RGWFX
American Funds Growth-R5
$25.89
-0.07 (-0.27%)
Currency in USD / Last Updated: 7/9/2024
| Category | Aggressive |
|---|---|
| Market Cap | 19245.59M |
| 52 Week High | 25.96 |
| 52 Week Low | 18.959 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | RGWFX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 25.89 |
| Price Yesterday | 25.96 |
| Market Cap | 19,245.59 |
| YTD Return | 14.56% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0044 |
Overview
| 52 Week High | 25.96 |
|---|---|
| 52 Week Low | 18.96 |
| Market Cap | 19,245.59M |
| Shares Outstanding | 743.36M |
| Income Dividend Yield | 0.84% |
| Long Term Dividend Yield | 0.79% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.63% |
Returns Annualized
| One Day | -49.39% |
|---|---|
| Five Days | 115.06% |
| One Months | 56.24% |
| Three Months | 18.54% |
| Six Months | 34.86% |
| Nine Months | 41.94% |
| One Year | 27.17% |
| Three Years | 4.61% |
| Five Years | 12.03% |
| Ten Years | 10.36% |
| YTD | 30.18% |
| Since Inception | 12.64% |
Returns Total
| One Day | -0.27% |
|---|---|
| Five Days | 1.53% |
| One Month | 3.60% |
| Three Months | 4.27% |
| Six Months | 15.84% |
| Nine Months | 29.64% |
| One Year | 27.14% |
| Three Years | 14.40% |
| Five Years | 76.19% |
| Ten Years | 167.21% |
| YTD | 14.56% |
| Since Inception | 322.14% |
Yearly Returns
| 2024 | 14.56% |
|---|---|
| 2023 | 29.17% |
| 2022 | -26.68% |
| 2021 | 18.94% |
| 2020 | 25.75% |
| 2019 | 27.59% |
| 2018 | -6.29% |
| 2017 | 25.46% |
| 2016 | 7.73% |
| 2015 | 1.75% |
Risk against SP-DA
| Alpha | -4.12% |
|---|---|
| Beta | 1.11 |
| Correlation | 97.69% |
| Downside Deviation | 3.18% |
| Coefficient of determination | 95.44% |
| Standard Deviation | 3.66% |
| Sharpe Ratio | -0.12 |
| Sortino | -0.48 |
| Treynor | 19.63 |
| Ulcer Index | 3.49 |
| Ulcer Performance Index | -0.44 |