Test your investment's endurance

Use our comparison tool to dive deeper and explore how your investment stacks up, even in periods of market instability.

While the current crisis represents a new challenge, there is nothing new about market volatility. Markets have survived viral outbreaks, natural disasters, and other economic, financial and geopolitical crises in the past. We believe that looking past such periods of market instability and staying the course can benefit investors over the long term and help them reach their financial goals.

To see how your investment has held up, use our new comparison tool, which includes:


Analyze your investment's results against its Morningstar category index and American Funds peers over short- and long-term periods.

Market corrections

See how your investment has fared against its American Funds peers during recent market corrections, including the current crisis.


Compare your investment's Morningstar category ranking to similar American Funds and see how it stacks up.

Stay in the know

Visit Capital Ideas to see our latest insights

Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown.
Share prices and returns will vary, so investors may lose money. Investing for short periods makes losses more likely.

Returns shown at net asset value (NAV) have all distributions reinvested.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

There may have been periods when the fund(s) lagged the index(es). Certain market indexes are unmanaged and, therefore, have no expenses.
Investors cannot invest directly in an index.

Results are based on the specified share class. Results are calculated by Morningstar. Due to differing calculation methods, the results shown here may differ from those calculated by individual fund companies.

Results for periods before a share class was sold are hypothetical and may be based, in part, on returns for periods prior to the share class's actual inception. Generally, these hypothetical returns reflect the results of an older share class of the fund, which may be adjusted to reflect the fees and expenses of the newer share class. Please refer to each fund’s prospectus for dates of first sale and specific expense adjustment information.

Funds may include waivers and/or reimbursements, without which results would be lower and net expenses ratios higher. Please see each fund's most recent prospectus for details.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Funds are managed, so holdings will change.

Investment results assume all distributions are reinvested and reflect applicable fees and expenses.

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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.

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Copyright © 2020 S&P Dow Jones Indices LLC, a division of S&P Global, and/or its affiliates. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC.

Bloomberg® is a trademark of Bloomberg Finance L.P. (collectively with its affiliates, "Bloomberg"). Barclays® is a trademark of Barclays Bank Plc (collectively with its affiliates, “Barclays”), used under license. Neither Bloomberg nor Barclays approves or endorses this material, guarantees the accuracy or completeness of any information herein and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.

© 2020 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.