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Australia markets closed
ALL ORDS
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Bitcoin AUD
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American Funds AMCAP R5E (RAEFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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40.92
+0.43
(+1.06%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.90%
5-year average return
10.38%
Number of years up
6
Number of years down
2
Best 1-yr total return (25 Apr 2024)
31.24%
Worst 1-yr total return (25 Apr 2024)
N/A
Best 3-yr total return
31.24%
Worst 3-yr total return
2.44%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
RAEFX
Category
YTD
10.76%
12.38%
1-month
2.56%
5.09%
3-month
10.76%
10.28%
1-year
32.00%
41.70%
3-year
7.03%
22.56%
5-year
11.89%
21.98%
10-year
11.03%
15.99%
Last bull market
37.05%
25.99%
Last bear market
-19.54%
-17.29%
Annual total return (%) history
Year
RAEFX
Category
2024
N/A
N/A
2023
31.24%
N/A
2022
-28.66%
N/A
2021
23.89%
N/A
2020
21.64%
35.86%
2019
26.52%
31.90%
2018
-1.70%
-2.09%
2017
22.27%
27.67%
2016
9.15%
3.23%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.76%
N/A
N/A
N/A
2023
10.12%
8.70%
-4.08%
14.30%
2022
-12.39%
-19.54%
-4.05%
5.48%
2021
4.78%
8.08%
1.61%
7.66%
2020
-17.23%
23.24%
6.20%
12.28%
2019
12.75%
3.12%
-2.11%
11.16%
2018
3.36%
4.96%
5.82%
-14.37%
2017
6.02%
2.98%
5.66%
5.99%
2016
0.46%
1.67%
4.96%
1.81%
Rank in category (by total return)
YTD
65
1-month
30
3-month
65
1-year
73
3-year
70
5-year
87
Load adjusted returns
1-year
32.00%
3-year
7.03%
5-year
11.89%
10-year
11.03%
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