Canada markets closed

American Funds AMCAP 529A (CAFAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
41.67-0.16 (-0.38%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.33%
5-Year Average Return11.49%
Number of Years Up18
Number of Years Down3
Best 1 Yr Total Return (Jun 27, 2024)39.06%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return39.06%
Worst 3-Yr Total Return2.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCAFAXCategory
YTD8.80%12.38%
1-Month3.37%5.09%
3-Month0.77%10.28%
1-Year26.26%41.70%
3-Year4.41%22.56%
5-Year12.05%21.98%
10-Year10.27%15.99%
Last Bull Market30.37%25.99%
Last Bear Market-19.57%-17.29%

Annual Total Return (%) History

Year
CAFAXCategory
2024
N/AN/A
2023
30.91%N/A
2022
-28.80%N/A
2021
23.61%N/A
2020
21.36%35.86%
2019
26.26%31.90%
2018
-1.97%-2.09%
2017
21.93%27.67%
2016
8.93%3.23%
2015
0.72%3.60%
2014
12.00%10.00%
2013
36.69%33.92%
2012
15.61%15.34%
2011
0.26%-2.46%
2010
13.96%15.53%
2009
39.06%35.68%
2008
-37.67%-40.67%
2007
7.39%13.35%
2006
8.61%7.05%
2005
6.90%6.71%
2004
9.67%7.81%
2003
29.64%28.66%
2002
N/A-27.64%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.72%N/AN/AN/A
202310.03%8.65%-4.14%14.23%
2022-12.43%-19.57%-4.13%5.45%
20214.72%8.03%1.54%7.61%
2020-17.29%23.13%6.18%12.22%
201912.69%3.06%-2.17%11.11%
20183.31%4.90%5.74%-14.45%
20175.90%2.91%5.59%5.96%
20160.43%1.61%4.94%1.72%
20152.37%1.85%-8.45%5.51%
20142.95%5.62%-0.35%3.37%
201310.33%3.10%9.48%9.75%
201212.81%-3.97%5.09%1.55%
20115.28%0.83%-14.11%9.98%
20105.68%-12.17%10.41%11.20%
2009-5.07%18.59%16.13%6.37%
2008-10.00%-4.70%-6.28%-22.47%
20072.00%6.00%2.75%-3.33%
20063.25%-2.59%2.52%5.34%
2005-2.79%3.15%2.37%4.14%
20042.56%1.80%-3.02%8.31%
2003-0.85%15.59%2.76%10.08%
2002-11.35%-14.35%7.42%N/A

Rank In Category (By Total Return)

YTD77
1-Month82
3-Month74
1-Year78
3-Year75
5-Year85

Load Adjusted Returns

1-Year21.84%
3-Year3.18%
5-Year11.25%
10-Year9.87%