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American Funds Moderate Gr & Inc F-2 (BLPEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.94-0.05 (-0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.94%
5-year average return7.88%
Number of years up9
Number of years down2
Best 1-yr total return (20 Jun 2024)19.75%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return19.75%
Worst 3-yr total return3.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBLPEXCategory
YTD4.98%9.69%
1-month2.98%0.91%
3-month2.42%5.21%
1-year15.74%27.06%
3-year3.07%11.00%
5-year8.47%10.26%
10-year7.06%8.34%
Last bull market18.10%15.58%
Last bear market-10.87%-12.16%

Annual total return (%) history

Year
BLPEXCategory
2024
N/AN/A
2023
14.07%N/A
2022
-13.32%N/A
2021
14.11%N/A
2020
13.36%11.72%
2019
19.75%19.23%
2018
-4.37%-5.76%
2017
16.94%13.21%
2016
6.24%7.34%
2015
0.80%-1.93%
2014
6.83%6.21%
2013
18.45%16.48%
2012
N/A11.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.27%N/AN/AN/A
20233.46%3.54%-3.27%10.08%
2022-4.90%-10.87%-5.98%8.76%
20213.37%5.10%-0.48%5.54%
2020-12.69%12.89%5.05%9.49%
20198.76%3.02%0.42%6.44%
2018-0.32%0.95%2.05%-6.88%
20174.99%3.60%3.67%3.70%
20161.37%2.37%2.79%-0.40%
20151.88%-0.38%-4.21%3.68%
20141.57%3.40%-0.34%2.07%
20135.43%1.09%4.77%6.07%
20124.74%2.01%N/AN/A

Rank in category (by total return)

YTD50
1-month62
3-month46
1-year37
3-year39
5-year30

Load adjusted returns

1-year15.74%
3-year3.07%
5-year8.47%
10-year7.06%