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AMEFX: INCOME FUND OF AMERICA CLASS F-2 (MUTUAL FUND)
Basic Info 27.33 0.24(0.87%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 08/14/2008 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 10.17% |
| Expenses | 0.69% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 5.5 | 15.0 | 14.0 | 6.4 | 8.2 | 8.2 | 7.9 | 18.0 | 11.1 | 7.8 | -9.4 | 13.2 | 5.1 | 19.2 | -5.0 | 13.6 | 10.8 | -1.4 | 8.6 | 18.4 | 12.2 | 5.8 | 12.2 | 24.8 | -20.9 |
| Sharpe Ratio | NA | 1.72 | 2.0 | 1.34 | 0.43 | 0.61 | NA | 0.58 | 1.56 | 0.99 | 0.5 | -0.82 | 1.43 | 0.22 | 2.64 | -0.7 | 2.93 | 1.17 | -0.13 | 1.16 | 2.42 | 1.62 | 0.43 | 1.12 | 1.72 | -1.27 |
| Draw Down(%) | NA | 6.1 | 6.1 | 8.6 | 16.3 | 26.1 | NA | 35.1 | 8.6 | 4.1 | 7.9 | 15.7 | 4.4 | 26.1 | 3.5 | 11.7 | 1.8 | 6.4 | 10.3 | 5.7 | 6.0 | 5.4 | 11.4 | 8.9 | 18.8 | 31.2 |
| Standard Deviation(%) | NA | 8.4 | 7.2 | 8.6 | 9.8 | 10.9 | NA | 11.9 | 9.7 | 7.5 | 8.3 | 13.3 | 9.2 | 22.0 | 6.7 | 9.1 | 4.4 | 9.1 | 10.3 | 7.5 | 7.6 | 7.5 | 13.4 | 10.8 | 14.4 | 36.6 |
| Treynor Ratio | NA | 0.2 | 0.2 | 0.15 | 0.06 | 0.08 | NA | 0.07 | 0.21 | 0.1 | 0.05 | -0.15 | 0.16 | 0.05 | 0.2 | -0.07 | 0.13 | 0.1 | -0.01 | 0.08 | 0.17 | 0.12 | 0.06 | 0.12 | 0.3 | -0.45 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 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 |
| Beta | NA | 0.72 | 0.72 | 0.75 | 0.75 | 0.87 | NA | 0.93 | 0.74 | 0.74 | 0.8 | 0.73 | 0.83 | 1.03 | 0.9 | 0.88 | 1.0 | 1.11 | 1.15 | 1.06 | 1.06 | 0.98 | 0.96 | 0.99 | 0.83 | 1.03 |
| RSquared | NA | 0.63 | 0.63 | 0.73 | 0.73 | 0.82 | NA | 0.88 | 0.76 | 0.7 | 0.77 | 0.78 | 0.55 | 0.94 | 0.9 | 0.9 | 0.81 | 0.91 | 0.93 | 0.9 | 0.91 | 0.91 | 0.94 | 0.94 | 0.92 | 0.97 |
| Yield(%) | N/A | 0.7 | N/A | N/A | N/A | N/A | N/A | N/A | 10.9 | 6.9 | 4.0 | 3.2 | 3.4 | 3.4 | 6.3 | 6.9 | 5.5 | 3.5 | 4.9 | 4.0 | 3.8 | 4.2 | 4.4 | 5.0 | 5.4 | 2.1 |
| Dividend Growth(%) | N/A | -93.1 | N/A | N/A | N/A | N/A | N/A | N/A | 64.7 | 77.9 | 11.1 | 2.9 | -0.9 | -38.1 | -20.0 | 34.7 | 69.0 | -33.5 | 28.7 | 19.5 | -2.8 | -2.3 | -6.2 | 7.8 | 104.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/2008
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