RPPFX
American Funds Preservation-R5
$9.28
0.00 (0.00%)
Currency in USD / Last Updated: 4/19/2024
Category | Short Term Bond |
---|---|
Market Cap | 1908.85M |
52 Week High | 9.388 |
52 Week Low | 8.963 |
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Key Data
Symbol | RPPFX |
---|---|
Type | Mutual Fund |
Category | Short Term Bond |
Price | 9.28 |
Price Yesterday | 9.28 |
Market Cap | 1,908.85 |
YTD Return | -0.62% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0033 |
Overview
52 Week High | 9.39 |
---|---|
52 Week Low | 8.96 |
Market Cap | 1,908.85M |
Shares Outstanding | 205.70M |
Income Dividend Yield | 3.89% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.89% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -10.29% |
One Months | -5.86% |
Three Months | -2.04% |
Six Months | 7.02% |
Nine Months | 3.07% |
One Year | 2.08% |
Three Years | -0.68% |
Five Years | 1.23% |
Ten Years | 1.36% |
YTD | -2.05% |
Since Inception | 1.30% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -0.22% |
One Month | -0.53% |
Three Months | -0.51% |
Six Months | 3.42% |
Nine Months | 2.30% |
One Year | 2.08% |
Three Years | -2.02% |
Five Years | 6.28% |
Ten Years | 14.41% |
YTD | -0.62% |
Since Inception | 16.51% |
Yearly Returns
2024 | -0.62% |
---|---|
2023 | 4.53% |
2022 | -5.86% |
2021 | -0.32% |
2020 | 5.98% |
2019 | 4.24% |
2018 | 1.22% |
2017 | 1.30% |
2016 | 1.60% |
2015 | 0.87% |
Risk against SP-DA
Alpha | -6.26% |
---|---|
Beta | 0.18 |
Correlation | 61.07% |
Downside Deviation | 0.64% |
Coefficient of determination | 37.30% |
Standard Deviation | 1.03% |
Sharpe Ratio | -5.45 |
Sortino | -30.42 |
Treynor | -17.94 |
Ulcer Index | 1.42 |
Ulcer Performance Index | -13.65 |