Nasdaq - Delayed Quote USD

American Funds Cnsrv Gr & Inc C (INPCX)

13.43
0.00
(0.00%)
At close: 8:06:20 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.52%
5y Average Return 7.19%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (May 22, 2025) 14.98%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 14.98%
Worst 3Y Total Return 2.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
INPCX
Category
YTD
2.13%
5.91%
1-Month
-0.30%
0.61%
3-Month
-0.24%
4.02%
1-Year
10.07%
18.59%
3-Year
5.44%
8.56%
5-Year
6.87%
7.44%
10-Year
4.91%
6.20%
Last Bull Market
10.14%
11.89%
Last Bear Market
-8.24%
-8.23%

Annual Total Return (%) History

Year
INPCX
Category
2025
--
--
2024
8.50%
--
2023
8.64%
--
2022
-9.37%
--
2021
12.15%
--
2020
4.91%
8.86%
2019
14.98%
14.81%
2018
-4.28%
-5.04%

2017
10.70%
9.86%
2016
9.13%
6.62%
2015
-3.30%
-2.32%
2014
5.77%
4.02%
2013
11.54%
7.23%
2012
--
9.40%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.44% -- -- --
2024 3.32% 0.48% 6.65% -2.01%
2023 1.75% 1.28% -2.59% 8.22%
2022 -3.02% -8.24% -5.29% 7.52%
2021 3.68% 3.79% -0.60% 4.85%
2020 -12.44% 8.45% 3.32% 6.93%
2019 6.93% 2.23% 1.00% 4.13%
2018 -2.06% 0.59% 2.45% -5.16%
2017 3.37% 1.86% 2.83% 2.24%
2016 3.35% 3.41% 1.59% 0.51%

2015 0.98% -1.12% -4.67% 1.59%
2014 2.02% 3.30% -1.11% 1.49%
2013 4.68% -0.52% 2.95% 4.04%
2012 3.44% 1.12% -- --

Rank in Category (By Total Return)

YTD 6
1-Month 60
3-Month 16
1-Year 10
3-Year 20
5-Year 25

Load Adjusted Returns

1-Year 9.07%
3-Year 5.44%
5-Year 6.87%
10-Year 4.91%

Performance & Risk

YTD Return 3.52%
5y Average Return 7.19%
Rank in Category (ytd) 6
% 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 2.13%
Yield 3.12%
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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