Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AIVSX (INVESTMENT CO OF AMERICA CLASS A) | -3.88% | 2.33% | 7.33% | 11.08% | 8.52% | 10.08% | 8.37% | 8.94% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIVSX (INVESTMENT CO OF AMERICA CLASS A) | 02/28/1986 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 02/28/1986.
AR inception is since 02/28/1986.
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.21 | 2.33 | 7.33 | 11.08 | 8.52 | 10.08 | 8.37 | 8.94 | -3.88 | 15.66 | 24.04 | -19.20 | 18.06 | 14.12 | 24.56 | -6.63 | 19.77 | 14.59 | -1.55 | 12.08 | 32.48 | 15.58 | -1.76 | 10.87 | 27.19 | -34.76 | 5.91 | 15.92 | 6.89 | 9.30 | 25.67 | -14.27 | -4.58 | 3.92 | 16.53 | 23.18 | 29.71 | 19.35 | 25.36 | -3.11 | 7.31 | 5.12 | 23.66 | -0.81 | 22.51 | 7.08 | -0.81 | 3.34 |
| Sharpe Ratio | NA | -0.14 | 0.16 | 0.49 | 0.40 | NA | NA | 0.43 | -0.57 | 0.61 | 1.58 | -0.92 | 1.39 | 0.46 | 1.97 | -0.51 | 3.07 | 1.11 | -0.11 | 1.08 | 3.11 | 1.29 | -0.08 | 0.65 | 1.27 | -1.06 | 0.22 | 1.55 | 0.58 | 0.94 | 2.01 | -0.83 | -0.47 | -0.01 | 0.96 | 1.21 | 1.77 | 1.57 | 2.75 | -0.71 | 0.69 | 0.36 | 1.65 | -0.47 | 1.42 | 0.17 | -0.18 | 0.00 |
| Standard Deviation(%) | NA | 20.01 | 18.17 | 17.29 | 17.20 | NA | NA | 15.66 | 26.74 | 14.89 | 12.61 | 22.44 | 12.94 | 30.31 | 11.75 | 15.55 | 6.26 | 13.01 | 14.95 | 11.14 | 10.42 | 12.14 | 21.90 | 16.70 | 21.30 | 33.68 | 13.37 | 8.18 | 8.18 | 8.85 | 12.45 | 18.63 | 14.96 | 15.33 | 13.79 | 16.43 | 14.70 | 9.99 | 7.83 | 8.57 | 7.58 | 7.62 | 12.05 | 12.83 | 11.82 | 13.81 | 26.37 | 13.99 |
| Draw Down(%) | NA | 21.78 | 21.78 | 27.96 | 31.09 | NA | NA | 50.90 | 17.63 | 10.70 | 8.92 | 25.35 | 7.71 | 31.09 | 7.10 | 18.23 | 2.82 | 8.45 | 13.08 | 7.70 | 5.98 | 9.00 | 19.32 | 14.68 | 22.59 | 44.54 | 9.00 | 6.61 | 6.08 | 6.45 | 11.99 | 27.16 | 19.19 | 7.88 | 10.68 | 16.49 | 8.45 | 6.91 | 5.87 | 8.19 | 3.66 | 4.21 | 5.33 | 15.27 | 9.99 | 7.07 | 31.69 | 8.72 |
| Yield(%) | 0.00 | 0.85 | 1.30 | 1.75 | 4.55 | 6.71 | 5.98 | 11.30 | 0.00 | 1.24 | 1.76 | 1.20 | 1.42 | 1.56 | 7.59 | 9.67 | 8.05 | 6.03 | 8.46 | 11.17 | 10.17 | 4.14 | 2.04 | 2.12 | 2.65 | 2.09 | 7.52 | 8.81 | 4.89 | 2.58 | 2.50 | 3.58 | 3.62 | 8.11 | 11.43 | 12.16 | 12.85 | 7.03 | 2.83 | 2.57 | 2.63 | 2.69 | 3.06 | 3.82 | 4.58 | 4.34 | 3.90 | 3.34 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIVSX (INVESTMENT CO OF AMERICA CLASS A) |
-12.93%
Feb 2006 - Feb 2009 |
-5.02%
Feb 2004 - Feb 2009 |
-0.20%
Feb 1999 - Feb 2009 |
5.16%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIVSX (INVESTMENT CO OF AMERICA CLASS A) |
26.45%
Mar 1995 - Mar 1998 |
22.74%
Dec 1994 - Dec 1999 |
15.41%
Oct 1990 - Oct 2000 |
13.11%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart