Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IFAFX (INCOME FUND OF AMERICA CLASS F-1) | 11.12% | 12.82% | 8.38% | 7.64% | 6.87% | 8.01% | 6.63% | 7.10% |
Data as of 07/25/2025, AR inception is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFAFX (INCOME FUND OF AMERICA CLASS F-1) | 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 (%) | 0.83 | 12.82 | 8.38 | 7.64 | 6.87 | 8.01 | 6.63 | 7.10 | 11.12 | 8.33 | 7.55 | -9.70 | 12.86 | 4.81 | 18.85 | -5.18 | 13.25 | 10.51 | -1.54 | 8.33 | 18.10 | 11.94 | 5.56 | 12.07 | 24.46 | -28.79 | 3.85 | 20.21 | 2.38 | 11.60 | 25.19 | -4.58 | 5.62 |
| Sharpe Ratio | NA | 0.92 | 0.50 | 0.56 | 0.48 | NA | NA | 0.52 | 1.51 | 0.22 | 0.40 | -0.83 | 1.39 | 0.21 | 2.60 | -0.72 | 2.83 | 1.13 | -0.15 | 1.12 | 2.39 | 1.60 | 0.41 | 1.11 | 1.70 | -1.20 | 0.08 | 2.75 | 0.03 | 1.65 | 3.48 | -0.55 | 0.76 |
| Standard Deviation(%) | NA | 10.51 | 9.92 | 10.15 | 11.18 | NA | NA | 11.16 | 11.68 | 7.90 | 8.30 | 13.33 | 9.24 | 21.95 | 6.70 | 9.10 | 4.47 | 9.09 | 10.39 | 7.45 | 7.55 | 7.50 | 13.40 | 10.77 | 14.38 | 24.70 | 11.03 | 6.20 | 6.66 | 6.45 | 7.05 | 10.39 | 7.78 |
| Draw Down(%) | NA | 8.63 | 11.24 | 16.51 | 26.13 | NA | NA | 44.17 | 8.63 | 6.26 | 7.91 | 15.84 | 4.39 | 26.13 | 3.52 | 11.90 | 1.54 | 6.44 | 10.45 | 5.73 | 6.01 | 5.47 | 11.55 | 8.88 | 18.75 | 37.92 | 7.59 | 4.45 | 4.37 | 5.75 | 6.71 | 18.44 | 8.81 |
| Yield(%) | 0.00 | 3.32 | 3.45 | 3.55 | 4.52 | 5.59 | 4.98 | 5.73 | 0.68 | 4.21 | 3.74 | 2.91 | 3.08 | 3.18 | 5.99 | 6.64 | 5.24 | 3.26 | 4.70 | 3.77 | 3.54 | 3.99 | 4.16 | 4.86 | 5.19 | 4.24 | 8.59 | 7.36 | 4.79 | 3.32 | 4.73 | 4.94 | 4.75 |
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 |
|---|---|---|---|---|
| IFAFX (INCOME FUND OF AMERICA CLASS F-1) |
-9.22%
Feb 2006 - Feb 2009 |
-2.90%
Feb 2004 - Feb 2009 |
4.80%
Oct 2013 - Oct 2023 |
4.82%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFAFX (INCOME FUND OF AMERICA CLASS F-1) |
20.94%
Feb 2009 - Feb 2012 |
17.96%
Feb 2009 - Feb 2014 |
11.70%
Feb 2009 - Feb 2019 |
9.50%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart