Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RICHX (INVESTMENT CO OF AMERICA CLASS R-5E) | 7.33% | 22.12% | 23.18% | 14.29% | 14.23% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RICHX (INVESTMENT CO OF AMERICA CLASS R-5E) | 11/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.96 | 22.12 | 23.18 | 14.29 | 14.23 | NA | NA | … | … | 7.33 | 20.66 | 25.10 | 28.75 | -15.37 | 25.30 | 14.31 | 24.74 | -6.47 | 19.94 | 14.69 | -2.60 |
| Sharpe Ratio | NA | 2.04 | 1.49 | 0.78 | 0.78 | NA | NA | … | … | 1.75 | 1.00 | 1.71 | 2.04 | -0.76 | 2.04 | 0.46 | 1.98 | -0.51 | 3.09 | 1.11 | -1.43 |
| Standard Deviation(%) | NA | 12.48 | 14.52 | 16.05 | 16.66 | NA | NA | … | … | 14.53 | 17.77 | 12.56 | 12.41 | 22.27 | 12.39 | 30.34 | 11.78 | 15.53 | 6.26 | 12.99 | 15.84 |
| Draw Down(%) | NA | 10.06 | 17.39 | 24.23 | 31.07 | NA | NA | … | … | 10.06 | 17.39 | 6.80 | 8.87 | 24.23 | 4.70 | 31.07 | 7.07 | 18.11 | 2.82 | 8.43 | 5.05 |
| Yield(%) | 0.00 | 11.06 | 10.74 | 8.39 | 9.37 | 6.53 | 4.89 | … | … | 0.28 | 11.68 | 10.92 | 6.26 | 5.00 | 8.42 | 1.73 | 7.78 | 9.82 | 8.20 | 6.15 | 6.68 |
Data as of 06/05/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RICHX (INVESTMENT CO OF AMERICA CLASS R-5E) |
2.32%
Mar 2017 – Mar 2020 |
6.20%
Sep 2017 – Sep 2022 |
13.31%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RICHX (INVESTMENT CO OF AMERICA CLASS R-5E) |
28.35%
Sep 2022 – Sep 2025 |
18.64%
Oct 2020 – Oct 2025 |
14.84%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart