Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAOOX (American Funds The Investment Company of America Class 529-F-3) | 10.04% | 25.34% | 24.31% | 14.93% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAOOX (American Funds The Investment Company of America Class 529-F-3) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 25.34 | 24.31 | 14.93 | NA | NA | NA | … | … | 10.04 | 20.77 | 25.21 | 28.87 | -15.29 | 25.39 | 13.30 |
| Sharpe Ratio | NA | 2.01 | 1.49 | 0.79 | NA | NA | NA | … | … | 1.68 | 1.01 | 1.72 | 2.05 | -0.75 | 2.05 | 9.27 |
| Standard Deviation(%) | NA | 12.52 | 14.54 | 16.05 | NA | NA | NA | … | … | 14.61 | 17.77 | 12.58 | 12.41 | 22.25 | 12.40 | 12.45 |
| Draw Down(%) | NA | 10.33 | 17.37 | 24.17 | NA | NA | NA | … | … | 10.33 | 17.37 | 6.79 | 8.86 | 24.17 | 4.70 | 1.46 |
| Yield(%) | 0.00 | 10.83 | 10.70 | 8.39 | 5.45 | 3.63 | 2.72 | … | … | 0.00 | 11.77 | 11.01 | 6.36 | 5.08 | 8.50 | 0.47 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAOOX (American Funds The Investment Company of America Class 529-F-3) |
9.49%
Apr 2021 – Apr 2024 |
12.91%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAOOX (American Funds The Investment Company of America Class 529-F-3) |
28.46%
Sep 2022 – Sep 2025 |
16.24%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart