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American Funds Invmt Co of Amer R5E (RICHX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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56.68
-0.02
(-0.04%)
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
13.79%
5-year average return
14.72%
Number of years up
6
Number of years down
2
Best 1-yr total return (13 Jun 2024)
28.69%
Worst 1-yr total return (13 Jun 2024)
N/A
Best 3-yr total return
28.69%
Worst 3-yr total return
6.71%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
RICHX
Category
YTD
10.83%
5.31%
1-month
3.79%
-4.19%
3-month
3.83%
3.90%
1-year
30.31%
20.31%
3-year
10.24%
6.48%
5-year
15.03%
11.78%
10-year
11.20%
10.96%
Last bull market
27.34%
25.56%
Last bear market
-15.41%
-15.11%
Annual total return (%) history
Year
RICHX
Category
2024
N/A
N/A
2023
28.69%
22.32%
2022
-15.38%
-16.96%
2021
25.21%
26.07%
2020
14.69%
15.83%
2019
24.72%
28.78%
2018
-6.35%
-6.27%
2017
19.89%
20.44%
2016
14.69%
10.37%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.49%
N/A
N/A
N/A
2023
6.38%
8.92%
-2.33%
13.70%
2022
-4.66%
-15.41%
-5.71%
11.28%
2021
7.01%
6.70%
0.58%
9.03%
2020
-19.05%
19.24%
6.72%
11.33%
2019
11.42%
2.20%
-0.03%
9.57%
2018
-1.26%
3.41%
4.79%
-12.47%
2017
5.72%
2.44%
4.23%
6.21%
2016
3.09%
3.95%
3.80%
3.11%
Rank in category (by total return)
YTD
43
1-month
70
3-month
33
1-year
16
3-year
10
5-year
44
Load adjusted returns
1-year
30.31%
3-year
10.24%
5-year
15.03%
10-year
11.20%
Data disclaimer
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