RIRCX
American Funds Capital Income Bldr-R3
$66.61
-0.10 (-0.15%)
Currency in USD / Last Updated: 4/25/2024
Category | World |
---|---|
Market Cap | 102000.56M |
52 Week High | 68.27 |
52 Week Low | 58.545 |
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Key Data
Symbol | RIRCX |
---|---|
Type | Mutual Fund |
Category | World |
Price | 66.61 |
Price Yesterday | 66.71 |
Market Cap | 102,000.56 |
YTD Return | 1.12% |
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 | 68.27 |
---|---|
52 Week Low | 58.55 |
Market Cap | 102,000.56M |
Shares Outstanding | 1,531.31M |
Income Dividend Yield | 2.32% |
Long Term Dividend Yield | 0.84% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.16% |
Returns Annualized
One Day | -31.50% |
---|---|
Five Days | 133.45% |
One Months | -16.84% |
Three Months | 5.51% |
Six Months | 26.99% |
Nine Months | 5.37% |
One Year | 6.41% |
Three Years | 2.64% |
Five Years | 5.22% |
Ten Years | 4.68% |
YTD | 3.58% |
Since Inception | 6.10% |
Returns Total
One Day | -0.15% |
---|---|
Five Days | 1.69% |
One Month | -1.60% |
Three Months | 1.35% |
Six Months | 12.57% |
Nine Months | 4.02% |
One Year | 6.41% |
Three Years | 8.11% |
Five Years | 28.91% |
Ten Years | 57.91% |
YTD | 1.12% |
Since Inception | 264.01% |
Yearly Returns
2024 | 1.12% |
---|---|
2023 | 8.62% |
2022 | -7.43% |
2021 | 14.64% |
2020 | 2.94% |
2019 | 16.99% |
2018 | -7.36% |
2017 | 13.82% |
2016 | 6.55% |
2015 | -3.28% |
Risk against SP-DA
Alpha | -11.11% |
---|---|
Beta | 0.59 |
Correlation | 84.85% |
Downside Deviation | 2.29% |
Coefficient of determination | 72.00% |
Standard Deviation | 2.36% |
Sharpe Ratio | -2.39 |
Sortino | -8.53 |
Treynor | 1.75 |
Ulcer Index | 3.03 |
Ulcer Performance Index | -6.45 |