Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IFACX (INCOME FUND OF AMERICA CLASS C) | 10.83% | 12.21% | 7.67% | 6.92% | 6.15% | 7.25% | 5.88% | 6.34% |
Data as of 07/25/2025, AR inception is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFACX (INCOME FUND OF AMERICA CLASS C) | 04/06/2001 | 07/25/2025 |
| 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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 12.21 | 7.67 | 6.92 | 6.15 | 7.25 | 5.88 | 6.34 | 10.83 | 7.61 | 6.81 | -10.37 | 12.03 | 4.16 | 18.04 | -5.87 | 12.49 | 9.68 | -2.22 | 7.54 | 17.28 | 11.08 | 4.80 | 11.21 | 23.50 | -29.40 | 3.07 | 19.36 | 1.92 | 10.98 | 24.27 | -5.24 | 4.95 |
| Sharpe Ratio | NA | 0.86 | 0.43 | 0.49 | 0.42 | NA | NA | 0.46 | 1.47 | 0.13 | 0.31 | -0.89 | 1.30 | 0.18 | 2.48 | -0.79 | 2.65 | 1.04 | -0.22 | 1.01 | 2.28 | 1.48 | 0.36 | 1.03 | 1.63 | -1.23 | 0.01 | 2.64 | -0.04 | 1.58 | 3.37 | -0.61 | 0.64 |
| Standard Deviation(%) | NA | 10.54 | 9.91 | 10.15 | 11.20 | NA | NA | 11.16 | 11.68 | 7.92 | 8.28 | 13.31 | 9.25 | 22.01 | 6.71 | 9.14 | 4.50 | 9.10 | 10.37 | 7.46 | 7.57 | 7.52 | 13.42 | 10.78 | 14.36 | 24.64 | 10.96 | 6.13 | 6.54 | 6.37 | 7.00 | 10.43 | 7.74 |
| Draw Down(%) | NA | 8.83 | 11.29 | 17.02 | 26.23 | NA | NA | 44.78 | 8.71 | 6.32 | 8.09 | 16.24 | 4.49 | 26.23 | 3.61 | 12.48 | 1.59 | 6.50 | 10.72 | 5.81 | 6.09 | 5.51 | 11.83 | 8.95 | 18.80 | 38.32 | 7.58 | 4.42 | 4.64 | 5.89 | 6.81 | 18.62 | 8.94 |
| Yield(%) | 0.00 | 2.84 | 2.86 | 2.87 | 3.82 | 4.66 | 4.23 | 4.87 | 0.52 | 3.54 | 3.10 | 2.30 | 2.38 | 2.55 | 5.29 | 6.01 | 4.55 | 2.54 | 4.04 | 3.06 | 2.78 | 3.23 | 3.42 | 4.15 | 4.41 | 3.59 | 7.86 | 6.58 | 4.41 | 2.83 | 3.98 | 4.32 | 4.23 |
Data as of 07/25/2025, AR inception is 04/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFACX (INCOME FUND OF AMERICA CLASS C) |
-9.94%
Feb 2006 - Feb 2009 |
-3.54%
Feb 2004 - Feb 2009 |
4.06%
Oct 2013 - Oct 2023 |
4.06%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFACX (INCOME FUND OF AMERICA CLASS C) |
19.98%
Feb 2009 - Feb 2012 |
17.05%
Feb 2009 - Feb 2014 |
10.88%
Feb 2009 - Feb 2019 |
8.71%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart