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AICCX: INVESTMENT CO OF AMERICA CLASS C (MUTUAL FUND)
Basic Info 62.61 0.59(0.95%) July 03
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (31%) |
| Start Date: | 04/06/2001 |
| Last Dividend Date: | 03/12/2025 |
| 12-Mo. Yield | 0.23% |
| Expenses | 1.42% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/06/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 10.3 | 10.6 | 16.1 | 11.9 | 9.3 | 11.2 | 8.0 | 7.3 | 14.7 | 23.0 | -19.8 | 17.1 | 13.3 | 23.6 | -7.3 | 18.8 | 13.7 | -2.3 | 11.2 | 31.4 | 14.7 | -2.6 | 9.9 | 26.2 | -35.3 | 5.1 | 15.0 | 6.0 | 8.6 | 24.8 | -15.2 | 1.9 |
| Sharpe Ratio | NA | 0.69 | 0.3 | 0.67 | 0.58 | 0.45 | NA | NA | 0.36 | 0.54 | 1.51 | -0.95 | 1.31 | 0.43 | 1.88 | -0.56 | 2.92 | 1.04 | -0.16 | 1.0 | 3.01 | 1.22 | -0.12 | 0.59 | 1.22 | -1.07 | 0.16 | 1.44 | 0.47 | 0.86 | 1.94 | -0.88 | 0.05 |
| Draw Down(%) | NA | 17.5 | 21.8 | 21.8 | 28.5 | 31.1 | NA | NA | 51.4 | 10.8 | 9.1 | 25.8 | 7.8 | 31.1 | 7.2 | 18.8 | 2.9 | 8.5 | 13.3 | 7.7 | 6.1 | 9.1 | 19.6 | 14.8 | 22.6 | 44.9 | 9.1 | 6.7 | 6.1 | 6.6 | 12.1 | 27.5 | 19.5 |
| Standard Deviation(%) | NA | 22.9 | 20.4 | 17.1 | 16.9 | 17.3 | NA | NA | 16.8 | 14.9 | 12.6 | 22.5 | 13.0 | 30.3 | 11.8 | 15.5 | 6.3 | 13.0 | 15.0 | 11.2 | 10.4 | 12.1 | 21.9 | 16.7 | 21.3 | 33.7 | 13.4 | 8.2 | 8.1 | 8.9 | 12.4 | 18.6 | 14.3 |
| Treynor Ratio | NA | 0.17 | 0.07 | 0.13 | 0.11 | 0.09 | NA | NA | 0.07 | 0.08 | 0.21 | -0.24 | 0.2 | 0.15 | 0.24 | -0.1 | 0.22 | 0.14 | -0.02 | 0.12 | 0.34 | 0.16 | -0.03 | 0.11 | 0.34 | -0.44 | 0.02 | 0.15 | 0.05 | 0.1 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.03 | 0.0 | -0.01 | -0.02 | -0.02 | -0.02 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.02 | -0.02 | 0.02 | -0.03 | 0.0 | 0.01 | 0.0 | 0.01 | NA | NA | NA |
| Beta | NA | 0.91 | 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 | 0.84 | 0.96 | 0.95 | 0.95 | 0.92 | 0.93 | 0.92 | 0.91 | 0.77 | 0.82 | 0.84 | 0.78 | 0.77 | 0.78 | NA | NA | NA |
| RSquared | NA | 0.97 | 0.84 | 0.88 | 0.9 | 0.94 | NA | NA | 0.86 | 0.72 | 0.88 | 0.96 | 0.8 | 0.99 | 0.96 | 0.97 | 0.81 | 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 | 0.0 |
| Yield(%) | N/A | 0.1 | 0.2 | 0.6 | 0.7 | 3.9 | 6.4 | 4.8 | N/A | 0.4 | 0.9 | 0.6 | 0.6 | 0.8 | 6.8 | 9.0 | 7.3 | 5.2 | 7.7 | 10.4 | 9.3 | 3.3 | 1.2 | 1.3 | 1.8 | 1.4 | 6.7 | 8.0 | 4.1 | 1.9 | 1.8 | 2.7 | 2.0 |
| Dividend Growth(%) | N/A | -76.3 | -62.2 | -71.8 | -89.9 | -7.7 | N/A | N/A | N/A | -49.6 | 33.7 | 13.7 | -24.8 | -85.6 | -36.8 | 37.8 | 54.0 | -39.9 | -24.4 | 31.3 | 218.5 | 154.8 | 1.4 | -12.2 | -13.2 | -79.6 | -11.5 | 104.6 | 121.0 | 26.2 | -43.0 | 38.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/06/2001
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