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American Funds AMCAP R3 (RAFCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.19+0.11 (+0.27%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.21%
5-year average return11.53%
Number of years up18
Number of years down3
Best 1-yr total return (24 Jun 2024)38.76%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return38.76%
Worst 3-yr total return1.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRAFCXCategory
YTD8.64%12.38%
1-month3.34%5.09%
3-month0.69%10.28%
1-year25.88%41.70%
3-year4.12%22.56%
5-year11.74%21.98%
10-year9.99%15.99%
Last bull market30.21%25.99%
Last bear market-19.66%-17.29%

Annual total return (%) history

Year
RAFCXCategory
2024
N/AN/A
2023
30.59%N/A
2022
-29.01%N/A
2021
23.25%N/A
2020
21.02%35.86%
2019
25.89%31.90%
2018
-2.13%-2.09%
2017
21.66%27.67%
2016
8.66%3.23%
2015
0.47%3.60%
2014
11.75%10.00%
2013
36.37%33.92%
2012
15.39%15.34%
2011
0.00%-2.46%
2010
13.60%15.53%
2009
38.76%35.68%
2008
-37.83%-40.67%
2007
7.09%13.35%
2006
8.25%7.05%
2005
6.60%6.71%
2004
9.30%7.81%
2003
29.10%28.66%
2002
N/A-27.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.63%N/AN/AN/A
20239.98%8.56%-4.19%14.17%
2022-12.49%-19.66%-4.15%5.35%
20214.62%7.96%1.47%7.54%
2020-17.35%23.06%6.09%12.16%
201912.60%2.97%-2.19%11.01%
20183.21%4.84%5.68%-14.41%
20175.82%2.86%5.53%5.92%
20160.36%1.56%4.83%1.70%
20152.33%1.77%-8.51%5.44%
20142.90%5.57%-0.46%3.34%
201310.29%3.05%9.44%9.64%
201212.77%-4.05%5.09%1.47%
20115.22%0.77%-14.18%9.89%
20105.61%-12.24%10.29%11.12%
2009-5.12%18.50%16.11%6.29%
2008-10.08%-4.68%-6.39%-22.51%
20071.97%5.91%2.68%-3.42%
20063.17%-2.66%2.44%5.23%
2005-2.81%3.06%2.22%4.10%
20042.51%1.69%-3.09%8.20%
2003-0.93%15.51%2.63%9.91%
2002-14.35%7.25%N/AN/A

Rank in category (by total return)

YTD78
1-month83
3-month75
1-year80
3-year77
5-year87

Load adjusted returns

1-year25.88%
3-year4.12%
5-year11.74%
10-year9.99%