RLRPX
American Funds Retirement Inc-Enhcd R3
$12.71
0.00 (0.00%)
Currency in USD / Last Updated: 4/17/2024
Category | Balanced |
---|---|
Market Cap | 1616.153M |
52 Week High | 13.14 |
52 Week Low | 11.173 |
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Key Data
Symbol | RLRPX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 12.71 |
Price Yesterday | 12.71 |
Market Cap | 1,616.15 |
YTD Return | 1.37% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.009 |
Overview
52 Week High | 13.14 |
---|---|
52 Week Low | 11.17 |
Market Cap | 1,616.15M |
Shares Outstanding | 127.16M |
Income Dividend Yield | 2.78% |
Long Term Dividend Yield | 0.33% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.11% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -61.08% |
One Months | -16.09% |
Three Months | 11.18% |
Six Months | 21.41% |
Nine Months | 8.10% |
One Year | 8.98% |
Three Years | 2.50% |
Five Years | 5.84% |
Ten Years | -999 |
YTD | 4.75% |
Since Inception | 6.37% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -1.85% |
One Month | -1.52% |
Three Months | 2.68% |
Six Months | 10.09% |
Nine Months | 6.04% |
One Year | 8.97% |
Three Years | 7.68% |
Five Years | 32.74% |
Ten Years | -999 |
YTD | 1.37% |
Since Inception | 70.24% |
Yearly Returns
2024 | 1.37% |
---|---|
2023 | 11.68% |
2022 | -11.21% |
2021 | 14.80% |
2020 | 6.56% |
2019 | 17.48% |
2018 | -5.25% |
2017 | 13.33% |
2016 | 8.21% |
2015 | 1.43% |
Risk against SP-DA
Alpha | -6.43% |
---|---|
Beta | 0.57 |
Correlation | 90.64% |
Downside Deviation | 2.06% |
Coefficient of determination | 82.15% |
Standard Deviation | 2.15% |
Sharpe Ratio | -1.87 |
Sortino | -6.77 |
Treynor | 6.29 |
Ulcer Index | 2.41 |
Ulcer Performance Index | -5.77 |