INPCX
American Funds Conservative Gr & Inc-C
$12.98
-0.02 (-0.15%)
Currency in USD / Last Updated: 7/9/2024
Category | Conservative |
---|---|
Market Cap | 7551.777M |
52 Week High | 13 |
52 Week Low | 11.193 |
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Key Data
Symbol | INPCX |
---|---|
Type | Mutual Fund |
Category | Conservative |
Price | 12.98 |
Price Yesterday | 13 |
Market Cap | 7,551.78 |
YTD Return | 4.63% |
Expense Details
Deferred | 0.01 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0134 |
Overview
52 Week High | 13.00 |
---|---|
52 Week Low | 11.19 |
Market Cap | 7,551.78M |
Shares Outstanding | 581.80M |
Income Dividend Yield | 3.19% |
Long Term Dividend Yield | 0.88% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.06% |
Returns Annualized
One Day | -32.19% |
---|---|
Five Days | 59.77% |
One Months | 19.38% |
Three Months | 8.27% |
Six Months | 10.71% |
Nine Months | 18.78% |
One Year | 11.58% |
Three Years | 1.71% |
Five Years | 4.20% |
Ten Years | 4.22% |
YTD | 9.17% |
Since Inception | 5.49% |
Returns Total
One Day | -0.15% |
---|---|
Five Days | 0.93% |
One Month | 1.41% |
Three Months | 1.97% |
Six Months | 5.13% |
Nine Months | 13.61% |
One Year | 11.57% |
Three Years | 5.18% |
Five Years | 22.75% |
Ten Years | 50.98% |
YTD | 4.63% |
Since Inception | 90.99% |
Yearly Returns
2024 | 4.63% |
---|---|
2023 | 8.64% |
2022 | -10.70% |
2021 | 12.15% |
2020 | 2.78% |
2019 | 14.98% |
2018 | -4.28% |
2017 | 10.70% |
2016 | 9.13% |
2015 | -3.30% |
Risk against SP-DA
Alpha | -5.20% |
---|---|
Beta | 0.49 |
Correlation | 86.79% |
Downside Deviation | 2.00% |
Coefficient of determination | 75.33% |
Standard Deviation | 1.81% |
Sharpe Ratio | -2.73 |
Sortino | -8.58 |
Treynor | 12.7 |
Ulcer Index | 2.13 |
Ulcer Performance Index | -8.03 |