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American Funds AMCAP R5E (RAEFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.73-0.52 (-1.29%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.15%
5-Year Average Return10.35%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Apr 17, 2024)31.24%
Worst 1 Yr Total Return (Apr 17, 2024)N/A
Best 3-Yr Total Return31.24%
Worst 3-Yr Total Return2.44%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRAEFXCategory
YTD10.76%12.38%
1-Month2.56%5.09%
3-Month10.76%10.28%
1-Year32.00%41.70%
3-Year7.03%22.56%
5-Year11.89%21.98%
10-Year11.03%15.99%
Last Bull Market37.05%25.99%
Last Bear Market-19.54%-17.29%

Annual Total Return (%) History

Year
RAEFXCategory
2024
N/AN/A
2023
31.24%N/A
2022
-28.66%N/A
2021
23.89%N/A
2020
21.64%35.86%
2019
26.52%31.90%
2018
-1.70%-2.09%
2017
22.27%27.67%
2016
9.15%3.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.76%N/AN/AN/A
202310.12%8.70%-4.08%14.30%
2022-12.39%-19.54%-4.05%5.48%
20214.78%8.08%1.61%7.66%
2020-17.23%23.24%6.20%12.28%
201912.75%3.12%-2.11%11.16%
20183.36%4.96%5.82%-14.37%
20176.02%2.98%5.66%5.99%
20160.46%1.67%4.96%1.81%

Rank In Category (By Total Return)

YTD65
1-Month30
3-Month65
1-Year73
3-Year70
5-Year87

Load Adjusted Returns

1-Year32.00%
3-Year7.03%
5-Year11.89%
10-Year11.03%