Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIDAX (INCOME FUND OF AMERICA CLASS R-1) | 5.48% | 14.30% | 13.09% | 5.42% | 7.07% | 7.15% | 6.24% | … | … |
Data as of 06/03/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIDAX (INCOME FUND OF AMERICA CLASS R-1) | 06/10/2002 | 06/03/2026 |
| 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 (%) | -0.66 | 14.30 | 13.09 | 5.42 | 7.07 | 7.15 | 6.24 | … | … | 5.48 | 16.83 | 10.01 | 6.76 | -10.35 | 12.07 | 4.10 | 18.01 | -5.92 | 12.42 | 9.69 | -2.28 | 7.58 | 17.22 | 11.07 | 4.76 | 11.07 | 23.55 | -29.43 | 3.07 | 19.29 | 1.71 | 10.99 | 24.20 | -10.10 |
| Sharpe Ratio | NA | 1.85 | 1.21 | 0.32 | 0.51 | NA | NA | … | … | 1.59 | 1.44 | 0.84 | 0.38 | -0.89 | 1.31 | 0.17 | 2.45 | -0.81 | 2.66 | 1.04 | -0.22 | 1.01 | 2.27 | 1.47 | 0.35 | 1.02 | 1.64 | -1.23 | -0.01 | 2.60 | -0.08 | 1.57 | 3.34 | -1.39 |
| Standard Deviation(%) | NA | 7.13 | 8.55 | 9.80 | 10.87 | NA | NA | … | … | 8.36 | 9.70 | 7.57 | 8.30 | 13.31 | 9.21 | 22.00 | 6.76 | 9.10 | 4.44 | 9.09 | 10.33 | 7.47 | 7.56 | 7.58 | 13.50 | 10.81 | 14.33 | 24.67 | 10.99 | 6.12 | 6.56 | 6.37 | 7.02 | 13.11 |
| Draw Down(%) | NA | 6.13 | 8.71 | 17.04 | 26.22 | NA | NA | … | … | 6.13 | 8.71 | 4.16 | 8.07 | 16.28 | 4.43 | 26.22 | 3.58 | 12.49 | 1.76 | 6.51 | 10.68 | 5.78 | 6.11 | 5.54 | 11.88 | 8.97 | 18.77 | 38.30 | 7.60 | 4.40 | 4.63 | 5.93 | 6.85 | 18.32 |
| Yield(%) | 0.00 | 9.18 | 6.60 | 4.27 | 4.80 | 5.07 | 4.70 | … | … | 0.45 | 9.86 | 5.87 | 3.03 | 2.25 | 2.31 | 2.51 | 5.21 | 5.93 | 4.49 | 2.50 | 3.99 | 3.03 | 2.76 | 3.21 | 3.39 | 3.99 | 4.38 | 3.56 | 7.78 | 6.51 | 4.19 | 2.81 | 3.99 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIDAX (INCOME FUND OF AMERICA CLASS R-1) |
-9.95%
Feb 2006 – Feb 2009 |
-3.59%
Feb 2004 – Feb 2009 |
4.04%
Oct 2013 – Oct 2023 |
4.03%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIDAX (INCOME FUND OF AMERICA CLASS R-1) |
19.89%
Feb 2009 – Feb 2012 |
17.00%
Feb 2009 – Feb 2014 |
10.84%
Feb 2009 – Feb 2019 |
8.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart