BLPCX
American Funds Moderate Grwth & Inc-C
$17.84
-0.04 (-0.22%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 14022.472M |
| 52 Week High | 17.88 |
| 52 Week Low | 14.709 |
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Key Data
| Symbol | BLPCX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 17.84 |
| Price Yesterday | 17.88 |
| Market Cap | 14,022.47 |
| YTD Return | 7.30% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.014 |
Overview
| 52 Week High | 17.88 |
|---|---|
| 52 Week Low | 14.71 |
| Market Cap | 14,022.47M |
| Shares Outstanding | 786.01M |
| Income Dividend Yield | 1.52% |
| Long Term Dividend Yield | 0.04% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.56% |
Returns Annualized
| One Day | -43.16% |
|---|---|
| Five Days | 81.74% |
| One Months | 30.54% |
| Three Months | 11.29% |
| Six Months | 17.26% |
| Nine Months | 24.53% |
| One Year | 15.33% |
| Three Years | 1.35% |
| Five Years | 6.17% |
| Ten Years | 5.81% |
| YTD | 14.64% |
| Since Inception | 7.43% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | 1.19% |
| One Month | 2.14% |
| Three Months | 2.66% |
| Six Months | 8.14% |
| Nine Months | 17.66% |
| One Year | 15.31% |
| Three Years | 4.08% |
| Five Years | 34.81% |
| Ten Years | 75.63% |
| YTD | 7.30% |
| Since Inception | 137.90% |
Yearly Returns
| 2024 | 7.30% |
|---|---|
| 2023 | 13.02% |
| 2022 | -17.39% |
| 2021 | 13.02% |
| 2020 | 12.31% |
| 2019 | 18.63% |
| 2018 | -5.27% |
| 2017 | 15.77% |
| 2016 | 5.19% |
| 2015 | -0.21% |
Risk against SP-DA
| Alpha | -5.60% |
|---|---|
| Beta | 0.67 |
| Correlation | 92.72% |
| Downside Deviation | 2.34% |
| Coefficient of determination | 85.97% |
| Standard Deviation | 2.31% |
| Sharpe Ratio | -1.67 |
| Sortino | -5.73 |
| Treynor | 14.94 |
| Ulcer Index | 2.64 |
| Ulcer Performance Index | -5.06 |