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American Funds Cnsrv Gr & Inc 529-E (CIPEX)
13.38
+0.02
+(0.15%)
At close: 8:00:23 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.60% |
| 5y Average Return | 7.75% |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
| Best 1Y Total Return (May 6, 2025) | 15.62% |
| Worst 1Y Total Return (May 6, 2025) | -- |
| Best 3Y Total Return | 15.62% |
| Worst 3Y Total Return | 2.62% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CIPEX
Category
- YTD
- 2.30%
- 5.91%
- 1-Month
- -0.22%
- 0.61%
- 3-Month
- -0.14%
- 4.02%
- 1-Year
- 10.53%
- 18.59%
- 3-Year
- 5.92%
- 8.56%
- 5-Year
- 7.36%
- 7.44%
- 10-Year
- 5.40%
- 6.20%
- Last Bull Market
- 10.43%
- 11.89%
- Last Bear Market
- -8.08%
- -8.23%
Annual Total Return (%) History
Year
CIPEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.53% | -- | -- | -- |
| 2024 | 3.41% | 0.60% | 6.82% | -1.94% |
| 2023 | 1.93% | 1.40% | -2.55% | 8.42% |
| 2022 | -2.91% | -8.08% | -5.23% | 7.64% |
| 2021 | 3.84% | 3.98% | -0.56% | 4.97% |
| 2020 | -12.36% | 8.62% | 3.43% | 6.96% |
| 2019 | 7.10% | 2.33% | 1.20% | 4.25% |
| 2018 | -1.95% | 0.71% | 2.57% | -5.10% |
| 2017 | 3.45% | 1.98% | 2.94% | 2.37% |
| 2016 | 3.52% | 3.51% | 1.78% | 0.64% |
| 2015 | 1.06% | -0.91% | -4.64% | 1.70% |
| 2014 | 2.11% | 3.40% | -1.01% | 1.60% |
| 2013 | 4.75% | -0.35% | 2.94% | 4.22% |
| 2012 | 3.50% | 1.32% | -- | -- |
Rank in Category (By Total Return)
| YTD | 4 |
| 1-Month | 57 |
| 3-Month | 16 |
| 1-Year | 6 |
| 3-Year | 18 |
| 5-Year | 21 |
Load Adjusted Returns
| 1-Year | 10.53% |
| 3-Year | 5.92% |
| 5-Year | 7.36% |
| 10-Year | 5.40% |
Performance & Risk
| YTD Return | 2.60% |
| 5y Average Return | 7.75% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.79 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--30% to 50% Equity |
| Fund Family | American Funds |
| Net Assets | 8.06B |
| YTD Return | 2.30% |
| Yield | 3.57% |
| Morningstar Rating | |
| Inception Date | May 18, 2012 |
Fund Summary
The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will typically seek to generate income from their investments and may include growth-and-income, equity-income, balanced and fixed income funds. Through its investments in the underlying funds, the fund will have significant exposure to dividend-paying stocks. It will seek exposure to investments outside the United States,including in emerging markets.
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