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American Funds Invmt Co of Amer R2E (RIBEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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54.23+0.62 (+1.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.23%
5-year average return12.22%
Number of years up6
Number of years down3
Best 1-yr total return (25 Apr 2024)27.85%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return27.85%
Worst 3-yr total return6.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRIBEXCategory
YTD10.29%14.84%
1-month3.44%1.65%
3-month10.29%7.55%
1-year32.77%40.47%
3-year11.34%16.77%
5-year13.36%16.15%
10-year10.95%13.21%
Last bull market35.86%24.09%
Last bear market-15.56%-17.61%

Annual total return (%) history

Year
RIBEXCategory
2024
N/AN/A
2023
27.85%N/A
2022
-15.93%N/A
2021
24.41%N/A
2020
13.94%15.83%
2019
23.89%28.78%
2018
-6.99%-6.27%
2017
19.14%20.44%
2016
14.02%10.37%
2015
-1.82%-1.07%
2014
N/A10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.29%N/AN/AN/A
20236.20%8.73%-2.47%13.53%
2022-4.81%-15.56%-5.86%11.10%
20216.84%6.52%0.42%8.86%
2020-19.15%19.04%6.53%11.13%
201911.21%2.06%-0.20%9.36%
2018-1.43%3.22%4.60%-12.61%
20175.56%2.25%4.10%6.03%
20162.95%3.80%3.65%2.95%
20150.47%0.19%-7.80%5.78%
20142.54%N/AN/AN/A

Rank in category (by total return)

YTD51
1-month39
3-month51
1-year14
3-year26
5-year64

Load adjusted returns

1-year32.77%
3-year11.34%
5-year13.36%
10-year10.95%