RIDBX
American Funds Inc Fd of America-R2
$23.89
-0.05 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 121761.832M |
| 52 Week High | 23.984 |
| 52 Week Low | 20.432 |
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Key Data
| Symbol | RIDBX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 23.89 |
| Price Yesterday | 23.94 |
| Market Cap | 121,761.83 |
| YTD Return | 4.56% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0136 |
Overview
| 52 Week High | 23.98 |
|---|---|
| 52 Week Low | 20.43 |
| Market Cap | 121,761.83M |
| Shares Outstanding | 5,096.77M |
| Income Dividend Yield | 2.10% |
| Long Term Dividend Yield | 0.74% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.84% |
Returns Annualized
| One Day | -40.99% |
|---|---|
| Five Days | 46.46% |
| One Months | 14.49% |
| Three Months | 4.62% |
| Six Months | 10.67% |
| Nine Months | 19.01% |
| One Year | 11.02% |
| Three Years | 2.81% |
| Five Years | 6.03% |
| Ten Years | 5.46% |
| YTD | 9.04% |
| Since Inception | 6.47% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | 0.76% |
| One Month | 1.08% |
| Three Months | 1.12% |
| Six Months | 5.11% |
| Nine Months | 13.77% |
| One Year | 11.01% |
| Three Years | 8.63% |
| Five Years | 33.91% |
| Ten Years | 69.89% |
| YTD | 4.56% |
| Since Inception | 297.90% |
Yearly Returns
| 2024 | 4.56% |
|---|---|
| 2023 | 6.77% |
| 2022 | -7.16% |
| 2021 | 16.43% |
| 2020 | 4.17% |
| 2019 | 17.96% |
| 2018 | -5.88% |
| 2017 | 12.45% |
| 2016 | 9.70% |
| 2015 | -2.27% |
Risk against SP-DA
| Alpha | -7.05% |
|---|---|
| Beta | 0.54 |
| Correlation | 77.88% |
| Downside Deviation | 2.01% |
| Coefficient of determination | 60.65% |
| Standard Deviation | 2.25% |
| Sharpe Ratio | -2.27 |
| Sortino | -8.81 |
| Treynor | 10.38 |
| Ulcer Index | 2.72 |
| Ulcer Performance Index | -6.51 |