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American Funds Moderate Gr & Inc A (BLPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.44+0.04 (+0.23%)
At close: 05:27PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.87%
5-year average return7.36%
Number of years up9
Number of years down2
Best 1-yr total return (5 May 2024)19.53%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return19.53%
Worst 3-yr total return3.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBLPAXCategory
YTD1.90%9.69%
1-month-3.18%0.91%
3-month1.72%5.21%
1-year10.69%27.06%
3-year2.39%11.00%
5-year6.86%10.26%
10-year6.70%8.34%
Last bull market18.02%15.58%
Last bear market-10.88%-12.16%

Annual total return (%) history

Year
BLPAXCategory
2024
N/AN/A
2023
13.86%N/A
2022
-13.57%N/A
2021
13.87%N/A
2020
13.13%11.72%
2019
19.53%19.23%
2018
-4.61%-5.76%
2017
16.70%13.21%
2016
5.93%7.34%
2015
0.60%-1.93%
2014
6.63%6.21%
2013
18.14%16.48%
2012
N/A11.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.24%N/AN/AN/A
20233.48%3.43%-3.32%10.04%
2022-5.00%-10.88%-6.10%8.71%
20213.27%5.05%-0.54%5.54%
2020-12.75%12.84%5.00%9.44%
20198.73%2.97%0.36%6.38%
2018-0.37%0.89%2.06%-7.02%
20175.02%3.47%3.62%3.64%
20161.32%2.23%2.75%-0.46%
20151.84%-0.43%-4.33%3.70%
20141.53%3.36%-0.39%2.01%
20135.27%1.04%4.74%6.04%
20124.68%1.96%N/AN/A

Rank in category (by total return)

YTD47
1-month43
3-month41
1-year44
3-year37
5-year33

Load adjusted returns

1-year4.33%
3-year0.39%
5-year5.60%
10-year6.07%