Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIBEX (INVESTMENT CO OF AMERICA CLASS R-2E) | 10.05% | 24.82% | 23.53% | 14.15% | 13.84% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIBEX (INVESTMENT CO OF AMERICA CLASS R-2E) | 09/02/2014 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.01 | 24.82 | 23.53 | 14.15 | 13.84 | NA | NA | … | … | 10.05 | 19.88 | 24.28 | 27.91 | -15.92 | 24.49 | 13.92 | 23.90 | -7.10 | 19.18 | 14.03 | -1.92 | 0.81 |
| Sharpe Ratio | NA | 1.98 | 1.44 | 0.74 | 0.74 | NA | NA | … | … | 1.70 | 0.96 | 1.64 | 1.97 | -0.78 | 1.97 | 0.45 | 1.91 | -0.55 | 2.98 | 1.06 | -0.13 | 0.18 |
| Standard Deviation(%) | NA | 12.45 | 14.52 | 16.05 | 16.66 | NA | NA | … | … | 14.51 | 17.76 | 12.57 | 12.43 | 22.26 | 12.42 | 30.37 | 11.76 | 15.53 | 6.25 | 13.02 | 14.96 | 13.38 |
| Draw Down(%) | NA | 10.17 | 17.47 | 24.60 | 31.12 | NA | NA | … | … | 10.17 | 17.47 | 6.82 | 9.01 | 24.59 | 4.72 | 31.12 | 7.12 | 18.61 | 2.85 | 8.52 | 13.21 | 7.62 |
| Yield(%) | 0.00 | 10.43 | 9.98 | 7.72 | 8.59 | 6.17 | 4.63 | … | … | 0.12 | 11.02 | 10.21 | 5.56 | 4.45 | 7.68 | 1.38 | 7.06 | 9.18 | 7.56 | 5.59 | 8.14 | 9.00 |
Data as of 06/04/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIBEX (INVESTMENT CO OF AMERICA CLASS R-2E) |
1.65%
Mar 2017 – Mar 2020 |
4.30%
Mar 2015 – Mar 2020 |
10.62%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIBEX (INVESTMENT CO OF AMERICA CLASS R-2E) |
27.51%
Sep 2022 – Sep 2025 |
17.87%
Oct 2020 – Oct 2025 |
14.12%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart