Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RICBX (INVESTMENT CO OF AMERICA CLASS R-2) | 6.90% | 20.96% | 22.03% | 10.89% | 11.98% | 11.67% | 8.90% | … | … |
Data as of 06/05/2026, Common starting date is 06/06/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RICBX (INVESTMENT CO OF AMERICA CLASS R-2) | 06/06/2002 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.98 | 20.96 | 22.03 | 10.89 | 11.98 | 11.67 | 8.90 | … | … | 6.90 | 19.51 | 23.93 | 27.53 | -19.88 | 17.05 | 13.27 | 23.55 | -7.37 | 18.79 | 13.68 | -2.30 | 11.20 | 31.45 | 14.71 | -2.55 | 9.96 | 26.08 | -35.33 | 5.03 | 14.99 | 5.95 | 8.88 | 25.18 | -13.60 |
| Sharpe Ratio | NA | 1.43 | 1.29 | 0.51 | 0.62 | NA | NA | … | … | 0.96 | 0.94 | 1.62 | 1.94 | -0.95 | 1.31 | 0.43 | 1.88 | -0.57 | 2.93 | 1.04 | -0.16 | 1.00 | 3.01 | 1.22 | -0.12 | 0.59 | 1.22 | -1.07 | 0.14 | 1.42 | 0.45 | 0.89 | 1.97 | -1.09 |
| Standard Deviation(%) | NA | 12.81 | 14.60 | 16.24 | 16.75 | NA | NA | … | … | 14.92 | 17.77 | 12.58 | 12.41 | 22.48 | 12.97 | 30.34 | 11.74 | 15.54 | 6.22 | 12.99 | 14.97 | 11.15 | 10.43 | 12.10 | 21.86 | 16.73 | 21.29 | 33.67 | 13.34 | 8.18 | 8.19 | 8.87 | 12.45 | 21.79 |
| Draw Down(%) | NA | 10.23 | 17.51 | 28.50 | 31.12 | NA | NA | … | … | 10.23 | 17.51 | 6.84 | 9.08 | 25.82 | 7.80 | 31.12 | 7.15 | 18.82 | 2.86 | 8.53 | 13.32 | 7.73 | 6.08 | 9.14 | 19.60 | 14.82 | 22.69 | 44.97 | 9.11 | 6.69 | 6.16 | 6.39 | 12.12 | 22.25 |
| Yield(%) | 0.00 | 10.19 | 9.67 | 5.50 | 6.83 | 8.24 | 6.29 | … | … | 0.05 | 10.77 | 9.93 | 5.26 | 0.51 | 0.53 | 0.81 | 6.75 | 8.91 | 7.22 | 5.20 | 7.73 | 10.39 | 9.36 | 3.32 | 1.27 | 1.32 | 1.77 | 1.35 | 6.66 | 7.95 | 4.05 | 2.21 | 2.25 | 0.39 |
Data as of 06/05/2026, Common starting date is 06/06/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RICBX (INVESTMENT CO OF AMERICA CLASS R-2) |
-13.68%
Feb 2006 – Feb 2009 |
-5.75%
Feb 2004 – Feb 2009 |
4.90%
Jul 2002 – Jul 2012 |
5.02%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RICBX (INVESTMENT CO OF AMERICA CLASS R-2) |
25.83%
Sep 2022 – Sep 2025 |
19.54%
Feb 2009 – Feb 2014 |
13.58%
Sep 2011 – Sep 2021 |
12.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart