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American Funds Moderate Gr & Inc F-1 (BLPFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.59+0.11 (+0.63%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.93%
5-year average return8.20%
Number of years up9
Number of years down2
Best 1-yr total return (30 May 2024)19.49%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return19.49%
Worst 3-yr total return3.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBLPFXCategory
YTD1.89%9.69%
1-month-3.17%0.91%
3-month1.71%5.21%
1-year10.63%27.06%
3-year2.36%11.00%
5-year6.82%10.26%
10-year6.65%8.34%
Last bull market17.98%15.58%
Last bear market-10.89%-12.16%

Annual total return (%) history

Year
BLPFXCategory
2024
N/AN/A
2023
13.79%N/A
2022
-13.57%N/A
2021
13.76%N/A
2020
13.15%11.72%
2019
19.49%19.23%
2018
-4.64%-5.76%
2017
16.66%13.21%
2016
5.89%7.34%
2015
0.55%-1.93%
2014
6.55%6.21%
2013
18.11%16.48%
2012
N/A11.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.23%N/AN/AN/A
20233.47%3.41%-3.33%10.02%
2022-4.96%-10.89%-6.11%8.69%
20213.25%5.04%-0.54%5.47%
2020-12.76%12.91%4.98%9.42%
20198.72%2.96%0.42%6.30%
2018-0.38%0.89%2.05%-7.03%
20175.01%3.46%3.68%3.56%
20161.32%2.23%2.73%-0.49%
20151.84%-0.44%-4.34%3.68%
20141.51%3.34%-0.41%1.99%
20135.29%1.04%4.72%6.02%
20124.70%1.97%N/AN/A

Rank in category (by total return)

YTD48
1-month43
3-month42
1-year45
3-year38
5-year34

Load adjusted returns

1-year10.63%
3-year2.36%
5-year6.82%
10-year6.65%