Nasdaq - Delayed Quote USD

American Funds Income Fund of Amer 529C (CIMCX)

23.66 +0.07 (+0.30%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.95%
5y Average Return 5.78%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 23.46%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 23.46%
Worst 3Y Total Return 4.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CIMCX
Category
YTD
4.10%
11.35%
1-Month
3.57%
0.99%
3-Month
4.10%
5.92%
1-Year
10.45%
32.83%
3-Year
4.32%
11.75%
5-Year
6.52%
11.53%
10-Year
5.78%
8.98%
Last Bull Market
24.90%
17.67%
Last Bear Market
-8.35%
-15.71%

Annual Total Return (%) History

Year
CIMCX
Category
2024
--
--
2023
6.74%
--
2022
-7.17%
--
2021
16.43%
--
2020
4.17%
13.51%
2019
17.96%
21.35%
2018
-5.87%
-7.93%
2017
12.41%
15.80%

2016
9.65%
7.93%
2015
-2.35%
-2.77%
2014
7.45%
5.71%
2013
17.21%
21.31%
2012
10.98%
13.42%
2011
4.69%
-3.80%
2010
11.00%
13.49%
2009
23.46%
29.37%
2008
-29.53%
-34.34%
2007
2.88%
7.43%
2006
19.24%
13.07%
2005
2.46%
7.35%
2004
11.82%
10.93%
2003
24.12%
25.10%
2002
--
-14.51%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.10% -- -- --
2023 0.61% 1.18% -3.35% 8.50%
2022 -1.53% -8.35% -6.53% 10.04%
2021 5.79% 4.51% -1.37% 6.77%
2020 -16.37% 9.51% 4.73% 8.60%
2019 7.60% 2.41% 1.60% 5.35%
2018 -2.18% 0.37% 2.64% -6.60%
2017 3.43% 1.70% 3.51% 3.25%
2016 2.80% 3.32% 1.76% 1.45%
2015 0.74% -1.51% -5.81% 4.48%

2014 2.45% 3.92% -0.76% 1.71%
2013 6.37% 0.43% 3.71% 5.79%
2012 5.08% 0.00% 4.31% 1.25%
2011 4.81% 0.88% -8.55% 8.27%
2010 2.81% -6.50% 10.31% 4.69%
2009 -8.18% 12.00% 13.95% 5.36%
2008 -6.91% -2.91% -7.69% -15.54%
2007 1.92% 3.99% 0.61% -3.52%
2006 4.72% 1.52% 5.35% 6.46%
2005 -1.57% 1.82% 1.98% 0.24%
2004 1.67% -0.04% 2.46% 7.38%
2003 -1.36% 11.08% 2.25% 10.78%
2002 -3.79% -10.48% 6.77% --

Rank in Category (By Total Return)

YTD 96
1-Month 12
3-Month 96
1-Year 96
3-Year 64
5-Year 89

Load Adjusted Returns

1-Year 9.45%
3-Year 4.32%
5-Year 6.52%
10-Year 5.78%

Performance & Risk

YTD Return 1.95%
5y Average Return 5.78%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family American Funds
Net Assets 123.58B
YTD Return 4.10%
Yield 2.79%
Morningstar Rating
Inception Date Feb 15, 2002

Fund Summary

Normally the fund invests primarily in income-producing securities. These include equity securities, such as dividend-paying common stocks, and debt securities, such as interest-paying bonds. Generally at least 60% of the fund's assets will be invested in common stocks and other equity-type securities. The fund may also invest up to 30% of its assets in common stocks and other equity-type securities of issuers domiciled outside the United States, including issuers in developing countries.

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