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American Funds Invmt Co of Amer 529F (CICFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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53.79-0.09 (-0.17%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.87%
5-year average return12.80%
Number of years up16
Number of years down5
Best 1-yr total return (22 Apr 2024)32.59%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return32.59%
Worst 3-yr total return6.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCICFXCategory
YTD10.45%14.84%
1-month3.49%1.65%
3-month10.45%7.55%
1-year33.56%40.47%
3-year12.02%16.77%
5-year14.08%16.15%
10-year11.61%13.21%
Last bull market36.57%24.09%
Last bear market-15.44%-17.61%

Annual total return (%) history

Year
CICFXCategory
2024
N/AN/A
2023
28.64%N/A
2022
-15.41%N/A
2021
25.19%N/A
2020
14.69%15.83%
2019
24.72%28.78%
2018
-6.34%-6.27%
2017
19.87%20.44%
2016
14.72%10.37%
2015
-1.32%-1.07%
2014
12.23%10.96%
2013
32.59%31.50%
2012
15.74%14.96%
2011
-1.63%-1.27%
2010
11.00%14.01%
2009
27.37%28.17%
2008
-34.66%-37.79%
2007
6.05%6.16%
2006
16.11%14.17%
2005
6.87%5.88%
2004
9.55%10.02%
2003
26.05%27.05%
2002
N/A-22.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.45%N/AN/AN/A
20236.38%8.87%-2.32%13.71%
2022-4.66%-15.44%-5.70%11.26%
20217.02%6.68%0.57%9.03%
2020-19.03%19.25%6.72%11.31%
201911.40%2.23%-0.05%9.57%
2018-1.25%3.39%4.78%-12.45%
20175.71%2.43%4.24%6.21%
20163.08%3.98%3.82%3.10%
20150.61%0.28%-7.65%5.91%
20142.31%5.89%0.98%2.59%
20139.31%2.98%6.64%10.44%
201211.13%-2.40%5.77%0.88%
20114.34%-0.36%-14.38%10.51%
20103.29%-11.56%11.76%8.73%
2009-8.31%15.31%12.99%6.62%
2008-8.96%-2.68%-8.99%-18.96%
20071.06%6.95%2.53%-4.30%
20064.21%1.54%4.06%5.44%
2005-0.91%1.01%4.29%2.38%
20041.44%0.55%-0.19%7.61%
2003-4.51%14.45%2.31%12.73%
20027.81%N/AN/AN/A

Rank in category (by total return)

YTD44
1-month37
3-month44
1-year11
3-year15
5-year51

Load adjusted returns

1-year33.56%
3-year12.02%
5-year14.08%
10-year11.61%