RIDFX
American Funds Inc Fd of America-R5
$24.26
-0.05 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 121802.183M |
| 52 Week High | 24.312 |
| 52 Week Low | 20.594 |
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Key Data
| Symbol | RIDFX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 24.26 |
| Price Yesterday | 24.31 |
| Market Cap | 121,802.18 |
| YTD Return | 5.16% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0031 |
Overview
| 52 Week High | 24.31 |
|---|---|
| 52 Week Low | 20.59 |
| Market Cap | 121,802.18M |
| Shares Outstanding | 5,020.70M |
| Income Dividend Yield | 3.06% |
| Long Term Dividend Yield | 0.73% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.79% |
Returns Annualized
| One Day | -40.51% |
|---|---|
| Five Days | 48.69% |
| One Months | 15.52% |
| Three Months | 5.82% |
| Six Months | 11.84% |
| Nine Months | 20.28% |
| One Year | 12.19% |
| Three Years | 3.90% |
| Five Years | 7.15% |
| Ten Years | 6.57% |
| YTD | 10.25% |
| Since Inception | 7.63% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | 0.79% |
| One Month | 1.15% |
| Three Months | 1.40% |
| Six Months | 5.65% |
| Nine Months | 14.67% |
| One Year | 12.18% |
| Three Years | 12.11% |
| Five Years | 41.14% |
| Ten Years | 88.65% |
| YTD | 5.16% |
| Since Inception | 404.26% |
Yearly Returns
| 2024 | 5.16% |
|---|---|
| 2023 | 7.87% |
| 2022 | -6.20% |
| 2021 | 17.68% |
| 2020 | 5.26% |
| 2019 | 19.22% |
| 2018 | -4.86% |
| 2017 | 13.57% |
| 2016 | 10.89% |
| 2015 | -1.29% |
Risk against SP-DA
| Alpha | -6.07% |
|---|---|
| Beta | 0.55 |
| Correlation | 79.32% |
| Downside Deviation | 1.96% |
| Coefficient of determination | 62.92% |
| Standard Deviation | 2.24% |
| Sharpe Ratio | -2.13 |
| Sortino | -8.45 |
| Treynor | 12.34 |
| Ulcer Index | 2.62 |
| Ulcer Performance Index | -6.31 |