Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RIDCX (INCOME FUND OF AMERICA CLASS R-3) | 10.73% | 14.23% | 8.61% | 7.85% | 6.46% | 8.08% | 6.35% | 6.57% |
Data as of 07/03/2025, AR inception is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIDCX (INCOME FUND OF AMERICA CLASS R-3) | 06/10/2002 | 07/03/2025 |
| 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 (%) | 1.48 | 14.23 | 8.61 | 7.85 | 6.46 | 8.08 | 6.35 | 6.57 | 10.73 | 8.10 | 7.22 | -9.97 | 12.53 | 4.60 | 18.50 | -5.47 | 12.96 | 10.17 | -1.84 | 8.02 | 17.76 | 11.59 | 5.22 | 11.64 | 24.08 | -29.11 | 3.50 | 19.87 | 2.14 | 11.25 | 24.79 | -10.10 |
| Sharpe Ratio | NA | 1.05 | 0.50 | 0.59 | 0.45 | NA | NA | 0.48 | 1.61 | 0.19 | 0.36 | -0.86 | 1.36 | 0.20 | 2.54 | -0.75 | 2.78 | 1.10 | -0.18 | 1.08 | 2.33 | 1.53 | 0.39 | 1.07 | 1.67 | -1.21 | 0.05 | 2.71 | 0.00 | 1.61 | 3.42 | -1.39 |
| Standard Deviation(%) | NA | 10.53 | 9.97 | 10.17 | 11.20 | NA | NA | 11.35 | 12.15 | 7.91 | 8.29 | 13.30 | 9.23 | 22.01 | 6.73 | 9.12 | 4.44 | 9.09 | 10.30 | 7.44 | 7.62 | 7.61 | 13.39 | 10.81 | 14.38 | 24.66 | 10.99 | 6.16 | 6.60 | 6.41 | 7.04 | 13.16 |
| Draw Down(%) | NA | 8.69 | 11.28 | 16.70 | 26.19 | NA | NA | 44.42 | 8.66 | 6.26 | 7.98 | 16.01 | 4.38 | 26.19 | 3.57 | 12.14 | 1.80 | 6.50 | 10.54 | 5.76 | 6.05 | 5.48 | 11.66 | 8.92 | 18.76 | 38.10 | 7.59 | 4.40 | 4.46 | 5.83 | 6.78 | 18.26 |
| Yield(%) | 0.00 | 3.17 | 3.26 | 3.35 | 4.19 | 5.49 | 4.70 | 5.11 | 0.61 | 3.93 | 3.47 | 2.65 | 2.80 | 2.91 | 5.69 | 6.36 | 4.95 | 2.97 | 4.42 | 3.47 | 3.22 | 3.65 | 3.83 | 4.46 | 4.84 | 3.95 | 8.25 | 7.00 | 4.56 | 3.11 | 4.38 | 0.00 |
Data as of 07/03/2025, AR inception is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIDCX (INCOME FUND OF AMERICA CLASS R-3) |
-9.54%
Feb 2006 - Feb 2009 |
-3.19%
Feb 2004 - Feb 2009 |
4.51%
Oct 2013 - Oct 2023 |
4.50%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIDCX (INCOME FUND OF AMERICA CLASS R-3) |
20.49%
Feb 2009 - Feb 2012 |
17.55%
Feb 2009 - Feb 2014 |
11.35%
Feb 2009 - Feb 2019 |
9.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart