FIFAX
American Funds Inc Fd of America-F3
$24.24
-0.06 (-0.25%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 121802.848M |
| 52 Week High | 24.3 |
| 52 Week Low | 20.568 |
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Key Data
| Symbol | FIFAX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 24.24 |
| Price Yesterday | 24.3 |
| Market Cap | 121,802.85 |
| YTD Return | 5.18% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0027 |
Overview
| 52 Week High | 24.30 |
|---|---|
| 52 Week Low | 20.57 |
| Market Cap | 121,802.85M |
| Shares Outstanding | 5,024.87M |
| Income Dividend Yield | 3.11% |
| Long Term Dividend Yield | 0.73% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.84% |
Returns Annualized
| One Day | -46.40% |
|---|---|
| Five Days | 48.74% |
| One Months | 15.66% |
| Three Months | 5.70% |
| Six Months | 11.90% |
| Nine Months | 20.35% |
| One Year | 12.25% |
| Three Years | 3.94% |
| Five Years | 7.20% |
| Ten Years | -999 |
| YTD | 10.30% |
| Since Inception | 7.17% |
Returns Total
| One Day | -0.25% |
|---|---|
| Five Days | 0.79% |
| One Month | 1.16% |
| Three Months | 1.37% |
| Six Months | 5.68% |
| Nine Months | 14.72% |
| One Year | 12.24% |
| Three Years | 12.24% |
| Five Years | 41.44% |
| Ten Years | -999 |
| YTD | 5.18% |
| Since Inception | 67.21% |
Yearly Returns
| 2024 | 5.18% |
|---|---|
| 2023 | 7.89% |
| 2022 | -6.12% |
| 2021 | 17.74% |
| 2020 | 5.26% |
| 2019 | 19.28% |
| 2018 | -4.86% |
| 2017 | 11.59% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -6.02% |
|---|---|
| Beta | 0.55 |
| Correlation | 79.01% |
| Downside Deviation | 1.96% |
| Coefficient of determination | 62.43% |
| Standard Deviation | 2.25% |
| Sharpe Ratio | -2.11 |
| Sortino | -8.38 |
| Treynor | 12.44 |
| Ulcer Index | 2.61 |
| Ulcer Performance Index | -6.31 |