RIRGX
American Funds Capital Income Bldr-R6
$68.82
-0.12 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
Category | World |
---|---|
Market Cap | 104448.114M |
52 Week High | 68.94 |
52 Week Low | 57.901 |
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Key Data
Symbol | RIRGX |
---|---|
Type | Mutual Fund |
Category | World |
Price | 68.82 |
Price Yesterday | 68.94 |
Market Cap | 104,448.11 |
YTD Return | 5.53% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0027 |
Overview
52 Week High | 68.94 |
---|---|
52 Week Low | 57.90 |
Market Cap | 104,448.11M |
Shares Outstanding | 1,517.70M |
Income Dividend Yield | 2.89% |
Long Term Dividend Yield | 0.81% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.70% |
Returns Annualized
One Day | -35.56% |
---|---|
Five Days | 60.22% |
One Months | 18.15% |
Three Months | 9.97% |
Six Months | 12.47% |
Nine Months | 21.87% |
One Year | 12.73% |
Three Years | 3.92% |
Five Years | 6.45% |
Ten Years | 5.38% |
YTD | 11.01% |
Since Inception | 8.13% |
Returns Total
One Day | -0.17% |
---|---|
Five Days | 0.94% |
One Month | 1.33% |
Three Months | 2.36% |
Six Months | 5.95% |
Nine Months | 15.79% |
One Year | 12.72% |
Three Years | 12.17% |
Five Years | 36.58% |
Ten Years | 68.65% |
YTD | 5.53% |
Since Inception | 226.70% |
Yearly Returns
2024 | 5.53% |
---|---|
2023 | 9.32% |
2022 | -6.83% |
2021 | 15.39% |
2020 | 3.60% |
2019 | 17.75% |
2018 | -6.74% |
2017 | 14.56% |
2016 | 7.23% |
2015 | -2.64% |
Risk against SP-DA
Alpha | -6.09% |
---|---|
Beta | 0.58 |
Correlation | 80.31% |
Downside Deviation | 2.26% |
Coefficient of determination | 64.49% |
Standard Deviation | 2.31% |
Sharpe Ratio | -2 |
Sortino | -7.07 |
Treynor | 12.76 |
Ulcer Index | 2.91 |
Ulcer Performance Index | -5.5 |