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RIDCX: INCOME FUND OF AMERICA CLASS R-3 (MUTUAL FUND)
Basic Info 23.55 0.12(0.51%) May 02
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (36%) |
Start Date: | 06/10/2002 |
Last Dividend Date: | 03/11/2024 |
12-Mo. Yield | 3.40% |
Expenses | 0.69% |
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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 | Since 06/10/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 1.6 | 7.7 | 3.0 | 6.2 | 5.8 | 8.9 | 6.5 | 6.5 | 7.2 | -6.8 | 17.0 | 4.6 | 18.5 | -5.5 | 13.0 | 10.2 | -1.8 | 8.0 | 17.8 | 11.6 | 5.2 | 11.6 | 24.1 | -29.1 | 3.5 | 19.9 | 2.1 | 11.3 | 24.8 | -10.1 |
Sharpe Ratio | NA | 0.44 | 0.57 | 0.09 | 0.36 | 0.46 | NA | NA | 0.48 | 0.36 | -0.63 | 2.05 | 0.2 | 2.54 | -0.74 | 2.78 | 1.1 | -0.18 | 1.08 | 2.33 | 1.53 | 0.39 | 1.07 | 1.67 | -1.21 | 0.05 | 2.71 | 0.0 | 1.61 | 3.42 | -1.39 |
Draw Down(%) | NA | 3.9 | 8.0 | 16.0 | 26.2 | 26.2 | NA | NA | 44.4 | 8.0 | 16.0 | 3.5 | 26.2 | 3.6 | 12.1 | 1.8 | 6.5 | 10.5 | 5.8 | 6.0 | 5.5 | 11.7 | 8.9 | 18.8 | 38.1 | 7.6 | 4.4 | 4.5 | 5.8 | 6.8 | 18.3 |
Standard Deviation(%) | NA | 7.2 | 7.9 | 9.9 | 12.9 | 10.9 | NA | NA | 11.4 | 8.3 | 13.0 | 8.2 | 22.0 | 6.7 | 9.1 | 4.4 | 9.1 | 10.3 | 7.4 | 7.6 | 7.6 | 13.4 | 10.8 | 14.4 | 24.7 | 11.0 | 6.2 | 6.6 | 6.4 | 7.0 | 13.2 |
Treynor Ratio | NA | 0.04 | 0.06 | 0.01 | 0.05 | 0.05 | NA | NA | 0.06 | 0.04 | -0.11 | 0.21 | 0.04 | 0.19 | -0.08 | 0.12 | 0.09 | -0.02 | 0.08 | 0.17 | 0.12 | 0.05 | 0.12 | 0.29 | -0.29 | 0.0 | 0.2 | 0.0 | 0.13 | 0.35 | -0.26 |
Alpha | NA | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.03 | 0.03 | 0.02 | -0.04 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.03 | -0.01 | 0.04 | -0.01 | 0.01 | 0.04 | -0.05 |
Beta | NA | 0.73 | 0.81 | 0.76 | 0.89 | 0.93 | NA | NA | 0.93 | 0.8 | 0.74 | 0.81 | 1.03 | 0.9 | 0.88 | 1.0 | 1.11 | 1.14 | 1.06 | 1.06 | 0.99 | 0.96 | 0.99 | 0.84 | 1.03 | 1.15 | 0.82 | 0.82 | 0.79 | 0.69 | 0.7 |
RSquared | NA | 0.68 | 0.75 | 0.78 | 0.86 | 0.86 | NA | NA | 0.88 | 0.77 | 0.84 | 0.68 | 0.94 | 0.9 | 0.89 | 0.81 | 0.91 | 0.93 | 0.9 | 0.91 | 0.91 | 0.94 | 0.94 | 0.92 | 0.95 | 0.91 | 0.78 | 0.65 | 0.74 | 0.85 | 0.78 |
Yield(%) | N/A | 0.6 | 3.4 | 5.1 | 5.2 | 4.9 | 7.1 | 5.5 | N/A | 3.5 | 5.8 | 7.0 | 2.9 | 5.7 | 6.3 | 4.9 | 3.0 | 4.4 | 3.4 | 3.2 | 3.7 | 3.9 | 4.5 | 4.8 | 4.0 | 8.3 | 7.1 | 4.6 | 3.2 | 4.3 | 0.0 |
Dividend Growth(%) | N/A | -80.8 | -48.3 | 18.1 | 20.5 | 26.7 | N/A | N/A | N/A | -48.0 | -8.0 | 139.7 | -41.4 | -21.6 | 39.6 | 79.7 | -37.2 | 36.2 | 16.9 | -4.8 | -3.1 | -8.6 | 11.1 | -17.1 | -55.0 | 31.0 | 51.8 | 54.5 | -12.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2002
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