RIRFX
American Funds Capital Income Bldr-R5
$68.85
-0.13 (-0.19%)
Currency in USD / Last Updated: 7/9/2024
| Category | World |
|---|---|
| Market Cap | 104432.366M |
| 52 Week High | 68.98 |
| 52 Week Low | 57.95 |
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Key Data
| Symbol | RIRFX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 68.85 |
| Price Yesterday | 68.98 |
| Market Cap | 104,432.37 |
| YTD Return | 5.49% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0032 |
Overview
| 52 Week High | 68.98 |
|---|---|
| 52 Week Low | 57.95 |
| Market Cap | 104,432.37M |
| Shares Outstanding | 1,516.81M |
| Income Dividend Yield | 2.84% |
| Long Term Dividend Yield | 0.81% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.65% |
Returns Annualized
| One Day | -37.87% |
|---|---|
| Five Days | 59.00% |
| One Months | 17.99% |
| Three Months | 9.85% |
| Six Months | 12.38% |
| Nine Months | 21.81% |
| One Year | 12.66% |
| Three Years | 3.87% |
| Five Years | 6.40% |
| Ten Years | 5.33% |
| YTD | 10.92% |
| Since Inception | 6.90% |
Returns Total
| One Day | -0.19% |
|---|---|
| Five Days | 0.92% |
| One Month | 1.32% |
| Three Months | 2.34% |
| Six Months | 5.90% |
| Nine Months | 15.75% |
| One Year | 12.65% |
| Three Years | 11.99% |
| Five Years | 36.25% |
| Ten Years | 67.84% |
| YTD | 5.49% |
| Since Inception | 334.30% |
Yearly Returns
| 2024 | 5.49% |
|---|---|
| 2023 | 9.26% |
| 2022 | -6.87% |
| 2021 | 15.34% |
| 2020 | 3.57% |
| 2019 | 17.69% |
| 2018 | -6.80% |
| 2017 | 14.49% |
| 2016 | 7.20% |
| 2015 | -2.70% |
Risk against SP-DA
| Alpha | -6.14% |
|---|---|
| Beta | 0.57 |
| Correlation | 80.11% |
| Downside Deviation | 2.27% |
| Coefficient of determination | 64.17% |
| Standard Deviation | 2.31% |
| Sharpe Ratio | -2.01 |
| Sortino | -7.09 |
| Treynor | 12.66 |
| Ulcer Index | 2.91 |
| Ulcer Performance Index | -5.52 |