RIREX
American Funds Capital Income Bldr-R4
$66.65
0.56 (0.85%)
Currency in USD / Last Updated: 4/23/2024
| Category | World |
|---|---|
| Market Cap | 102834.954M |
| 52 Week High | 68.22 |
| 52 Week Low | 58.43 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | RIREX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 66.65 |
| Price Yesterday | 66.09 |
| Market Cap | 102,834.95 |
| YTD Return | 1.35% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0062 |
Overview
| 52 Week High | 68.22 |
|---|---|
| 52 Week Low | 58.43 |
| Market Cap | 102,834.95M |
| Shares Outstanding | 1,542.91M |
| Income Dividend Yield | 2.61% |
| Long Term Dividend Yield | 0.84% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.45% |
Returns Annualized
| One Day | 740.15% |
|---|---|
| Five Days | 155.93% |
| One Months | -16.68% |
| Three Months | 8.29% |
| Six Months | 27.69% |
| Nine Months | 5.90% |
| One Year | 6.55% |
| Three Years | 2.99% |
| Five Years | 5.46% |
| Ten Years | 5.00% |
| YTD | 4.42% |
| Since Inception | 6.31% |
Returns Total
| One Day | 0.85% |
|---|---|
| Five Days | 1.88% |
| One Month | -1.51% |
| Three Months | 2.01% |
| Six Months | 12.88% |
| Nine Months | 4.41% |
| One Year | 6.54% |
| Three Years | 9.22% |
| Five Years | 30.37% |
| Ten Years | 62.73% |
| YTD | 1.35% |
| Since Inception | 280.51% |
Yearly Returns
| 2024 | 1.35% |
|---|---|
| 2023 | 8.93% |
| 2022 | -7.16% |
| 2021 | 14.99% |
| 2020 | 3.26% |
| 2019 | 17.34% |
| 2018 | -7.08% |
| 2017 | 14.15% |
| 2016 | 6.87% |
| 2015 | -2.98% |
Risk against SP-DA
| Alpha | -10.19% |
|---|---|
| Beta | 0.59 |
| Correlation | 85.44% |
| Downside Deviation | 2.28% |
| Coefficient of determination | 73.00% |
| Standard Deviation | 2.37% |
| Sharpe Ratio | -2.2 |
| Sortino | -7.91 |
| Treynor | 1.98 |
| Ulcer Index | 3 |
| Ulcer Performance Index | -6.03 |