RPPEX
American Funds Preservation-R4
$9.30
0.00 (0.00%)
Currency in USD / Last Updated: 4/24/2024
Category | Short Term Bond |
---|---|
Market Cap | 1912.964M |
52 Week High | 9.392 |
52 Week Low | 8.976 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | RPPEX |
---|---|
Type | Mutual Fund |
Category | Short Term Bond |
Price | 9.3 |
Price Yesterday | 9.3 |
Market Cap | 1,912.96 |
YTD Return | -0.46% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0024 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0061 |
Overview
52 Week High | 9.39 |
---|---|
52 Week Low | 8.98 |
Market Cap | 1,912.96M |
Shares Outstanding | 205.70M |
Income Dividend Yield | 3.61% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.61% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 5.58% |
One Months | -7.22% |
Three Months | -1.41% |
Six Months | 6.48% |
Nine Months | 3.67% |
One Year | 1.59% |
Three Years | -0.92% |
Five Years | 0.95% |
Ten Years | 1.09% |
YTD | -1.46% |
Since Inception | 1.03% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.11% |
One Month | -0.65% |
Three Months | -0.35% |
Six Months | 3.16% |
Nine Months | 2.75% |
One Year | 1.58% |
Three Years | -2.72% |
Five Years | 4.81% |
Ten Years | 11.43% |
YTD | -0.46% |
Since Inception | 12.97% |
Yearly Returns
2024 | -0.46% |
---|---|
2023 | 4.24% |
2022 | -6.12% |
2021 | -0.60% |
2020 | 5.68% |
2019 | 3.96% |
2018 | 0.95% |
2017 | 0.99% |
2016 | 1.31% |
2015 | 0.49% |
Risk against SP-DA
Alpha | -6.66% |
---|---|
Beta | 0.15 |
Correlation | 49.58% |
Downside Deviation | 0.64% |
Coefficient of determination | 24.58% |
Standard Deviation | 1.03% |
Sharpe Ratio | -6.41 |
Sortino | -35.64 |
Treynor | -25.38 |
Ulcer Index | 1.49 |
Ulcer Performance Index | -15.36 |