2.35% |
Sharpe Ratio | -2.31 |
Sortino | -8.18 |
Treynor | -2.75 |
Ulcer Index | 3.05 |
Ulcer Performance Index | -6.14 |