Nasdaq
USD
American Funds Income Fd of Amer F-2 (AMEFX)
28.05
-0.04
(-0.14%)
At close: 6:05:09 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.51% |
|---|---|
| 5y Average Return | 8.04% |
| Number of Years Up | 14 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 6, 2026) | 19.16% |
| Worst 1Y Total Return (Nov 6, 2026) | -- |
| Best 3Y Total Return | 19.16% |
| Worst 3Y Total Return | 3.93% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
AMEFX
Category
- YTD
- 9.61%
- 0.00%
- 1-Month
- 4.13%
- 0.00%
- 3-Month
- 1.06%
- 0.00%
- 1-Year
- 13.19%
- 0.00%
- 3-Year
- 16.76%
- 0.00%
- 5-Year
- 8.51%
- 0.00%
- 10-Year
- 9.06%
- 0.00%
- Last Bull Market
- 21.72%
- 0.00%
- Last Bear Market
- -8.11%
- 0.00%
Annual Total Return (%) History
Year
AMEFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
2.88% | 3.08% | -0.74% | -- |
|
2025
|
4.73% | 5.66% | 3.81% | 2.74% |
|
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% |
Rank in Category (By Total Return)
| YTD | 19 |
| 1-Month | 1 |
|---|---|
| 3-Month | 9 |
| 1-Year | 15 |
| 3-Year | 15 |
| 5-Year | 10 |
Load Adjusted Returns
| 1-Year | 13.19% |
| 3-Year | 16.76% |
|---|---|
| 5-Year | 8.51% |
| 10-Year | 9.06% |
Performance & Risk
| YTD Return | 8.51% |
| 5y Average Return | 8.04% |
| Rank in Category (ytd) | 19 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.82 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Capital Group |
| Net Assets | 147.62B |
| YTD Return | 9.61% |
| Yield | 3.59% |
| Morningstar Rating | |
| Inception Date | Aug 01, 2008 |
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.
