CIRFX
American Funds Capital Income Bldr-529F
$68.79
-0.13 (-0.19%)
Currency in USD / Last Updated: 7/9/2024
| Category | World |
|---|---|
| Market Cap | 104433.54M |
| 52 Week High | 68.92 |
| 52 Week Low | 57.966 |
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Key Data
| Symbol | CIRFX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 68.79 |
| Price Yesterday | 68.92 |
| Market Cap | 104,433.54 |
| YTD Return | 5.41% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0072 |
Overview
| 52 Week High | 68.92 |
|---|---|
| 52 Week Low | 57.97 |
| Market Cap | 104,433.54M |
| Shares Outstanding | 1,518.15M |
| Income Dividend Yield | 2.70% |
| Long Term Dividend Yield | 0.81% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.51% |
Returns Annualized
| One Day | -37.89% |
|---|---|
| Five Days | 59.07% |
| One Months | 17.68% |
| Three Months | 9.70% |
| Six Months | 12.22% |
| Nine Months | 21.61% |
| One Year | 12.48% |
| Three Years | 3.70% |
| Five Years | 6.25% |
| Ten Years | 5.20% |
| YTD | 10.77% |
| Since Inception | 6.67% |
Returns Total
| One Day | -0.19% |
|---|---|
| Five Days | 0.92% |
| One Month | 1.30% |
| Three Months | 2.30% |
| Six Months | 5.83% |
| Nine Months | 15.61% |
| One Year | 12.47% |
| Three Years | 11.47% |
| Five Years | 35.33% |
| Ten Years | 65.87% |
| YTD | 5.41% |
| Since Inception | 321.79% |
Yearly Returns
| 2024 | 5.41% |
|---|---|
| 2023 | 9.09% |
| 2022 | -7.00% |
| 2021 | 15.15% |
| 2020 | 3.47% |
| 2019 | 17.59% |
| 2018 | -6.89% |
| 2017 | 14.40% |
| 2016 | 7.06% |
| 2015 | -2.80% |
Risk against SP-DA
| Alpha | -6.29% |
|---|---|
| Beta | 0.57 |
| Correlation | 80.02% |
| Downside Deviation | 2.28% |
| Coefficient of determination | 64.03% |
| Standard Deviation | 2.31% |
| Sharpe Ratio | -2.03 |
| Sortino | -7.13 |
| Treynor | 12.38 |
| Ulcer Index | 2.92 |
| Ulcer Performance Index | -5.55 |