RIDAX
American Funds Inc Fd of America-R1
$24.08
-0.05 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 121756.667M |
| 52 Week High | 24.175 |
| 52 Week Low | 20.594 |
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Key Data
| Symbol | RIDAX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 24.08 |
| Price Yesterday | 24.13 |
| Market Cap | 121,756.67 |
| YTD Return | 4.56% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0136 |
Overview
| 52 Week High | 24.18 |
|---|---|
| 52 Week Low | 20.59 |
| Market Cap | 121,756.67M |
| Shares Outstanding | 5,056.34M |
| Income Dividend Yield | 2.07% |
| Long Term Dividend Yield | 0.74% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.81% |
Returns Annualized
| One Day | -40.74% |
|---|---|
| Five Days | 46.01% |
| One Months | 14.25% |
| Three Months | 4.57% |
| Six Months | 10.65% |
| Nine Months | 18.97% |
| One Year | 11.02% |
| Three Years | 2.81% |
| Five Years | 6.03% |
| Ten Years | 5.46% |
| YTD | 9.05% |
| Since Inception | 6.48% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | 0.75% |
| One Month | 1.06% |
| Three Months | 1.10% |
| Six Months | 5.10% |
| Nine Months | 13.75% |
| One Year | 11.00% |
| Three Years | 8.63% |
| Five Years | 33.93% |
| Ten Years | 69.89% |
| YTD | 4.56% |
| Since Inception | 298.68% |
Yearly Returns
| 2024 | 4.56% |
|---|---|
| 2023 | 6.75% |
| 2022 | -7.15% |
| 2021 | 16.48% |
| 2020 | 4.13% |
| 2019 | 18.00% |
| 2018 | -5.91% |
| 2017 | 12.42% |
| 2016 | 9.69% |
| 2015 | -2.30% |
Risk against SP-DA
| Alpha | -7.09% |
|---|---|
| Beta | 0.55 |
| Correlation | 77.90% |
| Downside Deviation | 2.01% |
| Coefficient of determination | 60.69% |
| Standard Deviation | 2.25% |
| Sharpe Ratio | -2.27 |
| Sortino | -8.81 |
| Treynor | 10.33 |
| Ulcer Index | 2.73 |
| Ulcer Performance Index | -6.48 |