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American Funds Moderate Gr & Inc ABLE-A (CBAGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.59+0.10 (+0.57%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.94%
5-year average return8.31%
Number of years up4
Number of years down1
Best 1-yr total return (30 May 2024)19.47%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return19.47%
Worst 3-yr total return3.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCBAGXCategory
YTD1.96%9.69%
1-month-3.12%0.91%
3-month1.78%5.21%
1-year10.78%27.06%
3-year2.48%11.00%
5-year6.92%10.26%
10-year6.77%8.34%
Last bull market18.02%15.58%
Last bear market-10.87%-12.16%

Annual total return (%) history

Year
CBAGXCategory
2024
N/AN/A
2023
13.88%N/A
2022
-13.49%N/A
2021
14.01%N/A
2020
13.20%11.72%
2019
19.47%19.23%
2018
N/A-5.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.24%N/AN/AN/A
20233.42%3.50%-3.32%10.04%
2022-5.00%-10.87%-6.03%8.72%
20213.30%5.09%-0.50%5.55%
2020-12.77%12.92%4.99%9.46%
20198.67%3.03%0.36%6.32%
2018-6.98%N/AN/AN/A

Rank in category (by total return)

YTD46
1-month40
3-month39
1-year43
3-year36
5-year31

Load adjusted returns

1-year4.41%
3-year0.48%
5-year5.66%
10-year6.14%