Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCIAX (American Funds Investment Company of America Class 529-F-2) | 10.38% | 25.70% | 24.40% | 14.96% | 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 |
|---|---|---|
| FCIAX (American Funds Investment Company of America Class 529-F-2) | 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 | 25.70 | 24.40 | 14.96 | NA | NA | NA | … | … | 10.38 | 20.72 | 25.18 | 28.82 | -15.32 | 25.34 | 13.28 |
| Sharpe Ratio | NA | 2.05 | 1.50 | 0.79 | NA | NA | NA | … | … | 1.76 | 1.01 | 1.71 | 2.05 | -0.76 | 2.04 | 9.25 |
| Standard Deviation(%) | NA | 12.47 | 14.52 | 16.04 | NA | NA | NA | … | … | 14.52 | 17.76 | 12.57 | 12.40 | 22.25 | 12.41 | 12.45 |
| Draw Down(%) | NA | 10.05 | 17.37 | 24.19 | NA | NA | NA | … | … | 10.05 | 17.37 | 6.79 | 8.87 | 24.19 | 4.72 | 1.46 |
| Yield(%) | 0.00 | 11.11 | 10.80 | 8.42 | 5.47 | 3.64 | 2.73 | … | … | 0.30 | 11.73 | 10.97 | 6.32 | 5.05 | 8.43 | 0.44 |
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 |
|---|---|---|---|---|
| FCIAX (American Funds Investment Company of America Class 529-F-2) |
9.44%
Apr 2021 – Apr 2024 |
12.93%
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 |
|---|---|---|---|---|
| FCIAX (American Funds Investment Company of America Class 529-F-2) |
28.41%
Sep 2022 – Sep 2025 |
16.19%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart