BLPFX
American Funds Moderate Grwth & Inc-F1
$17.97
-0.04 (-0.22%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 14029.484M |
| 52 Week High | 18.01 |
| 52 Week Low | 14.742 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | BLPFX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 17.97 |
| Price Yesterday | 18.01 |
| Market Cap | 14,029.48 |
| YTD Return | 7.71% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0071 |
Overview
| 52 Week High | 18.01 |
|---|---|
| 52 Week Low | 14.74 |
| Market Cap | 14,029.48M |
| Shares Outstanding | 780.72M |
| Income Dividend Yield | 2.17% |
| Long Term Dividend Yield | 0.04% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.21% |
Returns Annualized
| One Day | -42.93% |
|---|---|
| Five Days | 80.95% |
| One Months | 31.41% |
| Three Months | 12.04% |
| Six Months | 18.17% |
| Nine Months | 25.52% |
| One Year | 16.09% |
| Three Years | 2.09% |
| Five Years | 6.93% |
| Ten Years | 6.57% |
| YTD | 15.51% |
| Since Inception | 8.20% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | 1.18% |
| One Month | 2.19% |
| Three Months | 2.83% |
| Six Months | 8.55% |
| Nine Months | 18.36% |
| One Year | 16.07% |
| Three Years | 6.36% |
| Five Years | 39.68% |
| Ten Years | 88.58% |
| YTD | 7.71% |
| Since Inception | 159.53% |
Yearly Returns
| 2024 | 7.71% |
|---|---|
| 2023 | 13.79% |
| 2022 | -16.78% |
| 2021 | 13.76% |
| 2020 | 13.15% |
| 2019 | 19.48% |
| 2018 | -4.64% |
| 2017 | 16.65% |
| 2016 | 5.89% |
| 2015 | 0.55% |
Risk against SP-DA
| Alpha | -4.87% |
|---|---|
| Beta | 0.67 |
| Correlation | 93.12% |
| Downside Deviation | 2.31% |
| Coefficient of determination | 86.72% |
| Standard Deviation | 2.31% |
| Sharpe Ratio | -1.58 |
| Sortino | -5.46 |
| Treynor | 16.04 |
| Ulcer Index | 2.57 |
| Ulcer Performance Index | -4.91 |