Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIMBX (INCOME FUND OF AMERICA CLASS 529-B) | NA | -34.32% | -11.42% | -2.18% | -0.76% | 2.17% | NA | … | … |
Data as of 04/10/2017, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIMBX (INCOME FUND OF AMERICA CLASS 529-B) | 03/15/2002 | 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 (%) | -40.54 | -34.32 | -11.42 | -2.18 | -0.76 | 2.17 | NA | … | … | 3.28 | 9.63 | -2.36 | 7.48 | 17.19 | 10.99 | 4.63 | 11.21 | 23.46 | -29.55 | 2.88 | 19.25 | 1.71 | 10.86 | 21.55 | -11.39 |
| Sharpe Ratio | NA | 1.41 | 0.59 | 1.00 | 0.33 | NA | NA | … | … | 2.71 | 1.03 | -0.23 | 1.00 | 2.26 | 1.46 | 0.34 | 1.03 | 1.62 | -1.24 | -0.01 | 2.62 | -0.07 | 1.56 | 2.89 | -1.33 |
| Standard Deviation(%) | NA | 7.15 | 8.82 | 8.44 | 12.63 | NA | NA | … | … | 4.52 | 9.11 | 10.33 | 7.48 | 7.60 | 7.55 | 13.41 | 10.78 | 14.41 | 24.58 | 10.92 | 6.12 | 6.57 | 6.36 | 7.22 | 11.41 |
| Draw Down(%) | NA | 3.87 | 11.53 | 11.53 | 44.94 | NA | NA | … | … | 1.60 | 6.49 | 10.72 | 5.81 | 6.08 | 5.54 | 11.88 | 8.89 | 18.79 | 38.39 | 7.56 | 4.46 | 4.58 | 5.89 | 6.85 | 20.51 |
| Yield(%) | 0.00 | 1.56 | 2.77 | 3.20 | 3.22 | 3.91 | 2.94 | … | … | 0.00 | 2.17 | 3.82 | 2.90 | 2.63 | 3.08 | 3.29 | 4.05 | 4.32 | 3.51 | 7.75 | 6.47 | 4.15 | 2.74 | 1.72 | 0.00 |
Data as of 04/10/2017, 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 |
|---|---|---|---|---|
| CIMBX (INCOME FUND OF AMERICA CLASS 529-B) |
-10.07%
Feb 2006 – Feb 2009 |
-3.68%
Feb 2004 – Feb 2009 |
4.26%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIMBX (INCOME FUND OF AMERICA CLASS 529-B) |
19.89%
Feb 2009 – Feb 2012 |
16.95%
Feb 2009 – Feb 2014 |
7.48%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart