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American Funds Invmt Co of Amer R5E (RICHX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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53.45
-0.12
(-0.22%)
At close: 08:05AM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.78%
5-year average return
12.59%
Number of years up
6
Number of years down
2
Best 1-yr total return (29 Apr 2024)
28.69%
Worst 1-yr total return (29 Apr 2024)
N/A
Best 3-yr total return
28.69%
Worst 3-yr total return
6.71%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
RICHX
Category
YTD
10.49%
14.84%
1-month
3.52%
1.65%
3-month
10.49%
7.55%
1-year
33.66%
40.47%
3-year
12.08%
16.77%
5-year
14.10%
16.15%
10-year
11.60%
13.21%
Last bull market
36.60%
24.09%
Last bear market
-15.41%
-17.61%
Annual total return (%) history
Year
RICHX
Category
2024
N/A
N/A
2023
28.69%
N/A
2022
-15.38%
N/A
2021
25.21%
N/A
2020
14.69%
15.83%
2019
24.72%
28.78%
2018
-6.35%
-6.27%
2017
19.89%
20.44%
2016
14.69%
10.37%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.49%
N/A
N/A
N/A
2023
6.38%
8.92%
-2.33%
13.70%
2022
-4.66%
-15.41%
-5.71%
11.28%
2021
7.01%
6.70%
0.58%
9.03%
2020
-19.05%
19.24%
6.72%
11.33%
2019
11.42%
2.20%
-0.03%
9.57%
2018
-1.26%
3.41%
4.79%
-12.47%
2017
5.72%
2.44%
4.23%
6.21%
2016
3.09%
3.95%
3.80%
3.11%
Rank in category (by total return)
YTD
42
1-month
37
3-month
42
1-year
11
3-year
14
5-year
51
Load adjusted returns
1-year
33.66%
3-year
12.08%
5-year
14.10%
10-year
11.60%
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