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American Funds Cnsrv Gr & Inc F-2 (INPEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.91+0.01 (+0.08%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.78%
5-year average return5.96%
Number of years up8
Number of years down3
Best 1-yr total return (7 May 2024)16.13%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return16.13%
Worst 3-yr total return3.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnINPEXCategory
YTD1.03%5.91%
1-month-2.46%0.61%
3-month0.87%4.02%
1-year7.25%18.59%
3-year2.64%8.56%
5-year5.35%7.44%
10-year5.42%6.20%
Last bull market14.25%11.89%
Last bear market-8.09%-8.23%

Annual total return (%) history

Year
INPEXCategory
2024
N/AN/A
2023
9.72%N/A
2022
-8.49%N/A
2021
13.19%N/A
2020
5.89%8.86%
2019
16.13%14.81%
2018
-3.40%-5.04%
2017
11.71%9.86%
2016
10.33%6.62%
2015
-2.36%-2.32%
2014
6.82%4.02%
2013
12.59%7.23%
2012
N/A9.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.58%N/AN/AN/A
20232.03%1.52%-2.41%8.55%
2022-2.73%-8.09%-5.02%7.76%
20213.94%4.08%-0.44%5.10%
2020-12.24%8.73%3.55%7.17%
20197.18%2.46%1.32%4.38%
2018-1.84%0.91%2.61%-4.95%
20173.56%2.10%3.14%2.44%
20163.63%3.74%1.82%0.79%
20151.25%-0.87%-4.43%1.78%
20142.31%3.52%-0.87%1.74%
20134.98%-0.30%3.17%4.27%
20123.69%1.41%N/AN/A

Rank in category (by total return)

YTD24
1-month27
3-month23
1-year23
3-year5
5-year10

Load adjusted returns

1-year7.25%
3-year2.64%
5-year5.35%
10-year5.42%