RPPCX
American Funds Preservation-R3
$9.36
0.01 (0.11%)
Currency in USD / Last Updated: 7/9/2024
| Category | Short Term Bond |
|---|---|
| Market Cap | 1893.107M |
| 52 Week High | 9.36 |
| 52 Week Low | 8.893 |
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Key Data
| Symbol | RPPCX |
|---|---|
| Type | Mutual Fund |
| Category | Short Term Bond |
| Price | 9.36 |
| Price Yesterday | 9.35 |
| Market Cap | 1,893.11 |
| YTD Return | 1.19% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0049 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0091 |
Overview
| 52 Week High | 9.36 |
|---|---|
| 52 Week Low | 8.89 |
| Market Cap | 1,893.11M |
| Shares Outstanding | 202.26M |
| Income Dividend Yield | 3.54% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.54% |
Returns Annualized
| One Day | 30.95% |
|---|---|
| Five Days | 38.33% |
| One Months | 12.50% |
| Three Months | 5.34% |
| Six Months | 2.89% |
| Nine Months | 5.73% |
| One Year | 4.98% |
| Three Years | -0.68% |
| Five Years | 0.76% |
| Ten Years | 0.90% |
| YTD | 2.32% |
| Since Inception | 0.84% |
Returns Total
| One Day | 0.11% |
|---|---|
| Five Days | 0.65% |
| One Month | 0.94% |
| Three Months | 1.29% |
| Six Months | 1.41% |
| Nine Months | 4.22% |
| One Year | 4.98% |
| Three Years | -2.02% |
| Five Years | 3.84% |
| Ten Years | 9.36% |
| YTD | 1.19% |
| Since Inception | 10.69% |
Yearly Returns
| 2024 | 1.19% |
|---|---|
| 2023 | 3.93% |
| 2022 | -6.39% |
| 2021 | -0.90% |
| 2020 | 5.38% |
| 2019 | 3.62% |
| 2018 | 0.64% |
| 2017 | 0.69% |
| 2016 | 0.99% |
| 2015 | 0.18% |
Risk against SP-DA
| Alpha | -5.19% |
|---|---|
| Beta | 0.21 |
| Correlation | 71.76% |
| Downside Deviation | 0.51% |
| Coefficient of determination | 51.50% |
| Standard Deviation | 0.92% |
| Sharpe Ratio | -7.44 |
| Sortino | -46.94 |
| Treynor | -1.92 |
| Ulcer Index | 0.61 |
| Ulcer Performance Index | -38.84 |