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American Funds AMCAP 529E (CAFEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.00-0.32 (-0.84%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.56%
5-year average return10.06%
Number of years up18
Number of years down3
Best 1-yr total return (15 Apr 2024)38.69%
Worst 1-yr total return (15 Apr 2024)N/A
Best 3-yr total return38.69%
Worst 3-yr total return1.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCAFEXCategory
YTD10.65%12.38%
1-month2.53%5.09%
3-month10.65%10.28%
1-year31.41%41.70%
3-year6.55%22.56%
5-year11.39%21.98%
10-year10.54%15.99%
Last bull market36.51%25.99%
Last bear market-19.63%-17.29%

Annual total return (%) history

Year
CAFEXCategory
2024
N/AN/A
2023
30.60%N/A
2022
-28.97%N/A
2021
23.33%N/A
2020
21.12%35.86%
2019
25.93%31.90%
2018
-2.18%-2.09%
2017
21.64%27.67%
2016
8.70%3.23%
2015
0.51%3.60%
2014
11.72%10.00%
2013
36.37%33.92%
2012
15.32%15.34%
2011
0.02%-2.46%
2010
13.53%15.53%
2009
38.69%35.68%
2008
-37.85%-40.67%
2007
7.11%13.35%
2006
8.22%7.05%
2005
6.55%6.71%
2004
9.30%7.81%
2003
29.17%28.66%
2002
N/A-27.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.65%N/AN/AN/A
20239.97%8.57%-4.19%14.17%
2022-12.50%-19.63%-4.16%5.38%
20214.65%7.97%1.48%7.56%
2020-17.32%23.10%6.10%12.16%
201912.61%2.99%-2.20%11.03%
20183.23%4.83%5.68%-14.46%
20175.84%2.83%5.52%5.91%
20160.36%1.57%4.86%1.70%
20152.35%1.78%-8.48%5.42%
20142.91%5.56%-0.43%3.28%
201310.28%3.06%9.43%9.64%
201212.76%-4.06%5.06%1.48%
20115.24%0.74%-14.18%9.92%
20105.57%-12.20%10.25%11.10%
2009-5.13%18.47%16.08%6.31%
2008-10.08%-4.74%-6.34%-22.53%
20071.97%5.91%2.68%-3.41%
20063.17%-2.67%2.44%5.20%
2005-2.86%3.06%2.28%4.06%
20042.51%1.69%-3.15%8.27%
2003-0.93%15.50%2.63%9.99%
2002-11.42%-14.43%7.27%N/A

Rank in category (by total return)

YTD66
1-month31
3-month66
1-year75
3-year72
5-year89

Load adjusted returns

1-year31.41%
3-year6.55%
5-year11.39%
10-year10.54%