IFAFX
American Funds Inc Fd of America-F1
$24.18
-0.05 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 121804.575M |
| 52 Week High | 24.242 |
| 52 Week Low | 20.576 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | IFAFX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 24.18 |
| Price Yesterday | 24.23 |
| Market Cap | 121,804.58 |
| YTD Return | 4.96% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0065 |
Overview
| 52 Week High | 24.24 |
|---|---|
| 52 Week Low | 20.58 |
| Market Cap | 121,804.58M |
| Shares Outstanding | 5,037.41M |
| Income Dividend Yield | 2.75% |
| Long Term Dividend Yield | 0.73% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.48% |
Returns Annualized
| One Day | -40.61% |
|---|---|
| Five Days | 45.79% |
| One Months | 14.97% |
| Three Months | 5.50% |
| Six Months | 11.40% |
| Nine Months | 19.88% |
| One Year | 11.81% |
| Three Years | 3.56% |
| Five Years | 6.80% |
| Ten Years | 6.22% |
| YTD | 9.84% |
| Since Inception | 7.19% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | 0.75% |
| One Month | 1.11% |
| Three Months | 1.32% |
| Six Months | 5.45% |
| Nine Months | 14.39% |
| One Year | 11.79% |
| Three Years | 10.99% |
| Five Years | 38.85% |
| Ten Years | 82.63% |
| YTD | 4.96% |
| Since Inception | 399.79% |
Yearly Returns
| 2024 | 4.96% |
|---|---|
| 2023 | 7.54% |
| 2022 | -6.49% |
| 2021 | 17.29% |
| 2020 | 4.87% |
| 2019 | 18.83% |
| 2018 | -5.17% |
| 2017 | 13.25% |
| 2016 | 10.50% |
| 2015 | -1.56% |
Risk against SP-DA
| Alpha | -6.48% |
|---|---|
| Beta | 0.55 |
| Correlation | 78.97% |
| Downside Deviation | 1.98% |
| Coefficient of determination | 62.36% |
| Standard Deviation | 2.25% |
| Sharpe Ratio | -2.17 |
| Sortino | -8.54 |
| Treynor | 11.62 |
| Ulcer Index | 2.65 |
| Ulcer Performance Index | -6.37 |