Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RICCX (INVESTMENT CO OF AMERICA CLASS R-3) | -1.29% | 2.96% | 10.38% | 10.68% | 8.50% | 10.08% | 8.00% | 8.01% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RICCX (INVESTMENT CO OF AMERICA CLASS R-3) | 06/06/2002 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 06/06/2002.
AR inception is since 06/06/2002.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 2.96 | 10.38 | 10.68 | 8.50 | 10.08 | 8.00 | 8.01 | -1.29 | 15.23 | 23.58 | -19.48 | 17.60 | 13.77 | 24.10 | -6.96 | 19.33 | 14.17 | -1.89 | 11.68 | 31.94 | 15.20 | -2.11 | 10.45 | 26.77 | -34.94 | 5.53 | 15.54 | 6.43 | 9.34 | 25.70 | -13.58 |
| Sharpe Ratio | NA | 0.03 | 0.27 | 0.52 | 0.40 | NA | NA | 0.38 | -0.18 | 0.58 | 1.55 | -0.93 | 1.36 | 0.44 | 1.93 | -0.53 | 3.01 | 1.07 | -0.13 | 1.05 | 3.06 | 1.26 | -0.10 | 0.62 | 1.25 | -1.06 | 0.19 | 1.51 | 0.52 | 0.95 | 2.01 | -1.08 |
| Standard Deviation(%) | NA | 20.03 | 18.01 | 17.25 | 17.22 | NA | NA | 16.92 | 26.24 | 14.91 | 12.62 | 22.47 | 12.95 | 30.35 | 11.75 | 15.53 | 6.24 | 13.02 | 14.95 | 11.12 | 10.42 | 12.12 | 21.85 | 16.71 | 21.27 | 33.66 | 13.36 | 8.19 | 8.19 | 8.86 | 12.43 | 21.80 |
| Draw Down(%) | NA | 21.83 | 21.83 | 28.21 | 31.11 | NA | NA | 51.11 | 17.61 | 10.73 | 8.98 | 25.57 | 7.76 | 31.11 | 7.13 | 18.49 | 2.83 | 8.51 | 13.21 | 7.72 | 6.03 | 9.05 | 19.45 | 14.76 | 22.61 | 44.70 | 9.04 | 6.63 | 6.09 | 6.23 | 12.08 | 22.27 |
| Yield(%) | 0.00 | 0.56 | 1.04 | 1.27 | 4.20 | 6.39 | 5.41 | 5.70 | 0.00 | 0.85 | 1.40 | 0.90 | 1.03 | 1.24 | 7.23 | 9.32 | 7.69 | 5.66 | 8.11 | 10.80 | 9.79 | 3.77 | 1.70 | 1.78 | 2.32 | 1.81 | 7.14 | 8.44 | 4.53 | 2.61 | 2.63 | 0.41 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RICCX (INVESTMENT CO OF AMERICA CLASS R-3) |
-13.23%
Feb 2006 - Feb 2009 |
-5.29%
Feb 2004 - Feb 2009 |
5.37%
Jul 2002 - Jul 2012 |
5.50%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RICCX (INVESTMENT CO OF AMERICA CLASS R-3) |
22.28%
Sep 2011 - Sep 2014 |
20.08%
Feb 2009 - Feb 2014 |
14.08%
Sep 2011 - Sep 2021 |
12.70%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart