Back to top
Capital Group U.s. Equity Fund: (MF: CUSEX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$37.94 USD
+0.43 (1.15%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.95 | 15 |
| 3 months | 14.43 | 40 |
| 6 months | 5.96 | 24 |
| 1 Year | 17.36 | 29 |
| 3 Year | 15.89 | 38 |
| 5 Year | 13.61 | 43 |
| 10 Year | 12.72 | 30 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 17.07 |
| 5 Year | 14.04 |
| 10 Year | 12.63 |
| Since Inception | 11.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.25 | 12.70 | NA | NA |
| 2024 | 9.65 | 2.78 | 5.40 | 1.85 |
| 2023 | 3.30 | 6.60 | -3.54 | 11.88 |
| 2022 | -4.51 | -12.32 | -5.12 | 10.03 |
| 2021 | 2.88 | 9.02 | 0.46 | 9.09 |
| 2020 | -14.57 | 18.27 | 5.63 | 8.36 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.95 | 21.00 | 18.83 | -12.59 | 22.94 | 15.66 | 32.53 | -3.29 | 20.60 | 10.09 | 1.83 |
| % Total Return Rel to Index | 2.36 | -4.01 | -7.41 | 5.61 | -5.73 | -2.73 | 1.04 | 1.10 | -1.19 | -1.84 | 0.44 |
| % Total Return Rel to Peer | 4.00 | 1.61 | -4.16 | 7.10 | 0.88 | -4.25 | 4.10 | 3.57 | -0.07 | 2.27 | 3.43 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 | 2.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.14 | 0.31 | 0.38 | 0.34 | 0.26 | 0.28 | 0.33 | 0.31 | 0.31 | 0.28 | 0.25 |
| % Yield | 0.35 | 0.81 | 0.85 | 1.15 | 0.74 | 0.95 | 1.21 | 1.42 | 1.27 | 1.33 | 1.24 |
| Capital Gains ($) | 0.00 | 2.92 | 1.61 | 0.71 | 1.53 | 0.54 | 0.79 | 1.46 | 1.06 | 0.86 | 0.68 |
| Expense Ratio | 0.43 | 0.43 | 0.43 | 0.43 | 0.42 | 0.42 | 0.42 | 0.43 | 0.52 | 0.65 | 0.65 |
* 1 = Top 20%, 5 = Bottom 20%