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American Funds AMCAP 529C (CAFCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.96+0.17 (+0.50%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.13%
5-year average return10.63%
Number of years up16
Number of years down5
Best 1-yr total return (13 May 2024)37.94%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return37.94%
Worst 3-yr total return1.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCAFCXCategory
YTD4.95%12.38%
1-month-5.00%5.09%
3-month3.55%10.28%
1-year23.03%41.70%
3-year2.51%22.56%
5-year8.97%21.98%
10-year9.44%15.99%
Last bull market29.94%25.99%
Last bear market-19.75%-17.29%

Annual total return (%) history

Year
CAFCXCategory
2024
N/AN/A
2023
29.92%N/A
2022
-29.34%N/A
2021
22.69%N/A
2020
20.46%35.86%
2019
25.32%31.90%
2018
-2.74%-2.09%
2017
20.99%27.67%
2016
8.14%3.23%
2015
-0.06%3.60%
2014
11.11%10.00%
2013
35.64%33.92%
2012
14.68%15.34%
2011
-0.50%-2.46%
2010
12.99%15.53%
2009
37.94%35.68%
2008
-38.17%-40.67%
2007
6.57%13.35%
2006
7.65%7.05%
2005
6.02%6.71%
2004
8.72%7.81%
2003
28.48%28.66%
2002
N/A-27.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.48%N/AN/AN/A
20239.81%8.42%-4.31%14.03%
2022-12.59%-19.75%-4.27%5.23%
20214.53%7.83%1.35%7.40%
2020-17.42%22.90%5.96%12.02%
201912.47%2.88%-2.31%10.87%
20183.07%4.69%5.54%-14.59%
20175.67%2.70%5.39%5.78%
20160.25%1.42%4.70%1.57%
20152.21%1.66%-8.62%5.25%
20142.77%5.40%-0.56%3.15%
201310.18%2.90%9.24%9.53%
201212.56%-4.17%4.92%1.33%
20115.11%0.63%-14.29%9.74%
20105.46%-12.32%10.12%10.97%
2009-5.26%18.37%15.91%6.13%
2008-10.18%-4.84%-6.49%-22.63%
20071.85%5.76%2.55%-3.53%
20063.01%-2.77%2.27%5.10%
2005-3.01%2.94%2.15%3.96%
20042.35%1.59%-3.24%8.07%
2003-1.08%15.34%2.58%9.79%
2002-11.55%-14.53%7.13%N/A

Rank in category (by total return)

YTD71
1-month65
3-month58
1-year81
3-year75
5-year91

Load adjusted returns

1-year22.03%
3-year2.51%
5-year8.97%
10-year9.44%