CFIHX
American Funds Capital Income Bldr-F3
$68.81
-0.12 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
| Category | World |
|---|---|
| Market Cap | 104448.76M |
| 52 Week High | 68.93 |
| 52 Week Low | 57.891 |
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Key Data
| Symbol | CFIHX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 68.81 |
| Price Yesterday | 68.93 |
| Market Cap | 104,448.76 |
| YTD Return | 5.53% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0027 |
Overview
| 52 Week High | 68.93 |
|---|---|
| 52 Week Low | 57.89 |
| Market Cap | 104,448.76M |
| Shares Outstanding | 1,517.93M |
| Income Dividend Yield | 2.89% |
| Long Term Dividend Yield | 0.81% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.70% |
Returns Annualized
| One Day | -35.57% |
|---|---|
| Five Days | 60.23% |
| One Months | 18.15% |
| Three Months | 9.97% |
| Six Months | 12.47% |
| Nine Months | 21.88% |
| One Year | 12.74% |
| Three Years | 3.92% |
| Five Years | 6.45% |
| Ten Years | -999 |
| YTD | 11.01% |
| Since Inception | 6.46% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | 0.94% |
| One Month | 1.33% |
| Three Months | 2.36% |
| Six Months | 5.95% |
| Nine Months | 15.80% |
| One Year | 12.72% |
| Three Years | 12.16% |
| Five Years | 36.57% |
| Ten Years | -999 |
| YTD | 5.53% |
| Since Inception | 59.18% |
Yearly Returns
| 2024 | 5.53% |
|---|---|
| 2023 | 9.32% |
| 2022 | -6.83% |
| 2021 | 15.39% |
| 2020 | 3.60% |
| 2019 | 17.75% |
| 2018 | -6.76% |
| 2017 | 12.83% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -6.08% |
|---|---|
| Beta | 0.58 |
| Correlation | 80.25% |
| Downside Deviation | 2.26% |
| Coefficient of determination | 64.41% |
| Standard Deviation | 2.31% |
| Sharpe Ratio | -2 |
| Sortino | -7.06 |
| Treynor | 12.77 |
| Ulcer Index | 2.9 |
| Ulcer Performance Index | -5.5 |