RIDCX
American Funds Inc Fd of America-R3
$24.14
-0.06 (-0.25%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 121755.156M |
| 52 Week High | 24.218 |
| 52 Week Low | 20.577 |
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Key Data
| Symbol | RIDCX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 24.14 |
| Price Yesterday | 24.2 |
| Market Cap | 121,755.16 |
| YTD Return | 4.82% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0091 |
Overview
| 52 Week High | 24.22 |
|---|---|
| 52 Week Low | 20.58 |
| Market Cap | 121,755.16M |
| Shares Outstanding | 5,043.71M |
| Income Dividend Yield | 2.50% |
| Long Term Dividend Yield | 0.73% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.23% |
Returns Annualized
| One Day | -46.54% |
|---|---|
| Five Days | 45.88% |
| One Months | 14.63% |
| Three Months | 5.04% |
| Six Months | 11.13% |
| Nine Months | 19.52% |
| One Year | 11.53% |
| Three Years | 3.26% |
| Five Years | 6.50% |
| Ten Years | 5.93% |
| YTD | 9.57% |
| Since Inception | 6.97% |
Returns Total
| One Day | -0.25% |
|---|---|
| Five Days | 0.75% |
| One Month | 1.09% |
| Three Months | 1.22% |
| Six Months | 5.32% |
| Nine Months | 14.13% |
| One Year | 11.52% |
| Three Years | 10.06% |
| Five Years | 36.93% |
| Ten Years | 77.62% |
| YTD | 4.82% |
| Since Inception | 340.51% |
Yearly Returns
| 2024 | 4.82% |
|---|---|
| 2023 | 7.22% |
| 2022 | -6.76% |
| 2021 | 16.96% |
| 2020 | 4.65% |
| 2019 | 18.48% |
| 2018 | -5.46% |
| 2017 | 12.95% |
| 2016 | 10.16% |
| 2015 | -1.85% |
Risk against SP-DA
| Alpha | -6.65% |
|---|---|
| Beta | 0.55 |
| Correlation | 78.45% |
| Downside Deviation | 2.00% |
| Coefficient of determination | 61.55% |
| Standard Deviation | 2.25% |
| Sharpe Ratio | -2.21 |
| Sortino | -8.6 |
| Treynor | 11.22 |
| Ulcer Index | 2.67 |
| Ulcer Performance Index | -6.44 |