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American Funds Moderate Gr & Inc 529-C (CBPCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.38+0.01 (+0.06%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.84%
5-year average return6.76%
Number of years up8
Number of years down3
Best 1-yr total return (6 May 2024)18.60%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return18.60%
Worst 3-yr total return2.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCBPCXCategory
YTD1.68%9.69%
1-month-3.19%0.91%
3-month1.56%5.21%
1-year9.84%27.06%
3-year1.60%11.00%
5-year6.03%10.26%
10-year5.84%8.34%
Last bull market17.57%15.58%
Last bear market-11.05%-12.16%

Annual total return (%) history

Year
CBPCXCategory
2024
N/AN/A
2023
12.89%N/A
2022
-14.23%N/A
2021
13.02%N/A
2020
12.22%11.72%
2019
18.60%19.23%
2018
-5.32%-5.76%
2017
15.72%13.21%
2016
4.99%7.34%
2015
-0.26%-1.93%
2014
5.69%6.21%
2013
17.15%16.48%
2012
N/A11.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.03%N/AN/AN/A
20233.25%3.22%-3.49%9.75%
2022-5.18%-11.05%-6.26%8.48%
20213.11%4.87%-0.74%5.31%
2020-12.91%12.61%4.81%9.16%
20198.52%2.78%0.15%6.18%
2018-0.54%0.69%1.86%-7.19%
20174.78%3.28%3.43%3.39%
20161.07%2.03%2.54%-0.71%
20151.60%-0.66%-4.47%3.45%
20141.26%3.17%-0.61%1.79%
20135.10%0.76%4.53%5.82%
20124.46%1.78%N/AN/A

Rank in category (by total return)

YTD56
1-month45
3-month48
1-year53
3-year54
5-year54

Load adjusted returns

1-year8.84%
3-year1.60%
5-year6.03%
10-year5.84%