Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIDEX (INCOME FUND OF AMERICA CLASS R-4) | 6.34% | 15.71% | 14.13% | 6.23% | 7.89% | 8.03% | 7.08% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIDEX (INCOME FUND OF AMERICA CLASS R-4) | 06/10/2002 | 06/04/2026 |
| 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 (%) | -0.11 | 15.71 | 14.13 | 6.23 | 7.89 | 8.03 | 7.08 | … | … | 6.34 | 17.75 | 10.82 | 7.57 | -9.71 | 12.93 | 4.83 | 18.91 | -5.21 | 13.32 | 10.53 | -1.58 | 8.33 | 18.15 | 11.91 | 5.53 | 11.99 | 24.51 | -28.86 | 3.80 | 20.19 | 2.31 | 11.59 | 25.15 | -10.04 |
| Sharpe Ratio | NA | 1.96 | 1.31 | 0.40 | 0.58 | NA | NA | … | … | 1.68 | 1.53 | 0.95 | 0.48 | -0.84 | 1.40 | 0.21 | 2.60 | -0.72 | 2.87 | 1.14 | -0.16 | 1.11 | 2.39 | 1.58 | 0.41 | 1.10 | 1.69 | -1.20 | 0.06 | 2.72 | 0.01 | 1.41 | 3.51 | -1.38 |
| Standard Deviation(%) | NA | 7.19 | 8.56 | 9.79 | 10.87 | NA | NA | … | … | 8.41 | 9.73 | 7.56 | 8.29 | 13.28 | 9.22 | 22.00 | 6.69 | 9.14 | 4.44 | 9.07 | 10.36 | 7.46 | 7.58 | 7.58 | 13.39 | 10.78 | 14.43 | 24.73 | 11.02 | 6.20 | 6.64 | 7.50 | 6.96 | 13.20 |
| Draw Down(%) | NA | 6.09 | 8.61 | 16.48 | 26.10 | NA | NA | … | … | 6.09 | 8.61 | 4.14 | 7.89 | 15.81 | 4.38 | 26.10 | 3.52 | 11.88 | 1.75 | 6.44 | 10.45 | 5.72 | 6.01 | 5.41 | 11.56 | 8.82 | 18.81 | 37.92 | 7.58 | 4.40 | 4.38 | 5.74 | 6.70 | 18.26 |
| Yield(%) | 0.00 | 9.85 | 7.38 | 4.92 | 5.59 | 6.04 | 5.52 | … | … | 0.63 | 10.60 | 6.62 | 3.76 | 2.93 | 3.12 | 3.20 | 6.00 | 6.64 | 5.26 | 3.28 | 4.71 | 3.78 | 3.54 | 3.97 | 4.14 | 4.79 | 5.16 | 4.20 | 8.53 | 7.29 | 4.78 | 3.32 | 4.70 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| RIDEX (INCOME FUND OF AMERICA CLASS R-4) |
-9.29%
Feb 2006 – Feb 2009 |
-2.95%
Feb 2004 – Feb 2009 |
4.82%
Oct 2013 – Oct 2023 |
4.81%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIDEX (INCOME FUND OF AMERICA CLASS R-4) |
20.92%
Feb 2009 – Feb 2012 |
17.95%
Feb 2009 – Feb 2014 |
11.70%
Feb 2009 – Feb 2019 |
9.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart