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American Funds AMCAP R5E (RAEFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.53+0.31 (+0.77%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.08%
5-year average return10.44%
Number of years up6
Number of years down2
Best 1-yr total return (2 May 2024)31.24%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return31.24%
Worst 3-yr total return2.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRAEFXCategory
YTD5.30%12.38%
1-month-4.93%5.09%
3-month3.81%10.28%
1-year24.27%41.70%
3-year3.53%22.56%
5-year10.05%21.98%
10-year10.51%15.99%
Last bull market30.49%25.99%
Last bear market-19.54%-17.29%

Annual total return (%) history

Year
RAEFXCategory
2024
N/AN/A
2023
31.24%N/A
2022
-28.66%N/A
2021
23.89%N/A
2020
21.64%35.86%
2019
26.52%31.90%
2018
-1.70%-2.09%
2017
22.27%27.67%
2016
9.15%3.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.76%N/AN/AN/A
202310.12%8.70%-4.08%14.30%
2022-12.39%-19.54%-4.05%5.48%
20214.78%8.08%1.61%7.66%
2020-17.23%23.24%6.20%12.28%
201912.75%3.12%-2.11%11.16%
20183.36%4.96%5.82%-14.37%
20176.02%2.98%5.66%5.99%
20160.46%1.67%4.96%1.81%

Rank in category (by total return)

YTD67
1-month62
3-month53
1-year75
3-year67
5-year85

Load adjusted returns

1-year24.27%
3-year3.53%
5-year10.05%
10-year10.51%