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American Funds Cnsrv Gr & Inc A (INPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.880.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.67%
5-year average return5.70%
Number of years up8
Number of years down3
Best 1-yr total return (6 May 2024)15.82%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return15.82%
Worst 3-yr total return2.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnINPAXCategory
YTD0.91%5.91%
1-month-2.47%0.61%
3-month0.83%4.02%
1-year6.95%18.59%
3-year2.40%8.56%
5-year5.11%7.44%
10-year5.18%6.20%
Last bull market14.07%11.89%
Last bear market-8.02%-8.23%

Annual total return (%) history

Year
INPAXCategory
2024
N/AN/A
2023
9.51%N/A
2022
-8.70%N/A
2021
12.96%N/A
2020
5.67%8.86%
2019
15.82%14.81%
2018
-3.62%-5.04%
2017
11.57%9.86%
2016
10.00%6.62%
2015
-2.57%-2.32%
2014
6.60%4.02%
2013
12.36%7.23%
2012
N/A9.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.46%N/AN/AN/A
20231.99%1.47%-2.47%8.50%
2022-2.85%-8.02%-5.15%7.72%
20213.89%4.03%-0.49%5.03%
2020-12.31%8.78%3.42%7.12%
20197.15%2.41%1.26%4.24%
2018-1.89%0.77%2.63%-5.01%
20173.51%2.13%3.01%2.46%
20163.59%3.60%1.86%0.64%
20151.21%-0.92%-4.56%1.80%
20142.27%3.48%-0.93%1.67%
20134.91%-0.37%3.12%4.23%
20123.63%1.27%N/AN/A

Rank in category (by total return)

YTD27
1-month27
3-month23
1-year28
3-year7
5-year10

Load adjusted returns

1-year0.80%
3-year0.40%
5-year3.88%
10-year4.56%