CICAX: INVESTMENT CO OF AMERICA CLASS 529-A (MUTUAL FUND)
Basic Info 60.72 0.03(0.05%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 02/28/2002 |
| Last Dividend Date: | 03/12/2025 |
| 12-Mo. Yield | 1.09% |
| Expenses | 0.27% |
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Performance Analytics (As of 05/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/28/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | 6.0 | 10.5 | 11.7 | 11.5 | 9.6 | 11.5 | 8.6 | 8.0 | 15.6 | 24.0 | -19.3 | 18.0 | 14.1 | 24.5 | -6.7 | 19.7 | 14.5 | -1.7 | 12.0 | 32.4 | 15.5 | -1.8 | 10.8 | 27.1 | -34.8 | 5.8 | 15.9 | 6.7 | 9.2 | 24.9 | -15.9 |
| Sharpe Ratio | NA | 0.27 | 0.29 | 0.42 | 0.54 | 0.46 | NA | NA | 0.4 | 0.6 | 1.58 | -0.92 | 1.39 | 0.45 | 1.96 | -0.52 | 3.08 | 1.1 | -0.11 | 1.07 | 3.1 | 1.28 | -0.09 | 0.64 | 1.27 | -1.06 | 0.21 | 1.55 | 0.56 | 0.93 | 1.94 | -1.02 |
| Draw Down(%) | NA | 17.6 | 21.8 | 21.8 | 28.0 | 31.1 | NA | NA | 50.9 | 10.7 | 8.9 | 25.4 | 7.7 | 31.1 | 7.1 | 18.3 | 2.8 | 8.5 | 13.1 | 7.7 | 6.0 | 9.0 | 19.3 | 14.7 | 22.6 | 44.6 | 9.0 | 6.6 | 6.1 | 6.5 | 12.5 | 27.9 |
| Standard Deviation(%) | NA | 24.6 | 20.3 | 17.6 | 17.2 | 17.2 | NA | NA | 16.9 | 14.9 | 12.6 | 22.5 | 12.9 | 30.3 | 11.8 | 15.5 | 6.2 | 13.0 | 15.0 | 11.1 | 10.4 | 12.1 | 21.9 | 16.7 | 21.3 | 33.6 | 13.3 | 8.2 | 8.2 | 8.9 | 12.5 | 19.4 |
| Treynor Ratio | NA | 0.07 | 0.06 | 0.08 | 0.1 | 0.09 | NA | NA | 0.08 | 0.09 | 0.22 | -0.23 | 0.21 | 0.16 | 0.25 | -0.09 | 0.22 | 0.15 | -0.02 | 0.13 | 0.35 | 0.17 | -0.02 | 0.12 | 0.35 | -0.43 | 0.03 | 0.16 | 0.06 | 0.11 | 0.0 | 0.0 |
| Alpha | NA | 0.03 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.03 | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | 0.02 | -0.02 | 0.0 | 0.01 | 0.01 | 0.01 | NA | NA |
| Beta | NA | 0.92 | 0.93 | 0.92 | 0.9 | 0.9 | NA | NA | 0.87 | 0.98 | 0.89 | 0.89 | 0.87 | 0.87 | 0.92 | 0.89 | 0.88 | 0.96 | 0.95 | 0.95 | 0.92 | 0.93 | 0.92 | 0.91 | 0.77 | 0.82 | 0.84 | 0.78 | 0.78 | 0.78 | NA | NA |
| RSquared | NA | 0.98 | 0.85 | 0.89 | 0.9 | 0.94 | NA | NA | 0.89 | 0.72 | 0.88 | 0.96 | 0.8 | 0.99 | 0.96 | 0.97 | 0.91 | 0.95 | 0.97 | 0.96 | 0.96 | 0.97 | 0.99 | 0.98 | 0.97 | 0.99 | 0.98 | 0.95 | 0.95 | 0.88 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.3 | 1.1 | 1.4 | 1.6 | 4.6 | 7.5 | 5.7 | N/A | 1.2 | 1.7 | 1.2 | 1.4 | 1.5 | 7.5 | 9.6 | 8.0 | 5.9 | 8.4 | 11.1 | 10.1 | 4.0 | 2.0 | 2.1 | 2.6 | 2.0 | 7.4 | 8.7 | 4.8 | 2.5 | 2.0 | 0.4 |
| Dividend Growth(%) | N/A | -74.7 | -15.3 | -49.3 | -78.1 | -1.0 | N/A | N/A | N/A | -15.4 | 17.3 | 0.7 | -0.7 | -76.4 | -34.7 | 34.3 | 49.0 | -36.9 | -23.2 | 29.6 | 179.6 | 99.5 | 1.8 | -1.1 | -16.2 | -73.5 | -10.4 | 90.0 | 101.9 | 53.4 | 277.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/2002
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