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American Funds AMCAP R2 (RAFBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.43-0.10 (-0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.98%
5-year average return10.64%
Number of years up17
Number of years down4
Best 1-yr total return (20 Jun 2024)38.05%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return38.05%
Worst 3-yr total return1.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRAFBXCategory
YTD8.46%12.38%
1-month3.29%5.09%
3-month0.58%10.28%
1-year25.35%41.70%
3-year3.65%22.56%
5-year11.23%21.98%
10-year9.49%15.99%
Last bull market29.99%25.99%
Last bear market-19.74%-17.29%

Annual total return (%) history

Year
RAFBXCategory
2024
N/AN/A
2023
29.96%N/A
2022
-29.32%N/A
2021
22.70%N/A
2020
20.48%35.86%
2019
25.37%31.90%
2018
-2.68%-2.09%
2017
21.07%27.67%
2016
8.20%3.23%
2015
0.02%3.60%
2014
11.25%10.00%
2013
35.86%33.92%
2012
14.83%15.34%
2011
-0.39%-2.46%
2010
13.02%15.53%
2009
38.05%35.68%
2008
-38.17%-40.67%
2007
6.60%13.35%
2006
7.78%7.05%
2005
6.11%6.71%
2004
8.88%7.81%
2003
28.60%28.66%
2002
N/A-27.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.51%N/AN/AN/A
20239.82%8.44%-4.30%14.03%
2022-12.59%-19.74%-4.30%5.27%
20214.53%7.81%1.37%7.41%
2020-17.42%22.89%5.98%12.03%
201912.50%2.88%-2.33%10.90%
20183.11%4.70%5.56%-14.59%
20175.73%2.73%5.40%5.77%
20160.29%1.44%4.74%1.54%
20152.21%1.71%-8.63%5.29%
20142.78%5.45%-0.55%3.22%
201310.17%2.95%9.32%9.58%
201212.62%-4.13%4.92%1.37%
20115.13%0.68%-14.27%9.78%
20105.42%-12.29%10.18%10.95%
2009-5.31%18.45%15.87%6.22%
2008-10.22%-4.81%-6.51%-22.61%
20071.84%5.78%2.58%-3.53%
20063.05%-2.76%2.31%5.12%
2005-2.95%2.92%2.20%3.94%
20042.40%1.64%-3.23%8.10%
2003-1.00%15.30%2.57%9.83%
2002-14.50%7.20%N/AN/A

Rank in category (by total return)

YTD79
1-month83
3-month77
1-year82
3-year80
5-year89

Load adjusted returns

1-year25.35%
3-year3.65%
5-year11.23%
10-year9.49%