RNPEX
American Funds New Perspective-R4
$57.54
-0.28 (-0.48%)
Currency in USD / Last Updated: 4/25/2024
Category | World Large Growth |
---|---|
Market Cap | 130803.382M |
52 Week High | 59.8 |
52 Week Low | 47.088 |
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Key Data
Symbol | RNPEX |
---|---|
Type | Mutual Fund |
Category | World Large Growth |
Price | 57.54 |
Price Yesterday | 57.82 |
Market Cap | 130,803.38 |
YTD Return | 4.85% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0077 |
Overview
52 Week High | 59.80 |
---|---|
52 Week Low | 47.09 |
Market Cap | 130,803.38M |
Shares Outstanding | 2,273.26M |
Income Dividend Yield | 0.89% |
Long Term Dividend Yield | 4.30% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.19% |
Returns Annualized
One Day | -70.61% |
---|---|
Five Days | 60.91% |
One Months | -31.36% |
Three Months | 17.91% |
Six Months | 45.05% |
Nine Months | 12.32% |
One Year | 19.50% |
Three Years | 1.83% |
Five Years | 10.98% |
Ten Years | 10.38% |
YTD | 16.10% |
Since Inception | 9.86% |
Returns Total
One Day | -0.48% |
---|---|
Five Days | 0.95% |
One Month | -3.23% |
Three Months | 4.20% |
Six Months | 20.24% |
Nine Months | 9.15% |
One Year | 19.48% |
Three Years | 5.60% |
Five Years | 68.20% |
Ten Years | 167.88% |
YTD | 4.85% |
Since Inception | 677.99% |
Yearly Returns
2024 | 4.85% |
---|---|
2023 | 24.57% |
2022 | -25.87% |
2021 | 17.70% |
2020 | 33.34% |
2019 | 30.03% |
2018 | -5.90% |
2017 | 28.82% |
2016 | 1.83% |
2015 | 5.30% |
Risk against SP-DA
Alpha | -6.42% |
---|---|
Beta | 1 |
Correlation | 97.53% |
Downside Deviation | 3.18% |
Coefficient of determination | 95.12% |
Standard Deviation | 3.48% |
Sharpe Ratio | -0.54 |
Sortino | -2.03 |
Treynor | 14.15 |
Ulcer Index | 3.57 |
Ulcer Performance Index | -1.81 |