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American Funds Moderate Gr & Inc R-3 (RBACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.85+0.10 (+0.56%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.18%
5-year average return7.17%
Number of years up9
Number of years down2
Best 1-yr total return (2 Jul 2024)19.12%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return19.12%
Worst 3-yr total return3.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRBACXCategory
YTD6.34%9.69%
1-month1.50%0.91%
3-month1.16%5.21%
1-year12.95%27.06%
3-year2.89%11.00%
5-year7.24%10.26%
10-year6.54%8.34%
Last bull market17.82%15.58%
Last bear market-10.98%-12.16%

Annual total return (%) history

Year
RBACXCategory
2024
N/AN/A
2023
13.45%N/A
2022
-13.81%N/A
2021
13.49%N/A
2020
12.81%11.72%
2019
19.12%19.23%
2018
-4.91%-5.76%
2017
16.30%13.21%
2016
5.61%7.34%
2015
0.28%-1.93%
2014
6.20%6.21%
2013
17.76%16.48%
2012
N/A11.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.13%1.16%N/AN/A
20233.35%3.35%-3.41%9.97%
2022-5.04%-10.98%-6.14%8.63%
20213.21%4.99%-0.67%5.45%
2020-12.79%12.80%4.86%9.36%
20198.61%2.96%0.28%6.23%
2018-0.43%0.75%1.99%-7.06%
20174.89%3.40%3.55%3.56%
20161.18%2.24%2.60%-0.48%
20151.79%-0.52%-4.40%3.60%
20141.44%3.20%-0.48%1.93%
20135.22%0.96%4.64%5.93%
20124.62%1.89%N/AN/A

Rank in category (by total return)

YTD50
1-month42
3-month49
1-year43
3-year45
5-year45

Load adjusted returns

1-year12.95%
3-year2.89%
5-year7.24%
10-year6.54%