Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RIDFX (INCOME FUND OF AMERICA CLASS R-5) | 2.91% | 9.69% | 4.05% | 7.97% | 5.94% | 7.61% | 6.75% | 7.23% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIDFX (INCOME FUND OF AMERICA CLASS R-5) | 06/07/2002 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 06/07/2002.
AR inception is since 06/07/2002.
| 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 (%) | 2.61 | 9.69 | 4.05 | 7.97 | 5.94 | 7.61 | 6.75 | 7.23 | 2.91 | 8.75 | 7.88 | -9.42 | 13.25 | 5.20 | 19.23 | -4.87 | 13.57 | 10.90 | -1.27 | 8.70 | 18.48 | 12.23 | 5.85 | 12.40 | 24.85 | -28.65 | 4.10 | 20.59 | 2.54 | 11.81 | 25.53 | -8.68 |
| Sharpe Ratio | NA | 0.31 | -0.03 | 0.53 | 0.38 | NA | NA | 0.50 | 0.45 | 0.27 | 0.44 | -0.82 | 1.43 | 0.22 | 2.64 | -0.68 | 2.92 | 1.17 | -0.13 | 1.16 | 2.44 | 1.62 | 0.43 | 1.14 | 1.72 | -1.19 | 0.10 | 2.78 | 0.06 | 1.69 | 3.51 | -1.22 |
| Standard Deviation(%) | NA | 10.70 | 10.68 | 10.62 | 11.21 | NA | NA | 11.39 | 14.85 | 7.87 | 8.29 | 13.26 | 9.24 | 22.01 | 6.74 | 9.11 | 4.46 | 9.11 | 10.35 | 7.46 | 7.56 | 7.56 | 13.41 | 10.78 | 14.41 | 24.76 | 11.03 | 6.27 | 6.65 | 6.45 | 7.08 | 12.97 |
| Draw Down(%) | NA | 9.26 | 12.76 | 16.26 | 26.11 | NA | NA | 44.01 | 9.26 | 6.23 | 7.84 | 15.63 | 4.33 | 26.11 | 3.51 | 11.63 | 1.71 | 6.48 | 10.37 | 5.69 | 5.98 | 5.40 | 11.41 | 8.79 | 18.79 | 37.78 | 7.58 | 4.44 | 4.31 | 5.67 | 6.70 | 18.26 |
| Yield(%) | 0.00 | 3.71 | 3.52 | 4.16 | 4.61 | 5.79 | 5.46 | 6.10 | 0.00 | 4.56 | 4.06 | 3.20 | 3.44 | 3.48 | 6.33 | 6.93 | 5.56 | 3.59 | 5.00 | 4.09 | 3.86 | 4.27 | 4.44 | 5.10 | 5.46 | 4.47 | 8.83 | 7.60 | 5.00 | 3.52 | 5.04 | 1.28 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIDFX (INCOME FUND OF AMERICA CLASS R-5) |
-9.00%
Feb 2006 - Feb 2009 |
-2.68%
Feb 2004 - Feb 2009 |
5.14%
Oct 2013 - Oct 2023 |
5.14%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIDFX (INCOME FUND OF AMERICA CLASS R-5) |
21.31%
Feb 2009 - Feb 2012 |
18.31%
Feb 2009 - Feb 2014 |
12.04%
Feb 2009 - Feb 2019 |
9.84%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart