Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICAFX (INVESTMENT CO OF AMERICA CLASS F-2) | 7.35% | 22.16% | 23.23% | 12.01% | 13.10% | 12.78% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICAFX (INVESTMENT CO OF AMERICA CLASS F-2) | 08/14/2008 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.97 | 22.16 | 23.23 | 12.01 | 13.10 | 12.78 | NA | … | … | 7.35 | 20.69 | 25.14 | 28.82 | -19.03 | 18.28 | 14.35 | 24.77 | -6.43 | 19.99 | 14.78 | -1.36 | 12.32 | 32.70 | 15.87 | -1.55 | 11.06 | 27.50 | -26.70 |
| Sharpe Ratio | NA | 2.05 | 1.50 | 0.64 | 0.71 | NA | NA | … | … | 1.76 | 1.01 | 1.71 | 2.04 | -0.91 | 1.41 | 0.46 | 1.98 | -0.50 | 3.11 | 1.12 | -0.09 | 1.10 | 3.13 | 1.32 | -0.07 | 0.66 | 1.29 | -1.13 |
| Standard Deviation(%) | NA | 12.46 | 14.53 | 16.19 | 16.72 | NA | NA | … | … | 14.52 | 17.76 | 12.58 | 12.43 | 22.46 | 12.94 | 30.35 | 11.74 | 15.53 | 6.24 | 13.02 | 14.96 | 11.15 | 10.43 | 12.10 | 21.85 | 16.71 | 21.28 | 49.91 |
| Draw Down(%) | NA | 10.05 | 17.39 | 27.83 | 31.07 | NA | NA | … | … | 10.05 | 17.39 | 6.80 | 8.86 | 25.24 | 7.68 | 31.07 | 7.07 | 18.08 | 2.79 | 8.45 | 13.00 | 7.68 | 5.96 | 8.97 | 19.23 | 14.63 | 22.53 | 37.94 |
| Yield(%) | 0.00 | 11.09 | 10.78 | 6.48 | 8.05 | 9.64 | 7.38 | … | … | 0.29 | 11.72 | 10.96 | 6.31 | 1.36 | 1.65 | 1.76 | 7.81 | 9.86 | 8.24 | 6.24 | 8.64 | 11.39 | 10.40 | 4.38 | 2.25 | 2.34 | 2.90 | 1.25 |
Data as of 06/05/2026, Common starting date is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICAFX (INVESTMENT CO OF AMERICA CLASS F-2) |
0.76%
Sep 2008 – Sep 2011 |
4.72%
Sep 2017 – Sep 2022 |
8.67%
Oct 2013 – Oct 2023 |
9.38%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICAFX (INVESTMENT CO OF AMERICA CLASS F-2) |
27.08%
Sep 2022 – Sep 2025 |
20.77%
Feb 2009 – Feb 2014 |
14.71%
Sep 2011 – Sep 2021 |
13.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart