Nasdaq - Delayed Quote USD

American Funds Inflation Linked Bd 529E (CNLEX)

9.37
+0.01
+(0.11%)
At close: 8:00:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.31%
5y Average Return 0.52%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 16, 2025) 14.32%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 14.32%
Worst 3Y Total Return -3.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CNLEX
Category
YTD
4.74%
2.01%
1-Month
0.53%
0.29%
3-Month
3.37%
2.93%
1-Year
8.60%
7.04%
3-Year
-0.17%
5.93%
5-Year
0.83%
3.88%
10-Year
1.92%
2.85%
Last Bull Market
5.29%
4.99%
Last Bear Market
-6.32%
3.43%

Annual Total Return (%) History

Year
CNLEX
Category
2025
--
--
2024
1.63%
--
2023
1.07%
--
2022
-12.11%
--
2021
3.59%
--
2020
14.32%
10.01%
2019
6.38%
7.92%
2018
-1.20%
-1.64%

2017
2.27%
2.72%
2016
4.21%
4.59%
2015
--
-2.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 4.19% -- -- --
2024 -0.44% 0.78% 4.40% -2.97%
2023 2.88% -3.34% -2.34% 4.07%
2022 -2.57% -6.32% -5.64% 2.05%
2021 -2.03% 2.64% 1.65% 1.35%
2020 3.97% 5.19% 2.70% 1.78%
2019 2.79% 2.51% 0.00% 0.96%
2018 -1.04% 0.63% -0.94% 0.15%
2017 1.36% -0.52% 0.62% 0.80%
2016 3.78% 1.66% 0.92% -2.13%

2015 -0.83% -1.67% -0.43% --

Rank in Category (By Total Return)

YTD 8
1-Month 7
3-Month 8
1-Year 17
3-Year 83
5-Year 85

Load Adjusted Returns

1-Year 8.60%
3-Year -0.17%
5-Year 0.83%
10-Year 1.92%

Performance & Risk

YTD Return 3.31%
5y Average Return 0.52%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Fund Overview

Category Inflation-Protected Bond
Fund Family American Funds
Net Assets 13.51B
YTD Return 4.74%
Yield 1.55%
Morningstar Rating
Inception Date Oct 30, 2020

Fund Summary

The fund seeks to provide inflation protection and income by investing primarily in inflation linked securities. Normally, at least 80% of the fund's assets will be invested in inflation linked bonds issued by U.S. and non-U.S. governments, their agencies or instrumentalities, and corporations. Inflation linked bonds are structured to protect against inflation by linking the bond's principal and interest payments to an inflation index so that principal and interest adjust to reflect changes in the index.

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