RIDEX
American Funds Inc Fd of America-R4
$24.20
-0.06 (-0.25%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 121753.35M |
| 52 Week High | 24.27 |
| 52 Week Low | 20.591 |
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Key Data
| Symbol | RIDEX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 24.2 |
| Price Yesterday | 24.26 |
| Market Cap | 121,753.35 |
| YTD Return | 4.97% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0062 |
Overview
| 52 Week High | 24.27 |
|---|---|
| 52 Week Low | 20.59 |
| Market Cap | 121,753.35M |
| Shares Outstanding | 5,031.13M |
| Income Dividend Yield | 2.77% |
| Long Term Dividend Yield | 0.73% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.51% |
Returns Annualized
| One Day | -46.45% |
|---|---|
| Five Days | 45.74% |
| One Months | 15.02% |
| Three Months | 5.33% |
| Six Months | 11.42% |
| Nine Months | 19.90% |
| One Year | 11.83% |
| Three Years | 3.58% |
| Five Years | 6.82% |
| Ten Years | 6.25% |
| YTD | 9.86% |
| Since Inception | 7.30% |
Returns Total
| One Day | -0.25% |
|---|---|
| Five Days | 0.75% |
| One Month | 1.12% |
| Three Months | 1.28% |
| Six Months | 5.46% |
| Nine Months | 14.40% |
| One Year | 11.82% |
| Three Years | 11.07% |
| Five Years | 38.98% |
| Ten Years | 82.99% |
| YTD | 4.97% |
| Since Inception | 371.37% |
Yearly Returns
| 2024 | 4.97% |
|---|---|
| 2023 | 7.56% |
| 2022 | -6.50% |
| 2021 | 17.36% |
| 2020 | 4.89% |
| 2019 | 18.90% |
| 2018 | -5.20% |
| 2017 | 13.32% |
| 2016 | 10.52% |
| 2015 | -1.60% |
Risk against SP-DA
| Alpha | -6.40% |
|---|---|
| Beta | 0.55 |
| Correlation | 78.80% |
| Downside Deviation | 1.98% |
| Coefficient of determination | 62.10% |
| Standard Deviation | 2.25% |
| Sharpe Ratio | -2.17 |
| Sortino | -8.52 |
| Treynor | 11.72 |
| Ulcer Index | 2.64 |
| Ulcer Performance Index | -6.39 |