RIRCX
American Funds Capital Income Bldr-R3
$68.87
-0.13 (-0.19%)
Currency in USD / Last Updated: 7/9/2024
| Category | World |
|---|---|
| Market Cap | 104432.406M |
| 52 Week High | 69 |
| 52 Week Low | 58.207 |
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Key Data
| Symbol | RIRCX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 68.87 |
| Price Yesterday | 69 |
| Market Cap | 104,432.41 |
| YTD Return | 5.16% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0092 |
Overview
| 52 Week High | 69.00 |
|---|---|
| 52 Week Low | 58.21 |
| Market Cap | 104,432.41M |
| Shares Outstanding | 1,516.37M |
| Income Dividend Yield | 2.27% |
| Long Term Dividend Yield | 0.81% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.08% |
Returns Annualized
| One Day | -37.85% |
|---|---|
| Five Days | 57.81% |
| One Months | 17.28% |
| Three Months | 9.25% |
| Six Months | 11.70% |
| Nine Months | 21.08% |
| One Year | 11.98% |
| Three Years | 3.24% |
| Five Years | 5.76% |
| Ten Years | 4.69% |
| YTD | 10.25% |
| Since Inception | 6.23% |
Returns Total
| One Day | -0.19% |
|---|---|
| Five Days | 0.91% |
| One Month | 1.27% |
| Three Months | 2.20% |
| Six Months | 5.59% |
| Nine Months | 15.23% |
| One Year | 11.97% |
| Three Years | 10.00% |
| Five Years | 32.21% |
| Ten Years | 58.03% |
| YTD | 5.16% |
| Since Inception | 278.55% |
Yearly Returns
| 2024 | 5.16% |
|---|---|
| 2023 | 8.62% |
| 2022 | -7.43% |
| 2021 | 14.64% |
| 2020 | 2.94% |
| 2019 | 16.98% |
| 2018 | -7.36% |
| 2017 | 13.82% |
| 2016 | 6.55% |
| 2015 | -3.28% |
Risk against SP-DA
| Alpha | -6.73% |
|---|---|
| Beta | 0.57 |
| Correlation | 79.61% |
| Downside Deviation | 2.29% |
| Coefficient of determination | 63.37% |
| Standard Deviation | 2.31% |
| Sharpe Ratio | -2.09 |
| Sortino | -7.29 |
| Treynor | 11.56 |
| Ulcer Index | 2.97 |
| Ulcer Performance Index | -5.63 |