RVRPX
American Funds Retirement Inc-Enhcd R6
$12.93
0.11 (0.86%)
Currency in USD / Last Updated: 4/23/2024
Category | Balanced |
---|---|
Market Cap | 1635.154M |
52 Week High | 13.21 |
52 Week Low | 11.203 |
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Key Data
Symbol | RVRPX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 12.93 |
Price Yesterday | 12.82 |
Market Cap | 1,635.15 |
YTD Return | 2.68% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0032 |
Overview
52 Week High | 13.21 |
---|---|
52 Week Low | 11.20 |
Market Cap | 1,635.15M |
Shares Outstanding | 126.46M |
Income Dividend Yield | 3.26% |
Long Term Dividend Yield | 0.33% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.59% |
Returns Annualized
One Day | 762.95% |
---|---|
Five Days | 80.16% |
One Months | -17.59% |
Three Months | 12.58% |
Six Months | 30.55% |
Nine Months | 9.75% |
One Year | 10.89% |
Three Years | 3.49% |
Five Years | 6.59% |
Ten Years | -999 |
YTD | 8.92% |
Since Inception | 7.08% |
Returns Total
One Day | 0.86% |
---|---|
Five Days | 1.17% |
One Month | -1.60% |
Three Months | 3.00% |
Six Months | 14.12% |
Nine Months | 7.26% |
One Year | 10.88% |
Three Years | 10.81% |
Five Years | 37.51% |
Ten Years | -999 |
YTD | 2.68% |
Since Inception | 80.49% |
Yearly Returns
2024 | 2.68% |
---|---|
2023 | 12.40% |
2022 | -10.77% |
2021 | 15.49% |
2020 | 7.09% |
2019 | 18.20% |
2018 | -4.70% |
2017 | 14.04% |
2016 | 8.71% |
2015 | 1.49% |
Risk against SP-DA
Alpha | -5.75% |
---|---|
Beta | 0.59 |
Correlation | 92.41% |
Downside Deviation | 2.02% |
Coefficient of determination | 85.40% |
Standard Deviation | 2.17% |
Sharpe Ratio | -1.82 |
Sortino | -6.8 |
Treynor | 9.42 |
Ulcer Index | 2.37 |
Ulcer Performance Index | -5.8 |