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American Funds AMCAP R1 (RAFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.96-0.29 (-0.85%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.40%
5-year average return9.52%
Number of years up17
Number of years down4
Best 1-yr total return (15 Apr 2024)38.10%
Worst 1-yr total return (15 Apr 2024)N/A
Best 3-yr total return38.10%
Worst 3-yr total return1.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRAFAXCategory
YTD10.50%12.38%
1-month2.48%5.09%
3-month10.50%10.28%
1-year30.75%41.70%
3-year6.02%22.56%
5-year10.83%21.98%
10-year10.01%15.99%
Last bull market35.94%25.99%
Last bear market-19.74%-17.29%

Annual total return (%) history

Year
RAFAXCategory
2024
N/AN/A
2023
29.99%N/A
2022
-29.31%N/A
2021
22.73%N/A
2020
20.48%35.86%
2019
25.31%31.90%
2018
-2.68%-2.09%
2017
21.07%27.67%
2016
8.20%3.23%
2015
0.02%3.60%
2014
11.20%10.00%
2013
35.83%33.92%
2012
14.81%15.34%
2011
-0.44%-2.46%
2010
13.14%15.53%
2009
38.10%35.68%
2008
-38.10%-40.67%
2007
6.62%13.35%
2006
7.71%7.05%
2005
6.10%6.71%
2004
8.80%7.81%
2003
28.59%28.66%
2002
N/A-27.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.50%N/AN/AN/A
20239.86%8.44%-4.30%14.02%
2022-12.59%-19.74%-4.29%5.27%
20214.55%7.81%1.37%7.41%
2020-17.42%22.93%5.98%11.99%
201912.49%2.88%-2.32%10.86%
20183.11%4.69%5.55%-14.59%
20175.72%2.73%5.39%5.77%
20160.29%1.44%4.74%1.54%
20152.25%1.67%-8.62%5.29%
20142.78%5.44%-0.55%3.18%
201310.21%2.95%9.26%9.57%
201212.60%-4.12%4.92%1.37%
20115.06%0.68%-14.26%9.77%
20105.48%-12.28%10.16%11.00%
2009-5.22%18.39%15.94%6.15%
2008-10.16%-4.81%-6.50%-22.58%
20071.84%5.77%2.58%-3.50%
20063.05%-2.81%2.31%5.12%
2005-2.94%2.92%2.19%3.93%
20042.40%1.58%-3.23%8.09%
2003-1.08%15.41%2.57%9.82%
2002-14.55%7.19%N/AN/A

Rank in category (by total return)

YTD67
1-month33
3-month67
1-year77
3-year75
5-year92

Load adjusted returns

1-year30.75%
3-year6.02%
5-year10.83%
10-year10.01%