Nasdaq - Delayed Quote USD
American Funds AMCAP 529A (CAFAX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 21.76% |
| 5y Average Return | 12.77% |
| Number of Years Up | 18 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 6, 2024) | 39.06% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 39.06% |
| Worst 3Y Total Return | 2.22% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CAFAX
Category
- YTD
- 17.00%
- 12.38%
- 1-Month
- -1.53%
- 5.09%
- 3-Month
- 2.65%
- 10.28%
- 1-Year
- 37.76%
- 41.70%
- 3-Year
- 2.94%
- 22.56%
- 5-Year
- 12.14%
- 21.98%
- 10-Year
- 10.60%
- 15.99%
- Last Bull Market
- 30.37%
- 25.99%
- Last Bear Market
- -19.57%
- -17.29%
Annual Total Return (%) History
Year
CAFAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 10.72% | 2.35% | 4.85% | -- |
| 2023 | 10.03% | 8.65% | -4.14% | 14.23% |
| 2022 | -12.43% | -19.57% | -4.13% | 5.45% |
| 2021 | 4.72% | 8.03% | 1.54% | 7.61% |
| 2020 | -17.29% | 23.13% | 6.18% | 12.22% |
| 2019 | 12.69% | 3.06% | -2.17% | 11.11% |
| 2018 | 3.31% | 4.90% | 5.74% | -14.45% |
| 2017 | 5.90% | 2.91% | 5.59% | 5.96% |
| 2016 | 0.43% | 1.61% | 4.94% | 1.72% |
| 2015 | 2.37% | 1.85% | -8.45% | 5.51% |
| 2014 | 2.95% | 5.62% | -0.35% | 3.37% |
| 2013 | 10.33% | 3.10% | 9.48% | 9.75% |
| 2012 | 12.81% | -3.97% | 5.09% | 1.55% |
| 2011 | 5.28% | 0.83% | -14.11% | 9.98% |
| 2010 | 5.68% | -12.17% | 10.41% | 11.20% |
| 2009 | -5.07% | 18.59% | 16.13% | 6.37% |
| 2008 | -10.00% | -4.70% | -6.28% | -22.47% |
| 2007 | 2.00% | 6.00% | 2.75% | -3.33% |
| 2006 | 3.25% | -2.59% | 2.52% | 5.34% |
| 2005 | -2.79% | 3.15% | 2.37% | 4.14% |
| 2004 | 2.56% | 1.80% | -3.02% | 8.31% |
| 2003 | -0.85% | 15.59% | 2.76% | 10.08% |
| 2002 | -11.35% | -14.35% | 7.42% | -- |
Rank in Category (By Total Return)
| YTD | 79 |
| 1-Month | 86 |
| 3-Month | 79 |
| 1-Year | 72 |
| 3-Year | 76 |
| 5-Year | 86 |
Load Adjusted Returns
| 1-Year | 32.93% |
| 3-Year | 1.73% |
| 5-Year | 11.34% |
| 10-Year | 10.20% |
Performance & Risk
| YTD Return | 21.76% |
| 5y Average Return | 12.77% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | American Funds |
| Net Assets | 87.72B |
| YTD Return | 17.00% |
| Yield | 0.25% |
| Morningstar Rating | |
| Inception Date | May 15, 2002 |
Fund Summary
The fund invests primarily in common stocks of U.S. companies that have solid long-term growth records and the potential for good future growth. The basic investment philosophy of the investment adviser is to seek to invest in attractively valued companies that, in its opinion, represent good, long-term investment opportunities.
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