Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIMEX (INCOME FUND OF AMERICA CLASS 529-E) | 6.24% | 15.47% | 13.86% | 5.99% | 7.64% | 7.76% | 6.81% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIMEX (INCOME FUND 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 (%) | -0.11 | 15.47 | 13.86 | 5.99 | 7.64 | 7.76 | 6.81 | … | … | 6.24 | 17.46 | 10.57 | 7.30 | -9.88 | 12.60 | 4.65 | 18.60 | -5.41 | 12.98 | 10.28 | -1.81 | 8.02 | 17.81 | 11.57 | 5.25 | 11.84 | 24.02 | -29.03 | 3.45 | 19.90 | 2.11 | 11.30 | 22.04 | -11.39 |
| Sharpe Ratio | NA | 1.92 | 1.29 | 0.38 | 0.56 | NA | NA | … | … | 1.65 | 1.51 | 0.92 | 0.45 | -0.86 | 1.36 | 0.20 | 2.54 | -0.75 | 2.77 | 1.11 | -0.18 | 1.08 | 2.35 | 1.54 | 0.39 | 1.09 | 1.66 | -1.21 | 0.03 | 2.68 | -0.02 | 1.61 | 2.92 | -1.32 |
| Standard Deviation(%) | NA | 7.17 | 8.54 | 9.78 | 10.87 | NA | NA | … | … | 8.43 | 9.68 | 7.53 | 8.26 | 13.27 | 9.27 | 22.00 | 6.74 | 9.12 | 4.47 | 9.08 | 10.32 | 7.44 | 7.58 | 7.54 | 13.44 | 10.78 | 14.40 | 24.69 | 10.99 | 6.19 | 6.61 | 6.42 | 7.29 | 11.54 |
| Draw Down(%) | NA | 6.10 | 8.62 | 16.66 | 26.13 | NA | NA | … | … | 6.10 | 8.62 | 4.19 | 7.98 | 15.95 | 4.41 | 26.13 | 3.58 | 12.05 | 1.76 | 6.46 | 10.53 | 5.76 | 6.04 | 5.43 | 11.65 | 8.73 | 18.77 | 38.09 | 7.60 | 4.40 | 4.46 | 5.78 | 6.78 | 20.56 |
| Yield(%) | 0.00 | 9.69 | 7.16 | 4.73 | 5.35 | 5.74 | 5.25 | … | … | 0.58 | 10.42 | 6.41 | 3.54 | 2.73 | 2.88 | 2.99 | 5.77 | 6.44 | 5.02 | 3.02 | 4.45 | 3.51 | 3.25 | 3.69 | 3.87 | 4.63 | 4.86 | 3.96 | 8.26 | 7.02 | 4.53 | 3.09 | 2.17 | 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 |
|---|---|---|---|---|
| CIMEX (INCOME FUND OF AMERICA CLASS 529-E) |
-9.54%
Feb 2006 – Feb 2009 |
-3.20%
Feb 2004 – Feb 2009 |
4.57%
Oct 2013 – Oct 2023 |
4.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIMEX (INCOME FUND OF AMERICA CLASS 529-E) |
20.59%
Feb 2009 – Feb 2012 |
17.62%
Feb 2009 – Feb 2014 |
11.40%
Feb 2009 – Feb 2019 |
9.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart