Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CICEX (INVESTMENT CO OF AMERICA CLASS 529-E) | 10.16% | 25.11% | 23.79% | 12.06% | 12.87% | 12.42% | 9.58% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CICEX (INVESTMENT CO OF AMERICA CLASS 529-E) | 03/15/2002 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.01 | 25.11 | 23.79 | 12.06 | 12.87 | 12.42 | 9.58 | … | … | 10.16 | 20.14 | 24.54 | 28.18 | -19.46 | 17.66 | 13.84 | 24.16 | -6.89 | 19.38 | 14.20 | -1.87 | 11.70 | 31.96 | 15.23 | -2.14 | 10.46 | 26.76 | -34.98 | 5.53 | 15.52 | 6.42 | 8.56 | 22.73 | -19.58 |
| Sharpe Ratio | NA | 2.00 | 1.46 | 0.60 | 0.68 | NA | NA | … | … | 1.72 | 0.98 | 1.66 | 1.99 | -0.93 | 1.36 | 0.45 | 1.93 | -0.53 | 3.01 | 1.07 | -0.13 | 1.05 | 3.05 | 1.27 | -0.10 | 0.62 | 1.25 | -1.06 | 0.18 | 1.48 | 0.51 | 0.86 | 1.76 | -1.28 |
| Standard Deviation(%) | NA | 12.46 | 14.52 | 16.19 | 16.73 | NA | NA | … | … | 14.52 | 17.75 | 12.57 | 12.41 | 22.47 | 12.94 | 30.34 | 11.76 | 15.55 | 6.24 | 13.01 | 14.96 | 11.13 | 10.46 | 12.10 | 21.89 | 16.68 | 21.27 | 33.67 | 13.34 | 8.19 | 8.15 | 8.85 | 12.50 | 19.53 |
| Draw Down(%) | NA | 10.13 | 17.43 | 28.17 | 31.09 | NA | NA | … | … | 10.13 | 17.43 | 6.81 | 8.99 | 25.51 | 7.77 | 31.09 | 7.12 | 18.46 | 2.83 | 8.49 | 13.19 | 7.70 | 6.03 | 9.06 | 19.46 | 14.74 | 22.60 | 44.70 | 9.05 | 6.63 | 6.12 | 6.84 | 12.44 | 27.97 |
| Yield(%) | 0.00 | 10.70 | 10.27 | 6.01 | 7.47 | 8.93 | 6.86 | … | … | 0.18 | 11.30 | 10.48 | 5.80 | 0.96 | 1.11 | 1.30 | 7.30 | 9.40 | 7.74 | 5.71 | 8.15 | 10.84 | 9.82 | 3.78 | 1.71 | 1.78 | 2.29 | 1.79 | 7.15 | 8.45 | 4.48 | 1.91 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CICEX (INVESTMENT CO OF AMERICA CLASS 529-E) |
-13.24%
Feb 2006 – Feb 2009 |
-5.44%
Feb 2004 – Feb 2009 |
2.95%
May 2002 – May 2012 |
5.52%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CICEX (INVESTMENT CO OF AMERICA CLASS 529-E) |
26.47%
Sep 2022 – Sep 2025 |
20.08%
Feb 2009 – Feb 2014 |
14.12%
Sep 2011 – Sep 2021 |
13.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart