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American Funds Income Fund of Amer 529E (CIMEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.11+0.12 (+0.50%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.72%
5-year average return7.02%
Number of years up17
Number of years down4
Best 1-yr total return (3 Jun 2024)23.99%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return23.99%
Worst 3-yr total return4.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCIMEXCategory
YTD1.43%11.35%
1-month-2.70%0.99%
3-month1.96%5.92%
1-year6.32%32.83%
3-year3.02%11.75%
5-year6.10%11.53%
10-year5.87%8.98%
Last bull market15.40%17.67%
Last bear market-8.23%-15.71%

Annual total return (%) history

Year
CIMEXCategory
2024
N/AN/A
2023
7.30%N/A
2022
-6.67%N/A
2021
17.03%N/A
2020
4.70%13.51%
2019
18.59%21.35%
2018
-5.40%-7.93%
2017
12.99%15.80%
2016
10.28%7.93%
2015
-1.83%-2.77%
2014
8.01%5.71%
2013
17.81%21.31%
2012
11.56%13.42%
2011
5.23%-3.80%
2010
11.63%13.49%
2009
23.99%29.37%
2008
-29.11%-34.34%
2007
3.34%7.43%
2006
19.90%13.07%
2005
2.98%7.35%
2004
12.38%10.93%
2003
24.73%25.10%
2002
N/A-14.51%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.24%N/AN/AN/A
20230.75%1.32%-3.22%8.62%
2022-1.39%-8.23%-6.42%10.21%
20215.93%4.65%-1.27%6.93%
2020-16.24%9.60%4.92%8.70%
20197.75%2.55%1.74%5.50%
2018-2.05%0.51%2.77%-6.51%
20173.56%1.83%3.64%3.38%
20162.98%3.41%1.89%1.63%
20150.88%-1.38%-5.68%4.62%
20142.58%4.05%-0.63%1.84%
20136.51%0.61%3.84%5.87%
20125.21%0.13%4.44%1.39%
20114.94%1.01%-8.42%8.41%
20103.00%-6.44%10.52%4.82%
2009-8.14%12.24%14.00%5.49%
2008-6.79%-2.78%-7.58%-15.36%
20072.05%4.07%0.74%-3.40%
20064.85%1.70%5.48%6.59%
2005-1.44%1.95%2.17%0.30%
20041.86%0.09%2.53%7.51%
2003-1.23%11.21%2.35%10.95%
2002-3.73%-10.36%6.90%N/A

Rank in category (by total return)

YTD90
1-month6
3-month81
1-year94
3-year31
5-year81

Load adjusted returns

1-year6.32%
3-year3.02%
5-year6.10%
10-year5.87%