Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RICFX (INVESTMENT CO OF AMERICA CLASS R-5) | 7.16% | 17.19% | 20.97% | 17.22% | 12.48% | 13.52% | 10.21% | 9.81% |
Data as of 06/24/2025, AR inception is 06/06/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RICFX (INVESTMENT CO OF AMERICA CLASS R-5) | 06/06/2002 | 06/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.92 | 17.19 | 20.97 | 17.22 | 12.48 | 13.52 | 10.21 | 9.81 | 7.16 | 25.24 | 28.87 | -15.28 | 25.43 | 14.78 | 24.84 | -6.39 | 20.05 | 14.85 | -1.33 | 12.35 | 32.83 | 15.92 | -1.50 | 11.15 | 27.57 | -34.60 | 6.18 | 16.22 | 7.07 | 10.02 | 26.59 | -11.67 |
| Sharpe Ratio | NA | 0.59 | 1.15 | 0.87 | 0.64 | NA | NA | 0.51 | 0.32 | 1.72 | 2.05 | -0.75 | 2.05 | 0.48 | 1.99 | -0.50 | 3.13 | 1.13 | -0.09 | 1.11 | 3.14 | 1.32 | -0.07 | 0.66 | 1.29 | -1.05 | 0.23 | 1.58 | 0.59 | 1.02 | 2.08 | -0.94 |
| Standard Deviation(%) | NA | 18.68 | 16.37 | 16.44 | 16.97 | NA | NA | 16.79 | 23.28 | 12.58 | 12.42 | 22.24 | 12.41 | 30.31 | 11.76 | 15.54 | 6.23 | 13.00 | 14.97 | 11.12 | 10.43 | 12.12 | 21.89 | 16.70 | 21.28 | 33.66 | 13.38 | 8.16 | 8.18 | 8.88 | 12.42 | 21.95 |
| Draw Down(%) | NA | 17.38 | 17.38 | 24.16 | 31.07 | NA | NA | 50.70 | 17.38 | 6.79 | 8.86 | 24.15 | 4.72 | 31.07 | 7.07 | 18.04 | 2.79 | 8.45 | 13.00 | 7.65 | 5.95 | 8.97 | 19.21 | 14.63 | 22.53 | 44.43 | 8.97 | 6.59 | 6.05 | 6.02 | 11.94 | 22.20 |
| Yield(%) | 0.00 | 8.91 | 7.96 | 8.09 | 7.93 | 11.01 | 7.96 | 8.16 | 0.33 | 11.02 | 6.37 | 5.09 | 8.51 | 2.10 | 7.88 | 9.90 | 8.30 | 6.27 | 8.69 | 11.43 | 10.47 | 4.43 | 2.30 | 2.38 | 2.95 | 2.30 | 7.75 | 9.04 | 5.11 | 3.26 | 3.27 | 2.32 |
Data as of 06/24/2025, AR inception is 06/06/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RICFX (INVESTMENT CO OF AMERICA CLASS R-5) |
-12.71%
Feb 2006 - Feb 2009 |
-4.72%
Feb 2004 - Feb 2009 |
6.02%
Jan 2006 - Jan 2016 |
6.67%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RICFX (INVESTMENT CO OF AMERICA CLASS R-5) |
23.04%
Sep 2011 - Sep 2014 |
20.83%
Feb 2009 - Feb 2014 |
14.90%
Sep 2011 - Sep 2021 |
14.47%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart