Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CICBX (INVESTMENT CO OF AMERICA CLASS 529-B) | NA | 16.52% | 8.98% | 12.78% | 5.71% | 5.99% | NA | … | … |
Data as of 04/10/2017, Common starting date is 02/28/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CICBX (INVESTMENT CO OF AMERICA CLASS 529-B) | 02/28/2002 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 16.52 | 8.98 | 12.78 | 5.71 | 5.99 | NA | … | … | 5.32 | 13.58 | -2.42 | 11.10 | 31.32 | 14.57 | -2.62 | 9.88 | 26.07 | -35.30 | 4.96 | 14.88 | 5.89 | 8.47 | 24.28 | -16.02 |
| Sharpe Ratio | NA | 1.63 | 0.69 | 1.03 | 0.29 | NA | NA | … | … | 3.44 | 1.03 | -0.16 | 0.99 | 3.00 | 1.21 | -0.12 | 0.59 | 1.22 | -1.07 | 0.15 | 1.43 | 0.45 | 0.85 | 1.89 | -1.02 |
| Standard Deviation(%) | NA | 9.86 | 12.75 | 12.29 | 18.24 | NA | NA | … | … | 6.04 | 12.98 | 14.96 | 11.15 | 10.44 | 12.12 | 21.90 | 16.70 | 21.27 | 33.69 | 13.38 | 8.16 | 8.20 | 8.85 | 12.47 | 19.35 |
| Draw Down(%) | NA | 5.40 | 14.56 | 14.56 | 51.48 | NA | NA | … | … | 1.66 | 8.55 | 13.36 | 7.75 | 6.08 | 9.16 | 19.61 | 14.83 | 22.67 | 44.98 | 9.11 | 6.67 | 6.19 | 6.66 | 12.44 | 28.00 |
| Yield(%) | 0.00 | 4.46 | 7.28 | 8.10 | 4.48 | 4.64 | 3.58 | … | … | 0.00 | 4.81 | 7.50 | 10.19 | 9.14 | 3.14 | 1.16 | 1.24 | 1.76 | 1.35 | 6.61 | 7.90 | 3.95 | 1.85 | 1.44 | 0.35 |
Data as of 04/10/2017, Common starting date is 02/28/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CICBX (INVESTMENT CO OF AMERICA CLASS 529-B) |
-13.70%
Feb 2006 – Feb 2009 |
-5.85%
Feb 2004 – Feb 2009 |
2.67%
May 2002 – May 2012 |
5.96%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CICBX (INVESTMENT CO OF AMERICA CLASS 529-B) |
21.64%
Sep 2011 – Sep 2014 |
19.45%
Feb 2009 – Feb 2014 |
7.23%
Aug 2004 – Aug 2014 |
5.96%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart