Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CIMFX (INCOME FUND OF AMERICA CLASS 529-F-1) | 10.43% | 11.82% | 9.39% | 8.15% | 6.77% | 8.31% | 6.80% | 6.82% |
Data as of 07/14/2025, AR inception is 03/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIMFX (INCOME FUND OF AMERICA CLASS 529-F-1) | 03/14/2002 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.15 | 11.82 | 9.39 | 8.15 | 6.77 | 8.31 | 6.80 | 6.82 | 10.43 | 8.59 | 7.72 | -9.53 | 13.10 | 5.08 | 19.14 | -4.94 | 13.53 | 10.77 | -1.38 | 8.55 | 18.38 | 12.13 | 5.75 | 12.15 | 24.67 | -28.70 | 4.03 | 20.46 | 2.39 | 11.46 | 22.23 | -11.92 |
| Sharpe Ratio | NA | 0.87 | 0.55 | 0.62 | 0.49 | NA | NA | 0.49 | 1.49 | 0.25 | 0.42 | -0.82 | 1.42 | 0.22 | 2.63 | -0.69 | 2.92 | 1.16 | -0.14 | 1.14 | 2.42 | 1.62 | 0.43 | 1.12 | 1.71 | -1.19 | 0.09 | 2.78 | 0.03 | 1.63 | 2.98 | -1.38 |
| Standard Deviation(%) | NA | 10.50 | 9.95 | 10.14 | 11.18 | NA | NA | 11.31 | 11.99 | 7.89 | 8.26 | 13.31 | 9.20 | 21.99 | 6.74 | 9.13 | 4.45 | 9.10 | 10.34 | 7.47 | 7.57 | 7.52 | 13.40 | 10.76 | 14.39 | 24.75 | 11.02 | 6.21 | 6.64 | 6.44 | 7.24 | 11.44 |
| Draw Down(%) | NA | 8.58 | 11.20 | 16.32 | 26.07 | NA | NA | 44.05 | 8.58 | 6.25 | 7.86 | 15.68 | 4.35 | 26.07 | 3.52 | 11.67 | 1.75 | 6.44 | 10.36 | 5.72 | 5.97 | 5.41 | 11.47 | 8.88 | 18.75 | 37.87 | 7.59 | 4.45 | 4.39 | 5.71 | 6.77 | 20.49 |
| Yield(%) | 0.00 | 3.47 | 3.74 | 3.84 | 4.64 | 5.98 | 5.19 | 5.48 | 0.73 | 4.42 | 3.94 | 3.09 | 3.31 | 3.41 | 6.27 | 6.88 | 5.50 | 3.50 | 4.91 | 3.99 | 3.74 | 4.16 | 4.34 | 4.94 | 5.37 | 4.39 | 8.76 | 7.53 | 4.81 | 3.25 | 2.31 | 0.00 |
Data as of 07/14/2025, AR inception is 03/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIMFX (INCOME FUND OF AMERICA CLASS 529-F-1) |
-9.07%
Feb 2006 - Feb 2009 |
-2.81%
Feb 2004 - Feb 2009 |
5.03%
Oct 2013 - Oct 2023 |
5.03%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIMFX (INCOME FUND OF AMERICA CLASS 529-F-1) |
21.14%
Feb 2009 - Feb 2012 |
18.17%
Feb 2009 - Feb 2014 |
11.92%
Feb 2009 - Feb 2019 |
9.72%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart