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 |
|---|---|---|---|---|---|---|---|---|
| CIMAX (INCOME FUND OF AMERICA CLASS 529-A) | 3.33% | 9.12% | 3.92% | 7.69% | 5.63% | 7.42% | 6.51% | 6.38% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIMAX (INCOME FUND OF AMERICA CLASS 529-A) | 03/15/2002 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 03/15/2002.
AR inception is since 03/15/2002.
| 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 (%) | 3.07 | 9.12 | 3.92 | 7.69 | 5.63 | 7.42 | 6.51 | 6.38 | 3.33 | 8.41 | 7.58 | -9.67 | 12.90 | 4.83 | 18.85 | -5.18 | 13.27 | 10.51 | -1.56 | 8.31 | 18.12 | 11.82 | 5.52 | 12.13 | 24.49 | -28.85 | 3.80 | 20.22 | 2.36 | 11.52 | 22.24 | -11.26 |
| Sharpe Ratio | NA | 0.29 | -0.06 | 0.50 | 0.35 | NA | NA | 0.45 | 0.44 | 0.23 | 0.40 | -0.83 | 1.40 | 0.21 | 2.60 | -0.71 | 2.86 | 1.13 | -0.15 | 1.11 | 2.39 | 1.57 | 0.41 | 1.12 | 1.69 | -1.20 | 0.07 | 2.76 | 0.03 | 1.65 | 2.95 | -1.31 |
| Standard Deviation(%) | NA | 10.69 | 10.70 | 10.62 | 11.21 | NA | NA | 11.35 | 14.81 | 7.91 | 8.29 | 13.31 | 9.20 | 21.99 | 6.71 | 9.11 | 4.44 | 9.11 | 10.32 | 7.45 | 7.57 | 7.55 | 13.41 | 10.78 | 14.42 | 24.74 | 11.05 | 6.18 | 6.60 | 6.40 | 7.30 | 11.45 |
| Draw Down(%) | NA | 9.21 | 12.85 | 16.47 | 26.12 | NA | NA | 44.22 | 9.21 | 6.25 | 7.90 | 15.81 | 4.38 | 26.12 | 3.56 | 11.89 | 1.80 | 6.49 | 10.44 | 5.73 | 6.02 | 5.47 | 11.56 | 8.70 | 18.81 | 37.97 | 7.59 | 4.40 | 4.44 | 5.69 | 6.70 | 20.50 |
| Yield(%) | 0.00 | 3.46 | 3.27 | 3.82 | 4.30 | 5.48 | 5.18 | 5.26 | 0.00 | 4.25 | 3.76 | 2.94 | 3.13 | 3.20 | 6.00 | 6.64 | 5.27 | 3.26 | 4.68 | 3.76 | 3.51 | 3.94 | 4.12 | 4.91 | 5.14 | 4.21 | 8.53 | 7.32 | 4.77 | 3.31 | 2.32 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIMAX (INCOME FUND OF AMERICA CLASS 529-A) |
-9.27%
Feb 2006 - Feb 2009 |
-2.93%
Feb 2004 - Feb 2009 |
4.81%
Oct 2013 - Oct 2023 |
4.82%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIMAX (INCOME FUND OF AMERICA CLASS 529-A) |
20.93%
Feb 2009 - Feb 2012 |
17.95%
Feb 2009 - Feb 2014 |
11.70%
Feb 2009 - Feb 2019 |
9.50%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart