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American Funds Cnsrv Gr & Inc R-5 (RINFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.03-0.02 (-0.18%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.66%
5-Year Average Return5.99%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 24, 2024)16.18%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return16.18%
Worst 3-Yr Total Return3.17%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRINFXCategory
YTD3.42%5.91%
1-Month2.36%0.61%
3-Month2.29%4.02%
1-Year12.26%18.59%
3-Year2.94%8.56%
5-Year6.40%7.44%
10-Year5.56%6.20%
Last Bull Market14.26%11.89%
Last Bear Market-8.00%-8.23%

Annual Total Return (%) History

Year
RINFXCategory
2024
N/AN/A
2023
9.77%N/A
2022
-8.44%N/A
2021
13.24%N/A
2020
5.94%8.86%
2019
16.18%14.81%
2018
-3.35%-5.04%
2017
11.85%9.86%
2016
10.27%6.62%
2015
-2.31%-2.32%
2014
6.83%4.02%
2013
12.73%7.23%
2012
N/A9.40%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.58%N/AN/AN/A
20232.04%1.53%-2.40%8.56%
2022-2.72%-8.00%-5.07%7.78%
20213.94%4.09%-0.35%5.03%
2020-12.23%8.74%3.56%7.18%
20197.19%2.55%1.25%4.39%
2018-1.83%0.93%2.61%-4.94%
20173.65%2.11%3.15%2.45%
20163.63%3.74%1.83%0.72%
20151.18%-0.78%-4.49%1.88%
20142.23%3.58%-0.94%1.84%
20134.98%-0.29%3.19%4.38%
20123.69%1.43%N/AN/A

Rank In Category (By Total Return)

YTD22
1-Month67
3-Month18
1-Year15
3-Year5
5-Year8

Load Adjusted Returns

1-Year12.26%
3-Year2.94%
5-Year6.40%
10-Year5.56%