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American Funds AMCAP R5E (RAEFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.76+0.74 (+1.85%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.55%
5-year average return10.13%
Number of years up6
Number of years down2
Best 1-yr total return (21 Apr 2024)31.24%
Worst 1-yr total return (21 Apr 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
YTD10.76%12.38%
1-month2.56%5.09%
3-month10.76%10.28%
1-year32.00%41.70%
3-year7.03%22.56%
5-year11.89%21.98%
10-year11.03%15.99%
Last bull market37.05%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)

YTD65
1-month30
3-month65
1-year73
3-year70
5-year87

Load adjusted returns

1-year32.00%
3-year7.03%
5-year11.89%
10-year11.03%