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 |