FCFWX
American Funds Retirement Inc-Enhcd F1
$13.39
-0.03 (-0.22%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 1703.288M |
| 52 Week High | 13.42 |
| 52 Week Low | 11.146 |
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Key Data
| Symbol | FCFWX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 13.39 |
| Price Yesterday | 13.42 |
| Market Cap | 1,703.29 |
| YTD Return | 7.07% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0068 |
Overview
| 52 Week High | 13.42 |
|---|---|
| 52 Week Low | 11.15 |
| Market Cap | 1,703.29M |
| Shares Outstanding | 127.21M |
| Income Dividend Yield | 2.82% |
| Long Term Dividend Yield | 0.32% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.13% |
Returns Annualized
| One Day | -43.14% |
|---|---|
| Five Days | 69.94% |
| One Months | 25.50% |
| Three Months | 11.00% |
| Six Months | 16.21% |
| Nine Months | 23.83% |
| One Year | 14.95% |
| Three Years | 3.64% |
| Five Years | 6.83% |
| Ten Years | -999 |
| YTD | 14.17% |
| Since Inception | 7.08% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | 1.06% |
| One Month | 1.82% |
| Three Months | 2.60% |
| Six Months | 7.66% |
| Nine Months | 17.17% |
| One Year | 14.94% |
| Three Years | 11.25% |
| Five Years | 39.03% |
| Ten Years | -999 |
| YTD | 7.07% |
| Since Inception | 83.02% |
Yearly Returns
| 2024 | 7.07% |
|---|---|
| 2023 | 11.89% |
| 2022 | -11.06% |
| 2021 | 15.09% |
| 2020 | 6.70% |
| 2019 | 17.72% |
| 2018 | -5.02% |
| 2017 | 13.66% |
| 2016 | 8.53% |
| 2015 | 1.41% |
Risk against SP-DA
| Alpha | -4.43% |
|---|---|
| Beta | 0.6 |
| Correlation | 90.36% |
| Downside Deviation | 2.19% |
| Coefficient of determination | 81.64% |
| Standard Deviation | 2.14% |
| Sharpe Ratio | -1.86 |
| Sortino | -6.29 |
| Treynor | 15.95 |
| Ulcer Index | 2.41 |
| Ulcer Performance Index | -5.7 |