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American Funds Invmt Co of Amer R5E (RICHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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56.46+0.10 (+0.18%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.54%
5-Year Average Return14.59%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 19, 2024)28.69%
Worst 1 Yr Total Return (May 19, 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
YTD6.78%5.31%
1-Month-3.36%-4.19%
3-Month5.42%3.90%
1-Year26.31%20.31%
3-Year9.35%6.48%
5-Year12.59%11.78%
10-Year11.11%10.96%
Last Bull Market27.34%25.56%
Last Bear Market-15.41%-15.11%

Annual Total Return (%) History

Year
RICHXCategory
2024
N/AN/A
2023
28.69%22.32%
2022
-15.38%-16.96%
2021
25.21%26.07%
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)

YTD23
1-Month14
3-Month14
1-Year10
3-Year7
5-Year41

Load Adjusted Returns

1-Year26.31%
3-Year9.35%
5-Year12.59%
10-Year11.11%