Nasdaq - Delayed Quote USD

American Funds AMCAP 529E (CAFEX)

38.39 +0.40 (+1.05%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.76%
5y Average Return 9.88%
Number of Years Up 18
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 38.69%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 38.69%
Worst 3Y Total Return 1.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CAFEX
Category
YTD
10.65%
12.38%
1-Month
2.53%
5.09%
3-Month
10.65%
10.28%
1-Year
31.41%
41.70%
3-Year
6.55%
22.56%
5-Year
11.39%
21.98%
10-Year
10.54%
15.99%
Last Bull Market
36.51%
25.99%
Last Bear Market
-19.63%
-17.29%

Annual Total Return (%) History

Year
CAFEX
Category
2024
--
--
2023
30.60%
--
2022
-28.97%
--
2021
23.33%
--
2020
21.12%
35.86%
2019
25.93%
31.90%
2018
-2.18%
-2.09%
2017
21.64%
27.67%

2016
8.70%
3.23%
2015
0.51%
3.60%
2014
11.72%
10.00%
2013
36.37%
33.92%
2012
15.32%
15.34%
2011
0.02%
-2.46%
2010
13.53%
15.53%
2009
38.69%
35.68%
2008
-37.85%
-40.67%
2007
7.11%
13.35%
2006
8.22%
7.05%
2005
6.55%
6.71%
2004
9.30%
7.81%
2003
29.17%
28.66%
2002
--
-27.64%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.65% -- -- --
2023 9.97% 8.57% -4.19% 14.17%
2022 -12.50% -19.63% -4.16% 5.38%
2021 4.65% 7.97% 1.48% 7.56%
2020 -17.32% 23.10% 6.10% 12.16%
2019 12.61% 2.99% -2.20% 11.03%
2018 3.23% 4.83% 5.68% -14.46%
2017 5.84% 2.83% 5.52% 5.91%
2016 0.36% 1.57% 4.86% 1.70%
2015 2.35% 1.78% -8.48% 5.42%

2014 2.91% 5.56% -0.43% 3.28%
2013 10.28% 3.06% 9.43% 9.64%
2012 12.76% -4.06% 5.06% 1.48%
2011 5.24% 0.74% -14.18% 9.92%
2010 5.57% -12.20% 10.25% 11.10%
2009 -5.13% 18.47% 16.08% 6.31%
2008 -10.08% -4.74% -6.34% -22.53%
2007 1.97% 5.91% 2.68% -3.41%
2006 3.17% -2.67% 2.44% 5.20%
2005 -2.86% 3.06% 2.28% 4.06%
2004 2.51% 1.69% -3.15% 8.27%
2003 -0.93% 15.50% 2.63% 9.99%
2002 -11.42% -14.43% 7.27% --

Rank in Category (By Total Return)

YTD 66
1-Month 31
3-Month 66
1-Year 75
3-Year 72
5-Year 89

Load Adjusted Returns

1-Year 31.41%
3-Year 6.55%
5-Year 11.39%
10-Year 10.54%

Performance & Risk

YTD Return 6.76%
5y Average Return 9.88%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family American Funds
Net Assets 87.2B
YTD Return 10.65%
Yield 0.16%
Morningstar Rating
Inception Date Aug 01, 2008

Fund Summary

The fund invests primarily in common stocks of U.S. companies that have solid long-term growth records and the potential for good future growth. The basic investment philosophy of the investment adviser is to seek to invest in attractively valued companies that, in its opinion, represent good, long-term investment opportunities.

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