Mail

New Zealand markets open in 3 hours 17 minutes

NZX 50
11,717.43
-117.57(-0.99%)
NZD/USD
0.6088
+0.0004(+0.07%)
ALL ORDS
8,013.80
+11.00(+0.14%)
OIL
81.46
-0.28(-0.34%)
GOLD
2,336.90
+0.30(+0.01%)

American Funds AMCAP 529A (CAFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD

Add to watchlist

41.67

-0.16

(-0.38%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★

Number of years up18

Number of years down3

Best 1-yr total return (27 Jun 2024)39.06%

Worst 1-yr total return (27 Jun 2024)N/A

Risk statistics

3 years

CAFAXCategory average

5 years

CAFAXCategory average

10 years

CAFAXCategory average

Alpha

-4.930.03

-3.20.04

-2.010.01

BETA

1.050.01

10.01

0.990.01

Mean annual return

0.520.02

1.10.02

0.920.01

R-squared

92.720.89

93.40.87

93.260.87

Standard deviation

19.520.2

18.870.16

15.680.15

Sharpe ratio

0.150.01

0.580.01

0.60.01

Treynor ratio

1.080.21

9.80.21

8.790.15