CAFFX
American Funds AMCAP-529F1
$42.77
-0.15 (-0.35%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 87553.613M |
| 52 Week High | 42.95 |
| 52 Week Low | 31.075 |
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Key Data
| Symbol | CAFFX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 42.77 |
| Price Yesterday | 42.92 |
| Market Cap | 87,553.61 |
| YTD Return | 14.78% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0078 |
Overview
| 52 Week High | 42.95 |
|---|---|
| 52 Week Low | 31.08 |
| Market Cap | 87,553.61M |
| Shares Outstanding | 2,047.08M |
| Income Dividend Yield | 0.39% |
| Long Term Dividend Yield | 4.30% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.68% |
Returns Annualized
| One Day | -58.65% |
|---|---|
| Five Days | 83.16% |
| One Months | 59.58% |
| Three Months | 16.84% |
| Six Months | 34.83% |
| Nine Months | 42.85% |
| One Year | 27.74% |
| Three Years | 5.07% |
| Five Years | 11.79% |
| Ten Years | 10.78% |
| YTD | 30.68% |
| Since Inception | 9.09% |
Returns Total
| One Day | -0.35% |
|---|---|
| Five Days | 1.21% |
| One Month | 3.78% |
| Three Months | 3.90% |
| Six Months | 15.82% |
| Nine Months | 30.26% |
| One Year | 27.71% |
| Three Years | 15.92% |
| Five Years | 74.33% |
| Ten Years | 177.69% |
| YTD | 14.78% |
| Since Inception | 594.77% |
Yearly Returns
| 2024 | 14.78% |
|---|---|
| 2023 | 31.15% |
| 2022 | -28.70% |
| 2021 | 23.85% |
| 2020 | 21.60% |
| 2019 | 26.52% |
| 2018 | -1.72% |
| 2017 | 22.20% |
| 2016 | 9.17% |
| 2015 | 0.90% |
Risk against SP-DA
| Alpha | -4.68% |
|---|---|
| Beta | 1.16 |
| Correlation | 97.76% |
| Downside Deviation | 3.34% |
| Coefficient of determination | 95.58% |
| Standard Deviation | 3.81% |
| Sharpe Ratio | -0.07 |
| Sortino | -0.29 |
| Treynor | 19.3 |
| Ulcer Index | 3.52 |
| Ulcer Performance Index | -0.28 |