Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/10/2017.
Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
---|---|---|---|---|---|---|---|---|
IFABX (INCOME FUND OF AMERICA CLASS B) | 6.61% | NA | 10.70% | 5.50% | 8.69% | 4.67% | 6.32% | NA |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
IFABX (INCOME FUND OF AMERICA CLASS B) | 04/03/2000 | 04/10/2017 |
The return data shown below all have the same latest date: 04/10/2017.
AR inception is since 04/03/2000.
AR inception is since 04/03/2000.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.09 | 10.70 | 5.50 | 8.69 | 4.67 | 6.32 | NA | 6.61 | 3.35 | 9.73 | -2.22 | 7.64 | 17.33 | 11.09 | 4.83 | 11.27 | 23.56 | -29.44 | 3.02 | 19.39 | 1.86 | 11.04 | 24.34 | -5.12 | 4.67 | 9.15 |
Sharpe Ratio | NA | 1.44 | 0.61 | 1.02 | 0.34 | NA | NA | 0.51 | 2.81 | 1.04 | -0.22 | 1.02 | 2.28 | 1.47 | 0.36 | 1.04 | 1.63 | -1.23 | 0.00 | 2.64 | -0.05 | 1.58 | 3.37 | -0.60 | 0.30 | 1.16 |
Standard Deviation(%) | NA | 7.11 | 8.82 | 8.43 | 12.64 | NA | NA | 10.81 | 4.48 | 9.08 | 10.36 | 7.45 | 7.59 | 7.56 | 13.38 | 10.79 | 14.36 | 24.67 | 10.94 | 6.12 | 6.61 | 6.40 | 7.02 | 10.43 | 7.89 | 7.23 |
Draw Down(%) | NA | 3.83 | 11.46 | 11.46 | 44.84 | NA | NA | 44.84 | 1.56 | 6.51 | 10.69 | 5.84 | 6.07 | 5.50 | 11.80 | 8.94 | 18.83 | 38.33 | 7.57 | 4.47 | 4.56 | 5.92 | 6.80 | 18.63 | 8.87 | 4.31 |
Yield(%) | 0.00 | 1.86 | 2.97 | 3.41 | 3.35 | 4.41 | 4.10 | 4.82 | 0.16 | 2.35 | 3.97 | 3.04 | 2.78 | 3.22 | 3.41 | 4.15 | 4.43 | 3.62 | 7.90 | 6.63 | 4.30 | 2.90 | 4.07 | 4.37 | 5.36 | 6.55 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
IFABX (INCOME FUND OF AMERICA CLASS B) |
-9.94%
Feb 2006 - Feb 2009 |
-3.56%
Feb 2004 - Feb 2009 |
4.66%
Dec 2006 - Dec 2016 |
5.70%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
IFABX (INCOME FUND OF AMERICA CLASS B) |
20.02%
Feb 2009 - Feb 2012 |
17.10%
Feb 2009 - Feb 2014 |
7.74%
Mar 2003 - Mar 2013 |
6.90%
May 2000 - May 2015 |
Annualized Rolling Returns Comparison Chart