RIRBX
American Funds Capital Income Bldr-R2
$68.90
-0.13 (-0.19%)
Currency in USD / Last Updated: 7/9/2024
| Category | World |
|---|---|
| Market Cap | 104416.574M |
| 52 Week High | 69.03 |
| 52 Week Low | 58.419 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | RIRBX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 68.9 |
| Price Yesterday | 69.03 |
| Market Cap | 104,416.57 |
| YTD Return | 4.93% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0137 |
Overview
| 52 Week High | 69.03 |
|---|---|
| 52 Week Low | 58.42 |
| Market Cap | 104,416.57M |
| Shares Outstanding | 1,515.48M |
| Income Dividend Yield | 1.84% |
| Long Term Dividend Yield | 0.81% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.65% |
Returns Annualized
| One Day | -37.84% |
|---|---|
| Five Days | 56.62% |
| One Months | 16.54% |
| Three Months | 8.70% |
| Six Months | 11.20% |
| Nine Months | 20.53% |
| One Year | 11.48% |
| Three Years | 2.78% |
| Five Years | 5.28% |
| Ten Years | 4.23% |
| YTD | 9.78% |
| Since Inception | 5.75% |
Returns Total
| One Day | -0.19% |
|---|---|
| Five Days | 0.89% |
| One Month | 1.22% |
| Three Months | 2.07% |
| Six Months | 5.36% |
| Nine Months | 14.85% |
| One Year | 11.47% |
| Three Years | 8.53% |
| Five Years | 29.27% |
| Ten Years | 51.20% |
| YTD | 4.93% |
| Since Inception | 242.29% |
Yearly Returns
| 2024 | 4.93% |
|---|---|
| 2023 | 8.13% |
| 2022 | -7.86% |
| 2021 | 14.14% |
| 2020 | 2.48% |
| 2019 | 16.46% |
| 2018 | -7.78% |
| 2017 | 13.31% |
| 2016 | 6.09% |
| 2015 | -3.69% |
Risk against SP-DA
| Alpha | -7.13% |
|---|---|
| Beta | 0.57 |
| Correlation | 79.04% |
| Downside Deviation | 2.26% |
| Coefficient of determination | 62.48% |
| Standard Deviation | 2.31% |
| Sharpe Ratio | -2.16 |
| Sortino | -7.61 |
| Treynor | 10.76 |
| Ulcer Index | 3.02 |
| Ulcer Performance Index | -5.71 |