Nasdaq - Delayed Quote USD
American Funds Income Fund of Amer F2 (AMEFX)
24.97
-0.52
(-2.04%)
At close: 8:05:06 AM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 3.16% |
5y Average Return | 11.73% |
Number of Years Up | 13 |
Number of Years Down | 3 |
Best 1Y Total Return (Apr 3, 2025) | 19.16% |
Worst 1Y Total Return (Apr 3, 2025) | -- |
Best 3Y Total Return | 19.16% |
Worst 3Y Total Return | 3.93% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
AMEFX
Category
- YTD
- 5.50%
- 11.35%
- 1-Month
- 2.19%
- 0.99%
- 3-Month
- 2.16%
- 5.92%
- 1-Year
- 16.39%
- 32.83%
- 3-Year
- 6.72%
- 11.75%
- 5-Year
- 9.42%
- 11.53%
- 10-Year
- 7.21%
- 8.98%
- Last Bull Market
- 12.87%
- 17.67%
- Last Bear Market
- -8.11%
- -15.71%
Annual Total Return (%) History
Year
AMEFX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 4.73% | -- | -- | -- |
2024 | 4.38% | 0.05% | 8.49% | -1.97% |
2023 | 0.87% | 1.43% | -3.13% | 8.74% |
2022 | -1.30% | -8.11% | -6.28% | 10.33% |
2021 | 6.11% | 4.75% | -1.15% | 7.07% |
2020 | -16.16% | 9.78% | 5.02% | 8.79% |
2019 | 7.88% | 2.66% | 1.90% | 5.59% |
2018 | -1.91% | 0.58% | 2.89% | -6.37% |
2017 | 3.72% | 1.94% | 3.76% | 3.53% |
2016 | 3.10% | 3.57% | 2.02% | 1.70% |
2015 | 0.96% | -1.25% | -5.53% | 4.74% |
2014 | 2.75% | 4.17% | -0.49% | 2.01% |
2013 | 6.67% | 0.69% | 4.02% | 5.99% |
2012 | 5.39% | 0.27% | 4.56% | 1.51% |
2011 | 5.12% | 1.14% | -8.32% | 8.52% |
2010 | 3.12% | -6.29% | 10.57% | 5.01% |
2009 | -7.91% | 12.30% | 14.20% | 5.69% |
2008 | -15.31% | -- | -- | -- |
Rank in Category (By Total Return)
YTD | 1 |
1-Month | 4 |
3-Month | 1 |
1-Year | 5 |
3-Year | 45 |
5-Year | 54 |
Load Adjusted Returns
1-Year | 16.39% |
3-Year | 6.72% |
5-Year | 9.42% |
10-Year | 7.21% |
Performance & Risk
YTD Return | 3.16% |
5y Average Return | 11.73% |
Rank in Category (ytd) | 1 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.88 |
Morningstar Risk Rating |
Fund Overview
Category | Allocation--70% to 85% Equity |
Fund Family | American Funds |
Net Assets | 130.04B |
YTD Return | 5.50% |
Yield | 4.00% |
Morningstar Rating | |
Inception Date | Oct 30, 2020 |
Fund Summary
Normally the fund invests primarily in income-producing securities. These include equity securities, such as dividend-paying common stocks, and debt securities, such as interest-paying bonds. Generally at least 60% of the fund's assets will be invested in common stocks and other equity-type securities. The fund may also invest up to 30% of its assets in common stocks and other equity-type securities of issuers domiciled outside the United States, including issuers in developing countries.
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