RIRFX
American Funds Capital Income Bldr-R5
$66.71
0.02 (0.03%)
Currency in USD / Last Updated: 4/24/2024
Category | World |
---|---|
Market Cap | 102169.699M |
52 Week High | 68.25 |
52 Week Low | 58.374 |
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Key Data
Symbol | RIRFX |
---|---|
Type | Mutual Fund |
Category | World |
Price | 66.71 |
Price Yesterday | 66.69 |
Market Cap | 102,169.70 |
YTD Return | 1.47% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0032 |
Overview
52 Week High | 68.25 |
---|---|
52 Week Low | 58.37 |
Market Cap | 102,169.70M |
Shares Outstanding | 1,531.55M |
Income Dividend Yield | 2.91% |
Long Term Dividend Yield | 0.84% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.74% |
Returns Annualized
One Day | 7.85% |
---|---|
Five Days | 149.87% |
One Months | -15.40% |
Three Months | 8.54% |
Six Months | 26.81% |
Nine Months | 6.17% |
One Year | 6.64% |
Three Years | 3.31% |
Five Years | 5.85% |
Ten Years | 5.31% |
YTD | 4.76% |
Since Inception | 6.77% |
Returns Total
One Day | 0.03% |
---|---|
Five Days | 1.83% |
One Month | -1.45% |
Three Months | 2.07% |
Six Months | 12.49% |
Nine Months | 4.61% |
One Year | 6.63% |
Three Years | 10.25% |
Five Years | 32.81% |
Ten Years | 67.63% |
YTD | 1.47% |
Since Inception | 317.75% |
Yearly Returns
2024 | 1.47% |
---|---|
2023 | 9.26% |
2022 | -6.87% |
2021 | 15.35% |
2020 | 3.57% |
2019 | 17.69% |
2018 | -6.80% |
2017 | 14.49% |
2016 | 7.20% |
2015 | -2.70% |
Risk against SP-DA
Alpha | -10.21% |
---|---|
Beta | 0.6 |
Correlation | 86.61% |
Downside Deviation | 2.27% |
Coefficient of determination | 75.01% |
Standard Deviation | 2.37% |
Sharpe Ratio | -2.18 |
Sortino | -7.9 |
Treynor | 2.1 |
Ulcer Index | 2.96 |
Ulcer Performance Index | -6.04 |