RIREX
American Funds Capital Income Bldr-R4
$68.82
-0.13 (-0.19%)
Currency in USD / Last Updated: 7/9/2024
| Category | World |
|---|---|
| Market Cap | 104432.973M |
| 52 Week High | 68.95 |
| 52 Week Low | 58.05 |
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Key Data
| Symbol | RIREX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 68.82 |
| Price Yesterday | 68.95 |
| Market Cap | 104,432.97 |
| YTD Return | 5.33% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0062 |
Overview
| 52 Week High | 68.95 |
|---|---|
| 52 Week Low | 58.05 |
| Market Cap | 104,432.97M |
| Shares Outstanding | 1,517.48M |
| Income Dividend Yield | 2.55% |
| Long Term Dividend Yield | 0.81% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.36% |
Returns Annualized
| One Day | -37.88% |
|---|---|
| Five Days | 57.86% |
| One Months | 17.51% |
| Three Months | 9.51% |
| Six Months | 12.04% |
| Nine Months | 21.45% |
| One Year | 12.32% |
| Three Years | 3.56% |
| Five Years | 6.08% |
| Ten Years | 5.01% |
| YTD | 10.60% |
| Since Inception | 6.43% |
Returns Total
| One Day | -0.19% |
|---|---|
| Five Days | 0.91% |
| One Month | 1.29% |
| Three Months | 2.26% |
| Six Months | 5.75% |
| Nine Months | 15.49% |
| One Year | 12.31% |
| Three Years | 10.99% |
| Five Years | 34.20% |
| Ten Years | 62.85% |
| YTD | 5.33% |
| Since Inception | 295.47% |
Yearly Returns
| 2024 | 5.33% |
|---|---|
| 2023 | 8.94% |
| 2022 | -7.16% |
| 2021 | 14.99% |
| 2020 | 3.26% |
| 2019 | 17.33% |
| 2018 | -7.08% |
| 2017 | 14.15% |
| 2016 | 6.87% |
| 2015 | -2.98% |
Risk against SP-DA
| Alpha | -6.43% |
|---|---|
| Beta | 0.57 |
| Correlation | 79.88% |
| Downside Deviation | 2.27% |
| Coefficient of determination | 63.80% |
| Standard Deviation | 2.31% |
| Sharpe Ratio | -2.05 |
| Sortino | -7.21 |
| Treynor | 12.12 |
| Ulcer Index | 2.94 |
| Ulcer Performance Index | -5.57 |