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American Funds AMCAP R2E (RAEBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
33.43+0.26 (+0.78%)
At close: 08:05AM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.45%
5-Year Average Return5.33%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Sep 27, 2023)25.74%
Worst 1 Yr Total Return (Sep 27, 2023)N/A
Best 3-Yr Total Return25.74%
Worst 3-Yr Total Return1.77%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRAEBXCategory
YTD14.45%12.38%
1-Month-3.27%5.09%
3-Month-2.90%10.28%
1-Year16.81%41.70%
3-Year3.98%22.56%
5-Year5.33%21.98%
10-Year0.00%15.99%
Last Bull Market36.26%25.99%
Last Bear Market-19.68%-17.29%

Annual Total Return (%) History

Year
RAEBXCategory
2023
N/AN/A
2022
-29.12%N/A
2021
23.08%N/A
2020
20.82%35.86%
2019
25.74%31.90%
2018
-2.40%-2.09%
2017
21.46%27.67%
2016
8.58%3.23%
2015
0.45%3.60%
2014
N/A10.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20239.93%8.50%N/AN/A
2022-12.53%-19.68%-4.21%5.34%
20214.60%7.92%1.43%7.49%
2020-17.39%23.03%6.04%12.09%
201912.58%2.94%-2.23%10.98%
20183.17%4.77%5.66%-14.54%
20175.80%2.80%5.48%5.87%
20160.39%1.52%4.84%1.62%
20152.36%1.81%-8.53%5.39%
20143.45%N/AN/AN/A

Rank In Category (By Total Return)

YTD71
1-Month75
3-Month81
1-Year66
3-Year63
5-Year89

Load Adjusted Returns

1-Year16.44%
3-Year4.66%
5-Year6.82%
10-Year10.25%
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