Nasdaq - Delayed Quote USD
American Funds Income Fund of Amer 529E (CIMEX)
26.11
+0.06
+(0.23%)
As of 8:05:23 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.33% |
| 5y Average Return | 9.14% |
| Number of Years Up | 18 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Jun 6, 2025) | 18.59% |
| Worst 1Y Total Return (Jun 6, 2025) | -- |
| Best 3Y Total Return | 18.59% |
| Worst 3Y Total Return | 3.46% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CIMEX
Category
- YTD
- 7.46%
- 0.00%
- 1-Month
- 3.11%
- 0.00%
- 3-Month
- 1.99%
- 0.00%
- 1-Year
- 14.27%
- 0.00%
- 3-Year
- 7.13%
- 0.00%
- 5-Year
- 9.84%
- 0.00%
- 10-Year
- 6.93%
- 0.00%
- Last Bull Market
- 12.60%
- 0.00%
- Last Bear Market
- -8.23%
- 0.00%
Annual Total Return (%) History
Year
CIMEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 4.60% | -- | -- | -- |
| 2024 | 4.24% | -0.06% | 8.33% | -2.02% |
| 2023 | 0.75% | 1.32% | -3.22% | 8.62% |
| 2022 | -1.39% | -8.23% | -6.42% | 10.21% |
| 2021 | 5.93% | 4.65% | -1.27% | 6.93% |
| 2020 | -16.24% | 9.60% | 4.92% | 8.70% |
| 2019 | 7.75% | 2.55% | 1.74% | 5.50% |
| 2018 | -2.05% | 0.51% | 2.77% | -6.51% |
| 2017 | 3.56% | 1.83% | 3.64% | 3.38% |
| 2016 | 2.98% | 3.41% | 1.89% | 1.63% |
| 2015 | 0.88% | -1.38% | -5.68% | 4.62% |
| 2014 | 2.58% | 4.05% | -0.63% | 1.84% |
| 2013 | 6.51% | 0.61% | 3.84% | 5.87% |
| 2012 | 5.21% | 0.13% | 4.44% | 1.39% |
| 2011 | 4.94% | 1.01% | -8.42% | 8.41% |
| 2010 | 3.00% | -6.44% | 10.52% | 4.82% |
| 2009 | -8.14% | 12.24% | 14.00% | 5.49% |
| 2008 | -6.79% | -2.78% | -7.58% | -15.36% |
| 2007 | 2.05% | 4.07% | 0.74% | -3.40% |
| 2006 | 4.85% | 1.70% | 5.48% | 6.59% |
| 2005 | -1.44% | 1.95% | 2.17% | 0.30% |
| 2004 | 1.86% | 0.09% | 2.53% | 7.51% |
| 2003 | -1.23% | 11.21% | 2.35% | 10.95% |
| 2002 | -3.73% | -10.36% | 6.90% | -- |
Rank in Category (By Total Return)
| YTD | 8 |
| 1-Month | 53 |
| 3-Month | 32 |
| 1-Year | 2 |
| 3-Year | 40 |
| 5-Year | 13 |
Load Adjusted Returns
| 1-Year | 14.27% |
| 3-Year | 7.13% |
| 5-Year | 9.84% |
| 10-Year | 6.93% |
Performance & Risk
| YTD Return | 8.33% |
| 5y Average Return | 9.14% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | American Funds |
| Net Assets | 131.12B |
| YTD Return | 7.46% |
| Yield | 3.52% |
| 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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