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Capital Group U.s. Equity Fund: (MF: CUSEX)
(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET
$34.15 USD
+0.03 (0.09%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.82 | 39 |
| 3 months | 4.16 | 44 |
| 6 months | 19.09 | 71 |
| 1 Year | 18.69 | 55 |
| 3 Year | 7.57 | 15 |
| 5 Year | 11.91 | 35 |
| 10 Year | 11.32 | 35 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 26.14 |
| 5 Year | 13.40 |
| 10 Year | 11.68 |
| Since Inception | 11.55 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.65 | NA | NA | NA |
| 2023 | 3.30 | 6.60 | -3.54 | 11.88 |
| 2022 | -4.51 | -12.32 | -5.12 | 10.03 |
| 2021 | 2.88 | 9.02 | 0.46 | 9.09 |
| 2020 | -14.57 | 18.27 | 5.63 | 8.36 |
| 2019 | 14.45 | 4.81 | 2.11 | 8.18 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.82 | 18.83 | -12.59 | 22.94 | 15.66 | 32.53 | -3.29 | 20.60 | 10.09 | 1.83 | 8.08 |
| % Total Return Rel to Index | -0.22 | -7.41 | 5.61 | -5.73 | -2.73 | 1.04 | 1.10 | -1.19 | -1.84 | 0.44 | -5.56 |
| % Total Return Rel to Peer | 0.98 | -4.16 | 7.10 | 0.88 | -4.25 | 4.10 | 3.57 | -0.07 | 2.27 | 3.43 | -0.12 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 | 2.00 | 3.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.07 | 0.38 | 0.34 | 0.26 | 0.28 | 0.33 | 0.31 | 0.31 | 0.28 | 0.25 | 0.24 |
| % Yield | 0.22 | 1.07 | 1.15 | 0.74 | 0.95 | 1.21 | 1.42 | 1.27 | 1.33 | 1.24 | 1.13 |
| Capital Gains ($) | 0.00 | 1.61 | 0.71 | 1.53 | 0.54 | 0.79 | 1.46 | 1.06 | 0.86 | 0.68 | 0.71 |
| Expense Ratio | 0.00 | 0.43 | 0.43 | 0.42 | 0.42 | 0.42 | 0.43 | 0.52 | 0.65 | 0.65 | 0.65 |
* 1 = Top 20%, 5 = Bottom 20%