RGWBX
American Funds Growth-R2
$24.52
-0.07 (-0.28%)
Currency in USD / Last Updated: 7/9/2024
Category | Aggressive |
---|---|
Market Cap | 19233.562M |
52 Week High | 24.59 |
52 Week Low | 18.093 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | RGWBX |
---|---|
Type | Mutual Fund |
Category | Aggressive |
Price | 24.52 |
Price Yesterday | 24.59 |
Market Cap | 19,233.56 |
YTD Return | 13.94% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0075 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0147 |
Overview
52 Week High | 24.59 |
---|---|
52 Week Low | 18.09 |
Market Cap | 19,233.56M |
Shares Outstanding | 784.40M |
Income Dividend Yield | 0.08% |
Long Term Dividend Yield | 0.83% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.91% |
Returns Annualized
One Day | -51.28% |
---|---|
Five Days | 110.90% |
One Months | 54.39% |
Three Months | 17.24% |
Six Months | 33.54% |
Nine Months | 40.44% |
One Year | 25.84% |
Three Years | 3.52% |
Five Years | 10.86% |
Ten Years | 9.21% |
YTD | 28.82% |
Since Inception | 11.48% |
Returns Total
One Day | -0.28% |
---|---|
Five Days | 1.49% |
One Month | 3.50% |
Three Months | 3.99% |
Six Months | 15.28% |
Nine Months | 28.63% |
One Year | 25.81% |
Three Years | 10.89% |
Five Years | 67.25% |
Ten Years | 140.79% |
YTD | 13.94% |
Since Inception | 272.53% |
Yearly Returns
2024 | 13.94% |
---|---|
2023 | 27.82% |
2022 | -27.42% |
2021 | 17.71% |
2020 | 24.48% |
2019 | 26.26% |
2018 | -7.30% |
2017 | 24.17% |
2016 | 6.69% |
2015 | 0.64% |
Risk against SP-DA
Alpha | -5.37% |
---|---|
Beta | 1.11 |
Correlation | 97.51% |
Downside Deviation | 3.25% |
Coefficient of determination | 95.08% |
Standard Deviation | 3.65% |
Sharpe Ratio | -0.23 |
Sortino | -0.88 |
Treynor | 18.48 |
Ulcer Index | 3.58 |
Ulcer Performance Index | -0.8 |