INPFX
American Funds Conservative Gr & Inc-F1
$13.07
-0.02 (-0.15%)
Currency in USD / Last Updated: 7/9/2024
| Category | Conservative |
|---|---|
| Market Cap | 7557.231M |
| 52 Week High | 13.09 |
| 52 Week Low | 11.214 |
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Key Data
| Symbol | INPFX |
|---|---|
| Type | Mutual Fund |
| Category | Conservative |
| Price | 13.07 |
| Price Yesterday | 13.09 |
| Market Cap | 7,557.23 |
| YTD Return | 5.01% |
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 | 13.09 |
|---|---|
| 52 Week Low | 11.21 |
| Market Cap | 7,557.23M |
| Shares Outstanding | 578.21M |
| Income Dividend Yield | 3.85% |
| Long Term Dividend Yield | 0.87% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.72% |
Returns Annualized
| One Day | -32.00% |
|---|---|
| Five Days | 65.58% |
| One Months | 19.70% |
| Three Months | 9.00% |
| Six Months | 11.54% |
| Nine Months | 19.75% |
| One Year | 12.38% |
| Three Years | 2.42% |
| Five Years | 4.93% |
| Ten Years | 4.96% |
| YTD | 9.96% |
| Since Inception | 6.25% |
Returns Total
| One Day | -0.15% |
|---|---|
| Five Days | 1.00% |
| One Month | 1.44% |
| Three Months | 2.14% |
| Six Months | 5.51% |
| Nine Months | 14.30% |
| One Year | 12.36% |
| Three Years | 7.40% |
| Five Years | 27.15% |
| Ten Years | 62.12% |
| YTD | 5.01% |
| Since Inception | 108.25% |
Yearly Returns
| 2024 | 5.01% |
|---|---|
| 2023 | 9.44% |
| 2022 | -10.06% |
| 2021 | 12.90% |
| 2020 | 3.48% |
| 2019 | 15.76% |
| 2018 | -3.58% |
| 2017 | 11.42% |
| 2016 | 9.94% |
| 2015 | -2.61% |
Risk against SP-DA
| Alpha | -4.55% |
|---|---|
| Beta | 0.49 |
| Correlation | 87.61% |
| Downside Deviation | 1.95% |
| Coefficient of determination | 76.75% |
| Standard Deviation | 1.82% |
| Sharpe Ratio | -2.6 |
| Sortino | -8.38 |
| Treynor | 14.14 |
| Ulcer Index | 2.09 |
| Ulcer Performance Index | -7.84 |