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Capital Group US Equity (CUSEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.27+0.34 (+1.03%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.06%
5-year average return12.48%
Number of years up10
Number of years down2
Best 1-yr total return (5 May 2024)32.52%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return32.52%
Worst 3-yr total return6.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCUSEXCategory
YTD5.82%12.38%
1-month-3.50%5.09%
3-month4.17%10.28%
1-year18.69%41.70%
3-year7.58%22.56%
5-year11.91%21.98%
10-year11.32%15.99%
Last bull market23.40%25.99%
Last bear market-12.32%-17.29%

Annual total return (%) history

Year
CUSEXCategory
2024
N/AN/A
2023
18.83%N/A
2022
-12.58%N/A
2021
22.95%N/A
2020
15.67%35.86%
2019
32.52%31.90%
2018
-3.29%-2.09%
2017
20.61%27.67%
2016
10.07%3.23%
2015
1.82%3.60%
2014
8.10%10.00%
2013
30.78%33.92%
2012
12.44%15.34%
2011
N/A-2.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.65%N/AN/AN/A
20233.30%6.60%-3.55%11.88%
2022-4.51%-12.32%-5.12%10.05%
20212.89%9.02%0.47%9.10%
2020-14.57%18.27%5.63%8.37%
201914.45%4.81%2.12%8.18%
2018-0.38%3.33%6.17%-11.51%
20176.80%4.04%4.00%4.38%
20161.35%3.56%3.21%1.60%
20152.97%-0.18%-6.98%6.50%
20140.51%4.56%-0.48%3.36%
201310.73%0.55%7.06%9.71%
20129.54%-4.61%7.01%0.56%
2011-14.86%11.71%N/AN/A

Rank in category (by total return)

YTD63
1-month5
3-month42
1-year92
3-year19
5-year68

Load adjusted returns

1-year18.69%
3-year7.58%
5-year11.91%
10-year11.32%