Nasdaq - Delayed Quote • USD
American Funds AMCAP 529E (CAFEX)
At close: April 26 at 8:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 38.69% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CAFEX | Category Average | CAFEX | Category Average | CAFEX | Category Average | |
| Alpha | -4.79 | 0.03 | -3.14 | 0.04 | -2 | 0.01 |
| BETA | 1.06 | 0.01 | 1 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | 0.68 | 0.02 | 1.05 | 0.02 | 0.94 | 0.01 |
| R-squared | 92.78 | 0.89 | 93.58 | 0.87 | 93.16 | 0.87 |
| Standard Deviation | 19.37 | 0.2 | 19 | 0.16 | 15.58 | 0.15 |
| Sharpe Ratio | 0.27 | 0.01 | 0.55 | 0.01 | 0.63 | 0.01 |
| Treynor Ratio | 3.38 | 0.21 | 9.24 | 0.21 | 9.15 | 0.15 |
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