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American Funds Invmt Co of Amer R2 (RICBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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55.77-0.21 (-0.38%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.81%
5-year average return13.17%
Number of years up16
Number of years down5
Best 1-yr total return (15 May 2024)31.45%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return31.45%
Worst 3-yr total return5.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRICBXCategory
YTD6.43%5.31%
1-month-3.44%-4.19%
3-month5.17%3.90%
1-year25.13%20.31%
3-year8.32%6.48%
5-year11.52%11.78%
10-year10.09%10.96%
Last bull market26.85%25.56%
Last bear market-15.62%-15.11%

Annual total return (%) history

Year
RICBXCategory
2024
N/AN/A
2023
27.47%22.32%
2022
-16.18%-16.96%
2021
24.02%26.07%
2020
13.63%15.83%
2019
23.53%28.78%
2018
-7.26%-6.27%
2017
18.74%20.44%
2016
13.68%10.37%
2015
-2.20%-1.07%
2014
11.20%10.96%
2013
31.45%31.50%
2012
14.71%14.96%
2011
-2.55%-1.27%
2010
9.96%14.01%
2009
26.08%28.17%
2008
-35.33%-37.79%
2007
5.03%6.16%
2006
14.99%14.17%
2005
5.95%5.88%
2004
8.88%10.02%
2003
25.18%27.05%
2002
N/A-22.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.22%N/AN/AN/A
20236.13%8.65%-2.56%13.44%
2022-4.89%-15.62%-5.93%11.03%
20216.75%6.44%0.35%8.78%
2020-19.24%18.98%6.46%11.08%
201911.15%1.97%-0.27%9.29%
2018-1.49%3.17%4.51%-12.69%
20175.48%2.17%4.01%5.94%
20162.87%3.75%3.56%2.86%
20150.39%0.08%-7.88%5.67%
20142.08%5.64%0.75%2.34%
20139.10%2.74%6.40%10.23%
201210.88%-2.62%5.55%0.66%
20114.11%-0.60%-14.58%10.23%
20103.05%-11.77%11.48%8.49%
2009-8.54%14.99%12.74%6.34%
2008-9.18%-2.91%-9.27%-19.16%
20070.85%6.68%2.26%-4.53%
20063.95%1.30%3.82%5.19%
2005-1.10%0.82%4.02%2.14%
20041.32%0.36%-0.35%7.46%
2003-4.64%14.25%2.16%12.48%
2002-14.62%7.62%N/AN/A

Rank in category (by total return)

YTD29
1-month15
3-month18
1-year15
3-year18
5-year64

Load adjusted returns

1-year25.13%
3-year8.32%
5-year11.52%
10-year10.09%