Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIMAX (INCOME FUND OF AMERICA CLASS 529-A) | 5.77% | 15.16% | 13.93% | 6.22% | 7.87% | 7.94% | 7.05% | … | … |
Data as of 06/03/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIMAX (INCOME FUND OF AMERICA CLASS 529-A) | 03/15/2002 | 06/03/2026 |
| 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 (%) | -0.65 | 15.16 | 13.93 | 6.22 | 7.87 | 7.94 | 7.05 | … | … | 5.77 | 17.75 | 10.84 | 7.58 | -9.67 | 12.90 | 4.83 | 18.85 | -5.18 | 13.27 | 10.51 | -1.56 | 8.31 | 18.12 | 11.82 | 5.52 | 12.13 | 24.49 | -28.85 | 3.80 | 20.22 | 2.36 | 11.52 | 22.24 | -11.26 |
| Sharpe Ratio | NA | 1.97 | 1.31 | 0.40 | 0.58 | NA | NA | … | … | 1.68 | 1.54 | 0.96 | 0.48 | -0.84 | 1.40 | 0.21 | 2.59 | -0.72 | 2.86 | 1.13 | -0.15 | 1.11 | 2.39 | 1.57 | 0.41 | 1.12 | 1.69 | -1.20 | 0.06 | 2.73 | 0.01 | 1.65 | 2.95 | -1.31 |
| Standard Deviation(%) | NA | 7.15 | 8.56 | 9.79 | 10.87 | NA | NA | … | … | 8.45 | 9.69 | 7.55 | 8.29 | 13.31 | 9.20 | 21.99 | 6.71 | 9.11 | 4.44 | 9.11 | 10.32 | 7.45 | 7.57 | 7.55 | 13.41 | 10.78 | 14.42 | 24.74 | 11.05 | 6.18 | 6.60 | 6.40 | 7.30 | 11.45 |
| Draw Down(%) | NA | 6.12 | 8.61 | 16.47 | 26.12 | NA | NA | … | … | 6.12 | 8.61 | 4.15 | 7.90 | 15.81 | 4.38 | 26.12 | 3.56 | 11.89 | 1.80 | 6.49 | 10.44 | 5.73 | 6.02 | 5.47 | 11.56 | 8.70 | 18.81 | 37.97 | 7.59 | 4.40 | 4.44 | 5.69 | 6.70 | 20.50 |
| Yield(%) | 0.00 | 9.89 | 7.39 | 4.96 | 5.61 | 6.00 | 5.52 | … | … | 0.64 | 10.63 | 6.64 | 3.76 | 2.94 | 3.13 | 3.20 | 6.00 | 6.64 | 5.27 | 3.26 | 4.68 | 3.76 | 3.51 | 3.94 | 4.12 | 4.91 | 5.14 | 4.21 | 8.53 | 7.32 | 4.77 | 3.31 | 2.32 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| CIMAX (INCOME FUND OF AMERICA CLASS 529-A) |
-9.27%
Feb 2006 – Feb 2009 |
-2.93%
Feb 2004 – Feb 2009 |
4.81%
Oct 2013 – Oct 2023 |
4.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIMAX (INCOME FUND OF AMERICA CLASS 529-A) |
20.93%
Feb 2009 – Feb 2012 |
17.95%
Feb 2009 – Feb 2014 |
11.70%
Feb 2009 – Feb 2019 |
9.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart