CSTAX
2027 American Funds College-529F1
$11.97
-0.01 (-0.08%)
Currency in USD / Last Updated: 7/9/2024
| Category | Conservative |
|---|---|
| Market Cap | 3349.027M |
| 52 Week High | 11.98 |
| 52 Week Low | 10.748 |
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Key Data
| Symbol | CSTAX |
|---|---|
| Type | Mutual Fund |
| Category | Conservative |
| Price | 11.97 |
| Price Yesterday | 11.98 |
| Market Cap | 3,349.03 |
| YTD Return | 2.66% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0024 |
| Front Load | 0.035 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.007 |
Overview
| 52 Week High | 11.98 |
|---|---|
| 52 Week Low | 10.75 |
| Market Cap | 3,349.03M |
| Shares Outstanding | 279.79M |
| Income Dividend Yield | 3.09% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.09% |
Returns Annualized
| One Day | -18.99% |
|---|---|
| Five Days | 59.32% |
| One Months | 18.50% |
| Three Months | 7.10% |
| Six Months | 6.60% |
| Nine Months | 13.30% |
| One Year | 8.26% |
| Three Years | 0.19% |
| Five Years | 3.36% |
| Ten Years | 3.95% |
| YTD | 5.22% |
| Since Inception | 5.52% |
Returns Total
| One Day | -0.08% |
|---|---|
| Five Days | 0.93% |
| One Month | 1.35% |
| Three Months | 1.70% |
| Six Months | 3.19% |
| Nine Months | 9.70% |
| One Year | 8.25% |
| Three Years | 0.55% |
| Five Years | 17.94% |
| Ten Years | 47.21% |
| YTD | 2.66% |
| Since Inception | 88.27% |
Yearly Returns
| 2024 | 2.66% |
|---|---|
| 2023 | 6.56% |
| 2022 | -9.86% |
| 2021 | 6.49% |
| 2020 | 7.67% |
| 2019 | 13.34% |
| 2018 | -2.29% |
| 2017 | 11.77% |
| 2016 | 6.33% |
| 2015 | -0.86% |
Risk against SP-DA
| Alpha | -6.87% |
|---|---|
| Beta | 0.42 |
| Correlation | 85.97% |
| Downside Deviation | 1.50% |
| Coefficient of determination | 73.90% |
| Standard Deviation | 1.56% |
| Sharpe Ratio | -3.78 |
| Sortino | -13.68 |
| Treynor | 6.89 |
| Ulcer Index | 1.75 |
| Ulcer Performance Index | -11.72 |