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American Funds AMCAP R2E (RAEBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.88-0.11 (-0.27%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.40%
5-year average return11.14%
Number of years up7
Number of years down2
Best 1-yr total return (21 May 2024)30.36%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return30.36%
Worst 3-yr total return1.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRAEBXCategory
YTD5.08%12.38%
1-month-4.98%5.09%
3-month3.62%10.28%
1-year23.46%41.70%
3-year2.86%22.56%
5-year9.33%21.98%
10-year9.87%15.99%
Last bull market30.13%25.99%
Last bear market-19.68%-17.29%

Annual total return (%) history

Year
RAEBXCategory
2024
N/AN/A
2023
30.36%N/A
2022
-29.12%N/A
2021
23.08%N/A
2020
20.82%35.86%
2019
25.74%31.90%
2018
-2.40%-2.09%
2017
21.46%27.67%
2016
8.58%3.23%
2015
0.45%3.60%
2014
N/A10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.59%N/AN/AN/A
20239.93%8.50%-4.22%14.11%
2022-12.53%-19.68%-4.21%5.34%
20214.60%7.92%1.43%7.49%
2020-17.39%23.03%6.04%12.09%
201912.58%2.94%-2.23%10.98%
20183.17%4.77%5.66%-14.54%
20175.80%2.80%5.48%5.87%
20160.39%1.52%4.84%1.62%
20152.36%1.81%-8.53%5.39%
20143.45%N/AN/AN/A

Rank in category (by total return)

YTD69
1-month64
3-month57
1-year79
3-year73
5-year89

Load adjusted returns

1-year23.46%
3-year2.86%
5-year9.33%
10-year9.87%