Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIDGX (INCOME FUND OF AMERICA CLASS R-6) | 5.61% | 15.11% | 14.21% | 6.43% | 8.08% | 8.29% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIDGX (INCOME FUND OF AMERICA CLASS R-6) | 05/04/2009 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.98 | 15.11 | 14.21 | 6.43 | 8.08 | 8.29 | NA | … | … | 5.61 | 18.12 | 11.23 | 7.93 | -9.37 | 13.29 | 5.24 | 19.27 | -4.81 | 13.68 | 9.95 | -1.25 | 8.74 | 18.53 | 12.28 | 5.94 | 12.37 | 23.64 |
| Sharpe Ratio | NA | 2.01 | 1.36 | 0.44 | 0.61 | NA | NA | … | … | 1.73 | 1.58 | 1.01 | 0.52 | -0.81 | 1.44 | 0.23 | 2.65 | -0.68 | 2.93 | 1.07 | -0.12 | 1.17 | 2.45 | 1.62 | 0.44 | 1.14 | 3.49 |
| Standard Deviation(%) | NA | 7.18 | 8.55 | 9.79 | 10.87 | NA | NA | … | … | 8.43 | 9.70 | 7.54 | 8.29 | 13.30 | 9.19 | 21.99 | 6.72 | 9.11 | 4.46 | 9.11 | 10.35 | 7.44 | 7.56 | 7.59 | 13.40 | 10.80 | 10.70 |
| Draw Down(%) | NA | 6.09 | 8.58 | 16.21 | 26.09 | NA | NA | … | … | 6.09 | 8.58 | 4.12 | 7.83 | 15.62 | 4.32 | 26.09 | 3.51 | 11.57 | 1.71 | 6.43 | 10.35 | 5.67 | 5.96 | 5.40 | 11.39 | 8.79 | 4.39 |
| Yield(%) | 0.00 | 10.19 | 7.75 | 5.24 | 5.88 | 6.41 | 6.99 | … | … | 0.73 | 10.96 | 6.98 | 4.10 | 3.25 | 3.49 | 3.52 | 6.38 | 6.98 | 5.61 | 2.74 | 5.03 | 4.15 | 3.91 | 4.33 | 4.48 | 5.14 | 2.74 |
Data as of 06/05/2026, Common starting date is 05/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIDGX (INCOME FUND OF AMERICA CLASS R-6) |
1.12%
Apr 2021 – Apr 2024 |
3.06%
Mar 2015 – Mar 2020 |
5.09%
Oct 2013 – Oct 2023 |
7.91%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIDGX (INCOME FUND OF AMERICA CLASS R-6) |
15.49%
Sep 2011 – Sep 2014 |
15.41%
Jun 2009 – Jun 2014 |
10.47%
Jun 2009 – Jun 2019 |
8.88%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart
