Canada markets closed

American Funds Invmt Co of Amer R5E (RICHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
53.57-0.96 (-1.76%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.70%
5-Year Average Return12.97%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Apr 28, 2024)28.69%
Worst 1 Yr Total Return (Apr 28, 2024)N/A
Best 3-Yr Total Return28.69%
Worst 3-Yr Total Return6.71%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRICHXCategory
YTD10.49%14.84%
1-Month3.52%1.65%
3-Month10.49%7.55%
1-Year33.66%40.47%
3-Year12.08%16.77%
5-Year14.10%16.15%
10-Year11.60%13.21%
Last Bull Market36.60%24.09%
Last Bear Market-15.41%-17.61%

Annual Total Return (%) History

Year
RICHXCategory
2024
N/AN/A
2023
28.69%N/A
2022
-15.38%N/A
2021
25.21%N/A
2020
14.69%15.83%
2019
24.72%28.78%
2018
-6.35%-6.27%
2017
19.89%20.44%
2016
14.69%10.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.49%N/AN/AN/A
20236.38%8.92%-2.33%13.70%
2022-4.66%-15.41%-5.71%11.28%
20217.01%6.70%0.58%9.03%
2020-19.05%19.24%6.72%11.33%
201911.42%2.20%-0.03%9.57%
2018-1.26%3.41%4.79%-12.47%
20175.72%2.44%4.23%6.21%
20163.09%3.95%3.80%3.11%

Rank In Category (By Total Return)

YTD42
1-Month37
3-Month42
1-Year11
3-Year14
5-Year51

Load Adjusted Returns

1-Year33.66%
3-Year12.08%
5-Year14.10%
10-Year11.60%