Sources: Capital Group, Morningstar. Class F-2 and R-6 shares with all distributions reinvested. View fund expense ratios and returns.
Dates shown for bear markets are based on price declines of 20% or more (without dividends reinvested) in the unmanaged S&P 500 with at least 50% recovery between declines. Funds shown are the equity-focused American Funds in existence at the time of each decline. Fund and benchmark returns are based on total returns.
Class F-2 shares were first offered on August 1, 2008. Class F-2 share results prior to the date of first sale are hypothetical based on Class A share results without a sales charge, adjusted for estimated annual expenses. The results shown are before taxes on fund distributions and sale of fund shares. Past results are not predictive of results in future periods. Results for other share classes may differ.
Class R-6 shares were first offered on May 1, 2009. Class R-6 share results prior to the date of first sale are hypothetical based on Class A share results without a sales charge, adjusted for typical estimated expenses. Please see the fund’s prospectus for more information on specific expenses.
Benchmark indexes for the funds: S&P 500 (ICA, AMF, WMIF, AMCAP, GFA, FI); MSCI World (NPF, WGI, GIF); 60% S&P 500 / 40% Bloomberg Barclays U.S. Aggregate (AMBAL); 65% S&P 500 / 35% Bloomberg U.S. Aggregate (IFA); 70% MSCI ACWI / 30% Bloomberg Barclays U.S. Aggregate (CIB); S&P 500 prior to the 2020 bear market, MSCI ACWI thereafter (NEF); MSCI EAFE prior to the 2007-09 bear market, MSCI ACWI ex USA thereafter (EUPAC); MSCI ACWI Small Cap (SMALLCAP); MSCI ACWI (NWF); MSCI ACWI ex USA (IGI), 60% MSCI ACWI / 40% Bloomberg Barclays Global Aggregate (GBAL); MSCI Emerging Markets (DWGI); MSCI EAFE (IVE).