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American Funds AMCAP R5 (RAFFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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41.54-0.06 (-0.14%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.50%
5-Year Average Return10.41%
Number of Years Up18
Number of Years Down3
Best 1 Yr Total Return (Apr 22, 2024)39.65%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return39.65%
Worst 3-Yr Total Return2.54%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRAFFXCategory
YTD10.78%12.38%
1-Month2.56%5.09%
3-Month10.78%10.28%
1-Year32.13%41.70%
3-Year7.13%22.56%
5-Year12.00%21.98%
10-Year11.16%15.99%
Last Bull Market37.14%25.99%
Last Bear Market-19.52%-17.29%

Annual Total Return (%) History

Year
RAFFXCategory
2024
N/AN/A
2023
31.37%N/A
2022
-28.59%N/A
2021
23.99%N/A
2020
21.77%35.86%
2019
26.67%31.90%
2018
-1.66%-2.09%
2017
22.34%27.67%
2016
9.33%3.23%
2015
1.07%3.60%
2014
12.39%10.00%
2013
37.23%33.92%
2012
16.09%15.34%
2011
0.60%-2.46%
2010
14.29%15.53%
2009
39.65%35.68%
2008
-37.45%-40.67%
2007
7.76%13.35%
2006
8.91%7.05%
2005
7.25%6.71%
2004
10.07%7.81%
2003
30.02%28.66%
2002
N/A-27.64%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.78%N/AN/AN/A
202310.15%8.71%-4.03%14.32%
2022-12.37%-19.52%-4.04%5.51%
20214.80%8.10%1.63%7.69%
2020-17.19%23.21%6.26%12.32%
201912.80%3.14%-2.08%11.19%
20183.36%5.00%5.84%-14.38%
20175.99%2.98%5.67%6.07%
20160.50%1.73%5.02%1.83%
20152.48%1.93%-8.38%5.60%
20143.05%5.70%-0.28%3.46%
201310.45%3.22%9.60%9.83%
201212.95%-3.91%5.20%1.68%
20115.34%0.96%-14.05%10.06%
20105.75%-12.08%10.39%11.35%
2009-5.02%18.75%16.25%6.51%
2008-9.95%-4.56%-6.24%-22.38%
20072.09%6.07%2.87%-3.26%
20063.34%-2.53%2.56%5.43%
2005-2.67%3.19%2.47%4.21%
20042.73%1.85%-2.94%8.40%
2003-0.69%15.65%2.82%10.11%
2002-14.27%7.42%N/AN/A

Rank In Category (By Total Return)

YTD65
1-Month31
3-Month65
1-Year73
3-Year69
5-Year86

Load Adjusted Returns

1-Year32.13%
3-Year7.13%
5-Year12.00%
10-Year11.16%