RINFX
American Funds Conservative Gr & Inc-R5
$13.09
-0.02 (-0.15%)
Currency in USD / Last Updated: 7/9/2024
| Category | Conservative |
|---|---|
| Market Cap | 7551.333M |
| 52 Week High | 13.11 |
| 52 Week Low | 11.209 |
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Key Data
| Symbol | RINFX |
|---|---|
| Type | Mutual Fund |
| Category | Conservative |
| Price | 13.09 |
| Price Yesterday | 13.11 |
| Market Cap | 7,551.33 |
| YTD Return | 5.15% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0034 |
Overview
| 52 Week High | 13.11 |
|---|---|
| 52 Week Low | 11.21 |
| Market Cap | 7,551.33M |
| Shares Outstanding | 576.88M |
| Income Dividend Yield | 4.14% |
| Long Term Dividend Yield | 0.87% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.01% |
Returns Annualized
| One Day | -31.96% |
|---|---|
| Five Days | 59.14% |
| One Months | 19.66% |
| Three Months | 9.33% |
| Six Months | 11.83% |
| Nine Months | 20.07% |
| One Year | 12.69% |
| Three Years | 2.73% |
| Five Years | 5.25% |
| Ten Years | 5.28% |
| YTD | 10.23% |
| Since Inception | 6.58% |
Returns Total
| One Day | -0.15% |
|---|---|
| Five Days | 0.93% |
| One Month | 1.43% |
| Three Months | 2.22% |
| Six Months | 5.65% |
| Nine Months | 14.52% |
| One Year | 12.68% |
| Three Years | 8.37% |
| Five Years | 29.08% |
| Ten Years | 67.07% |
| YTD | 5.15% |
| Since Inception | 116.08% |
Yearly Returns
| 2024 | 5.15% |
|---|---|
| 2023 | 9.76% |
| 2022 | -9.77% |
| 2021 | 13.24% |
| 2020 | 3.81% |
| 2019 | 16.18% |
| 2018 | -3.35% |
| 2017 | 11.85% |
| 2016 | 10.27% |
| 2015 | -2.32% |
Risk against SP-DA
| Alpha | -4.20% |
|---|---|
| Beta | 0.49 |
| Correlation | 87.61% |
| Downside Deviation | 1.94% |
| Coefficient of determination | 76.75% |
| Standard Deviation | 1.81% |
| Sharpe Ratio | -2.55 |
| Sortino | -8.25 |
| Treynor | 14.83 |
| Ulcer Index | 2.04 |
| Ulcer Performance Index | -7.87 |