Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AICFX (INVESTMENT CO OF AMERICA CLASS F-1) | 5.93% | 9.11% | 11.48% | 10.82% | 9.67% | 11.63% | 8.64% | 7.96% |
Data as of 06/05/2025, AR inception is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AICFX (INVESTMENT CO OF AMERICA CLASS F-1) | 04/06/2001 | 06/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 1.81 | 9.11 | 11.48 | 10.82 | 9.67 | 11.63 | 8.64 | 7.96 | 5.93 | 15.56 | 23.94 | -19.26 | 17.95 | 14.07 | 24.44 | -6.70 | 19.64 | 14.49 | -1.66 | 12.01 | 32.37 | 15.58 | -1.83 | 10.78 | 27.20 | -34.77 | 5.88 | 15.95 | 6.77 | 9.30 | 25.56 | -14.58 | 2.57 |
| Sharpe Ratio | NA | 0.29 | 0.42 | 0.54 | 0.46 | NA | NA | 0.40 | 0.27 | 0.60 | 1.58 | -0.92 | 1.39 | 0.45 | 1.96 | -0.52 | 3.06 | 1.10 | -0.11 | 1.08 | 3.10 | 1.29 | -0.09 | 0.64 | 1.27 | -1.06 | 0.22 | 1.56 | 0.56 | 0.94 | 1.99 | -0.84 | 0.11 |
| Standard Deviation(%) | NA | 20.30 | 17.60 | 17.22 | 17.24 | NA | NA | 16.79 | 24.57 | 14.94 | 12.61 | 22.46 | 12.94 | 30.31 | 11.73 | 15.54 | 6.25 | 13.01 | 14.95 | 11.14 | 10.42 | 12.12 | 21.87 | 16.72 | 21.31 | 33.68 | 13.37 | 8.18 | 8.17 | 8.88 | 12.48 | 18.62 | 14.33 |
| Draw Down(%) | NA | 21.80 | 21.80 | 28.01 | 31.09 | NA | NA | 50.88 | 17.63 | 10.72 | 8.92 | 25.40 | 7.73 | 31.09 | 7.12 | 18.28 | 2.80 | 8.47 | 13.11 | 7.69 | 5.98 | 9.02 | 19.33 | 14.68 | 22.57 | 44.54 | 9.01 | 6.63 | 6.09 | 6.47 | 11.98 | 27.21 | 19.23 |
| Yield(%) | 0.00 | 1.03 | 1.37 | 1.57 | 4.58 | 7.53 | 5.72 | 5.55 | 0.25 | 1.17 | 1.69 | 1.14 | 1.33 | 1.50 | 7.53 | 9.60 | 7.97 | 5.94 | 8.39 | 11.10 | 10.11 | 4.10 | 2.01 | 2.08 | 2.64 | 2.06 | 7.48 | 8.79 | 4.82 | 2.59 | 2.43 | 3.35 | 2.52 |
Data as of 06/05/2025, AR inception is 04/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AICFX (INVESTMENT CO OF AMERICA CLASS F-1) |
-12.95%
Feb 2006 - Feb 2009 |
-5.07%
Feb 2004 - Feb 2009 |
3.08%
Sep 2001 - Sep 2011 |
5.80%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AICFX (INVESTMENT CO OF AMERICA CLASS F-1) |
22.66%
Sep 2011 - Sep 2014 |
20.46%
Feb 2009 - Feb 2014 |
14.40%
Sep 2011 - Sep 2021 |
13.03%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart