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American Funds Invmt Co of Amer R5E (RICHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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53.26-0.19 (-0.36%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.16%
5-year average return12.75%
Number of years up6
Number of years down2
Best 1-yr total return (17 Apr 2024)28.69%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return28.69%
Worst 3-yr total return6.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRICHXCategory
YTD10.49%14.84%
1-month3.52%1.65%
3-month10.49%7.55%
1-year33.66%40.47%
3-year12.08%16.77%
5-year14.10%16.15%
10-year11.60%13.21%
Last bull market36.60%24.09%
Last bear market-15.41%-17.61%

Annual total return (%) history

Year
RICHXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
202410.49%N/AN/AN/A
20236.38%8.92%-2.33%13.70%
2022-4.66%-15.41%-5.71%11.28%
20217.01%6.70%0.58%9.03%
2020-19.05%19.24%6.72%11.33%
201911.42%2.20%-0.03%9.57%
2018-1.26%3.41%4.79%-12.47%
20175.72%2.44%4.23%6.21%
20163.09%3.95%3.80%3.11%

Rank in category (by total return)

YTD42
1-month37
3-month42
1-year11
3-year14
5-year51

Load adjusted returns

1-year33.66%
3-year12.08%
5-year14.10%
10-year11.60%