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Volatility & Returns

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For Class 529-C Shares, this chart tracks the 10-year standard deviation
and 10-year annualized return of the equity funds.
Internal Prompt
Equity Funds | Fixed Income Funds
Index 70%/30% MSCI All Country World Index/Bloomberg U.S. Aggregate Index

Capital Group offers a range of share classes designed to meet the needs of retirement plan sponsors and participants. The different share classes incorporate varying levels of financial professional compensation and service provider payments.

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

© 2025 Morningstar, Inc. All Rights Reserved. Some of 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, its content providers nor Capital Group are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Information is calculated by Morningstar. Due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group.

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Standard Deviation as of 03/31/2025. Annualized return as of 03/31/2025

Volatility & Return chart is not available for funds less than 10 years old.