RIRAX
American Funds Capital Income Bldr-R1
$68.96
-0.12 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
| Category | World |
|---|---|
| Market Cap | 104431.643M |
| 52 Week High | 69.08 |
| 52 Week Low | 58.462 |
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Key Data
| Symbol | RIRAX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 68.96 |
| Price Yesterday | 69.08 |
| Market Cap | 104,431.64 |
| YTD Return | 4.93% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0137 |
Overview
| 52 Week High | 69.08 |
|---|---|
| 52 Week Low | 58.46 |
| Market Cap | 104,431.64M |
| Shares Outstanding | 1,514.38M |
| Income Dividend Yield | 1.83% |
| Long Term Dividend Yield | 0.81% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.64% |
Returns Annualized
| One Day | -35.51% |
|---|---|
| Five Days | 57.72% |
| One Months | 16.65% |
| Three Months | 8.79% |
| Six Months | 11.24% |
| Nine Months | 20.56% |
| One Year | 11.50% |
| Three Years | 2.79% |
| Five Years | 5.29% |
| Ten Years | 4.23% |
| YTD | 9.79% |
| Since Inception | 5.62% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | 0.91% |
| One Month | 1.23% |
| Three Months | 2.09% |
| Six Months | 5.37% |
| Nine Months | 14.86% |
| One Year | 11.48% |
| Three Years | 8.55% |
| Five Years | 29.31% |
| Ten Years | 51.13% |
| YTD | 4.93% |
| Since Inception | 233.75% |
Yearly Returns
| 2024 | 4.93% |
|---|---|
| 2023 | 8.14% |
| 2022 | -7.84% |
| 2021 | 14.13% |
| 2020 | 2.47% |
| 2019 | 16.47% |
| 2018 | -7.78% |
| 2017 | 13.30% |
| 2016 | 6.07% |
| 2015 | -3.69% |
Risk against SP-DA
| Alpha | -7.12% |
|---|---|
| Beta | 0.57 |
| Correlation | 79.12% |
| Downside Deviation | 2.28% |
| Coefficient of determination | 62.60% |
| Standard Deviation | 2.31% |
| Sharpe Ratio | -2.15 |
| Sortino | -7.56 |
| Treynor | 10.78 |
| Ulcer Index | 3.02 |
| Ulcer Performance Index | -5.71 |