CFTAX
2024 American Funds College-529A\Disc
$10.98
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Conservative |
|---|---|
| Market Cap | 2798.22M |
| 52 Week High | 10.98 |
| 52 Week Low | 10.333 |
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Key Data
| Symbol | CFTAX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Conservative |
| Price | 10.98 |
| Price Yesterday | 10.98 |
| Market Cap | 2,798.22 |
| YTD Return | 0.80% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0024 |
| Front Load | 0.035 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0069 |
Overview
| 52 Week High | 10.98 |
|---|---|
| 52 Week Low | 10.33 |
| Market Cap | 2,798.22M |
| Shares Outstanding | 254.85M |
| Income Dividend Yield | 4.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.00% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | 2.20% |
| Nine Months | 7.05% |
| One Year | 5.00% |
| Three Years | -0.79% |
| Five Years | 1.89% |
| Ten Years | 2.81% |
| YTD | 1.56% |
| Since Inception | 4.19% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 1.08% |
| Nine Months | 5.18% |
| One Year | 4.99% |
| Three Years | -2.35% |
| Five Years | 9.77% |
| Ten Years | 31.86% |
| YTD | 0.80% |
| Since Inception | 62.14% |
Yearly Returns
| 2024 | 0.80% |
|---|---|
| 2023 | 4.83% |
| 2022 | -8.32% |
| 2021 | 2.76% |
| 2020 | 6.81% |
| 2019 | 10.03% |
| 2018 | -0.87% |
| 2017 | 7.91% |
| 2016 | 5.97% |
| 2015 | -1.12% |
Risk against SP-DA
| Alpha | -5.94% |
|---|---|
| Beta | 0.24 |
| Correlation | 76.37% |
| Downside Deviation | 0.84% |
| Coefficient of determination | 58.32% |
| Standard Deviation | 1.00% |
| Sharpe Ratio | -6.83 |
| Sortino | -28.22 |
| Treynor | -1.61 |
| Ulcer Index | 0.93 |
| Ulcer Performance Index | -25.62 |