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CIMFX: INCOME FUND OF AMERICA CLASS 529-F-1 (MUTUAL FUND)
Basic Info 23.47 0.08(0.34%) May 01
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (87%) |
Start Date: | 03/14/2002 |
Last Dividend Date: | 03/11/2024 |
12-Mo. Yield | 3.77% |
Expenses | 0.58% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.0 | 1.3 | 6.7 | 3.2 | 6.5 | 6.3 | 9.4 | 7.0 | 6.7 | 7.7 | -6.3 | 17.5 | 5.1 | 19.1 | -4.9 | 13.5 | 10.8 | -1.4 | 8.6 | 18.4 | 12.1 | 5.7 | 12.2 | 24.7 | -28.7 | 4.0 | 20.5 | 2.4 | 11.5 | 22.2 | -11.9 |
Sharpe Ratio | NA | 0.51 | 0.63 | 0.14 | 0.4 | 0.51 | NA | NA | 0.5 | 0.42 | -0.59 | 2.12 | 0.22 | 2.63 | -0.69 | 2.92 | 1.16 | -0.14 | 1.14 | 2.42 | 1.62 | 0.43 | 1.12 | 1.71 | -1.19 | 0.09 | 2.78 | 0.03 | 1.63 | 2.98 | -1.38 |
Draw Down(%) | NA | 3.9 | 7.9 | 15.7 | 26.1 | 26.1 | NA | NA | 44.0 | 7.9 | 15.7 | 3.5 | 26.1 | 3.5 | 11.7 | 1.8 | 6.4 | 10.4 | 5.7 | 6.0 | 5.4 | 11.5 | 8.9 | 18.7 | 37.9 | 7.6 | 4.4 | 4.4 | 5.7 | 6.8 | 20.5 |
Standard Deviation(%) | NA | 7.1 | 7.8 | 9.9 | 12.9 | 10.9 | NA | NA | 11.3 | 8.3 | 13.0 | 8.3 | 22.0 | 6.7 | 9.1 | 4.4 | 9.1 | 10.3 | 7.5 | 7.6 | 7.5 | 13.4 | 10.8 | 14.4 | 24.7 | 11.0 | 6.2 | 6.6 | 6.4 | 7.2 | 11.4 |
Treynor Ratio | NA | 0.05 | 0.06 | 0.02 | 0.06 | 0.06 | NA | NA | 0.06 | 0.04 | -0.1 | 0.22 | 0.05 | 0.2 | -0.07 | 0.13 | 0.09 | -0.01 | 0.08 | 0.17 | 0.12 | 0.06 | 0.12 | 0.29 | -0.29 | 0.01 | 0.21 | 0.0 | 0.13 | 0.31 | -0.24 |
Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | 0.03 | 0.02 | -0.04 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.03 | -0.03 | -0.01 | 0.04 | -0.01 | 0.01 | 0.03 | -0.03 |
Beta | NA | 0.73 | 0.81 | 0.76 | 0.89 | 0.93 | NA | NA | 0.92 | 0.8 | 0.74 | 0.8 | 1.03 | 0.9 | 0.88 | 1.0 | 1.11 | 1.15 | 1.06 | 1.06 | 0.98 | 0.96 | 0.98 | 0.83 | 1.03 | 1.15 | 0.81 | 0.83 | 0.79 | 0.69 | 0.67 |
RSquared | NA | 0.69 | 0.75 | 0.78 | 0.86 | 0.86 | NA | NA | 0.88 | 0.77 | 0.84 | 0.67 | 0.94 | 0.91 | 0.89 | 0.81 | 0.91 | 0.93 | 0.9 | 0.92 | 0.91 | 0.94 | 0.94 | 0.92 | 0.95 | 0.91 | 0.75 | 0.66 | 0.74 | 0.81 | 0.75 |
Yield(%) | N/A | 0.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.9 | 6.2 | 7.5 | 3.5 | 6.2 | 6.8 | 5.5 | 3.4 | 4.9 | 4.0 | 3.7 | 4.2 | 4.3 | 4.9 | 5.4 | 4.4 | 8.7 | 7.5 | 4.8 | 3.3 | 2.3 | 0.0 |
Dividend Growth(%) | N/A | -79.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -44.4 | -8.6 | 116.0 | -36.7 | -20.0 | 34.5 | 72.5 | -34.3 | 29.6 | 19.1 | -2.9 | -2.8 | -6.5 | 8.5 | -15.5 | -52.8 | 29.0 | 56.8 | 57.1 | 69.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/12/2002
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