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AMECX: INCOME FUND OF AMERICA CLASS A (MUTUAL FUND)
Basic Info 27.37 0.23(0.83%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (38%) |
| Start Date: | 01/02/1986 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 9.96% |
| Expenses | 0.69% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 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(%) | -1.0 | 5.5 | 14.8 | 13.8 | 6.1 | 7.9 | 8.0 | 7.1 | 8.6 | 17.8 | 10.8 | 7.6 | -9.6 | 13.0 | 4.9 | 18.9 | -5.1 | 13.4 | 10.6 | -1.5 | 8.4 | 18.3 | 12.0 | 5.6 | 12.0 | 24.5 | -28.8 | 3.9 | 20.3 | 2.5 | 11.7 | 25.3 | -3.8 | 5.4 | 9.9 | 0.5 | 9.5 | 22.3 | 15.2 | 27.6 | -2.9 | 11.4 | 10.3 | 23.0 | -3.6 | 19.6 | 14.8 | -2.5 | 12.0 |
| Sharpe Ratio | NA | 1.28 | 1.68 | 1.24 | 0.37 | 0.57 | NA | NA | 0.65 | 1.55 | 0.96 | 0.48 | -0.84 | 1.4 | 0.21 | 2.58 | -0.71 | 2.82 | 1.14 | -0.14 | 1.12 | 2.4 | 1.6 | 0.42 | 1.1 | 1.7 | -1.2 | 0.07 | 2.75 | 0.03 | 1.66 | 3.49 | -0.47 | 0.38 | 0.71 | -0.44 | 0.78 | 2.4 | 1.83 | 5.47 | -1.07 | 2.04 | 1.69 | 2.73 | -1.22 | 2.27 | 1.43 | -0.64 | 0.87 |
| Draw Down(%) | NA | 6.1 | 6.1 | 8.6 | 16.4 | 26.1 | NA | NA | 44.2 | 8.6 | 4.1 | 7.9 | 15.8 | 4.4 | 26.1 | 3.6 | 11.8 | 1.6 | 6.5 | 10.5 | 5.7 | 6.0 | 5.5 | 11.6 | 8.9 | 18.8 | 37.9 | 7.6 | 4.4 | 4.4 | 5.7 | 6.8 | 18.4 | 8.8 | 6.6 | 7.7 | 9.9 | 5.6 | 3.4 | 1.3 | 7.5 | 2.4 | 2.1 | 3.4 | 11.6 | 4.2 | 3.0 | 16.6 | 8.3 |
| Standard Deviation(%) | NA | 8.4 | 7.2 | 8.5 | 9.8 | 10.9 | NA | NA | 9.7 | 9.6 | 7.5 | 8.3 | 13.3 | 9.2 | 22.0 | 6.8 | 9.1 | 4.5 | 9.1 | 10.4 | 7.5 | 7.6 | 7.5 | 13.4 | 10.8 | 14.4 | 24.7 | 11.1 | 6.2 | 6.6 | 6.4 | 7.0 | 10.4 | 7.9 | 8.0 | 6.5 | 7.8 | 7.7 | 6.3 | 4.3 | 5.6 | 4.5 | 4.6 | 7.0 | 7.4 | 6.0 | 6.9 | 10.5 | 8.8 |
| Treynor Ratio | NA | 0.15 | 0.17 | 0.14 | 0.05 | 0.07 | NA | NA | 0.08 | 0.21 | 0.1 | 0.05 | -0.15 | 0.16 | 0.05 | 0.19 | -0.07 | 0.14 | 0.09 | -0.01 | 0.08 | 0.17 | 0.12 | 0.06 | 0.12 | 0.29 | -0.29 | 0.01 | 0.21 | 0.0 | 0.14 | 0.36 | -0.07 | 0.06 | 0.17 | -0.06 | 0.1 | 0.26 | 0.16 | 0.34 | -0.09 | 0.18 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.03 | 0.0 | -0.02 | 0.01 | 0.01 | -0.04 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.03 | -0.03 | -0.01 | 0.04 | -0.01 | 0.01 | 0.04 | 0.01 | 0.02 | 0.03 | -0.03 | -0.01 | 0.02 | 0.02 | 0.02 | -0.01 | 0.02 | 0.03 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.7 | 0.7 | 0.74 | 0.75 | 0.87 | NA | NA | 0.82 | 0.73 | 0.74 | 0.8 | 0.73 | 0.83 | 1.03 | 0.91 | 0.88 | 0.94 | 1.11 | 1.15 | 1.06 | 1.06 | 0.97 | 0.96 | 0.99 | 0.83 | 1.03 | 1.15 | 0.81 | 0.82 | 0.79 | 0.69 | 0.67 | 0.5 | 0.34 | 0.45 | 0.58 | 0.71 | 0.72 | 0.69 | 0.69 | 0.5 | 0.48 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.63 | 0.62 | 0.73 | 0.72 | 0.81 | NA | NA | 0.72 | 0.75 | 0.7 | 0.77 | 0.78 | 0.55 | 0.94 | 0.9 | 0.89 | 0.69 | 0.91 | 0.93 | 0.9 | 0.92 | 0.9 | 0.95 | 0.94 | 0.92 | 0.95 | 0.91 | 0.76 | 0.65 | 0.73 | 0.84 | 0.78 | 0.62 | 0.36 | 0.62 | 0.78 | 0.87 | 0.83 | 0.75 | 0.73 | 0.46 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.6 | 6.7 | 3.8 | 3.0 | 3.2 | 3.2 | 6.1 | 6.7 | 5.3 | 3.3 | 4.8 | 3.9 | 3.6 | 4.0 | 4.2 | 4.8 | 5.2 | 4.3 | 8.6 | 7.4 | 4.9 | 3.4 | 4.8 | 5.6 | 6.0 | 8.2 | 9.7 | 11.7 | 14.0 | 10.7 | 6.3 | 5.8 | 6.1 | 6.4 | 7.4 | 6.8 | 7.7 | 7.3 | 9.1 | 7.6 |
| Dividend Growth(%) | N/A | -93.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 66.7 | 81.8 | 12.0 | 3.4 | -1.6 | -39.7 | -20.7 | 35.6 | 73.3 | -35.0 | 30.5 | 19.5 | -2.9 | -2.7 | -6.6 | 8.4 | -16.1 | -53.2 | 29.8 | 50.9 | 53.6 | -16.6 | -20.5 | -7.8 | -25.3 | -23.8 | -18.8 | -10.0 | 34.5 | 106.0 | 0.0 | 0.0 | -1.2 | -1.2 | -3.4 | 0.0 | 10.0 | -25.9 | 22.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/1979
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