RGWEX
American Funds Growth-R4
$25.53
-0.07 (-0.27%)
Currency in USD / Last Updated: 7/9/2024
| Category | Aggressive |
|---|---|
| Market Cap | 19240.94M |
| 52 Week High | 25.6 |
| 52 Week Low | 18.736 |
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Key Data
| Symbol | RGWEX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 25.53 |
| Price Yesterday | 25.6 |
| Market Cap | 19,240.94 |
| YTD Return | 14.38% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0072 |
Overview
| 52 Week High | 25.60 |
|---|---|
| 52 Week Low | 18.74 |
| Market Cap | 19,240.94M |
| Shares Outstanding | 753.66M |
| Income Dividend Yield | 0.62% |
| Long Term Dividend Yield | 0.80% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.42% |
Returns Annualized
| One Day | -49.88% |
|---|---|
| Five Days | 117.41% |
| One Months | 55.65% |
| Three Months | 18.24% |
| Six Months | 34.61% |
| Nine Months | 41.57% |
| One Year | 26.83% |
| Three Years | 4.31% |
| Five Years | 11.71% |
| Ten Years | 10.03% |
| YTD | 29.79% |
| Since Inception | 12.32% |
Returns Total
| One Day | -0.27% |
|---|---|
| Five Days | 1.55% |
| One Month | 3.57% |
| Three Months | 4.20% |
| Six Months | 15.73% |
| Nine Months | 29.40% |
| One Year | 26.80% |
| Three Years | 13.43% |
| Five Years | 73.70% |
| Ten Years | 159.56% |
| YTD | 14.38% |
| Since Inception | 308.02% |
Yearly Returns
| 2024 | 14.38% |
|---|---|
| 2023 | 28.80% |
| 2022 | -26.88% |
| 2021 | 18.58% |
| 2020 | 25.38% |
| 2019 | 27.25% |
| 2018 | -6.63% |
| 2017 | 25.06% |
| 2016 | 7.51% |
| 2015 | 1.42% |
Risk against SP-DA
| Alpha | -4.46% |
|---|---|
| Beta | 1.11 |
| Correlation | 97.71% |
| Downside Deviation | 3.20% |
| Coefficient of determination | 95.47% |
| Standard Deviation | 3.66% |
| Sharpe Ratio | -0.15 |
| Sortino | -0.59 |
| Treynor | 19.32 |
| Ulcer Index | 3.51 |
| Ulcer Performance Index | -0.54 |