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RIDAX: INCOME FUND OF AMERICA CLASS R-1 (MUTUAL FUND)
Basic Info 27.1 0.23(0.84%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 9.24% |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 5.1 | 13.9 | 13.0 | 5.3 | 7.0 | 7.1 | 6.2 | 6.4 | 16.8 | 10.0 | 6.8 | -10.3 | 12.1 | 4.1 | 18.0 | -5.9 | 12.4 | 9.7 | -2.3 | 7.6 | 17.2 | 11.1 | 4.8 | 11.1 | 23.5 | -29.4 | 3.1 | 19.3 | 1.7 | 11.0 | 24.2 | -10.1 |
| Sharpe Ratio | NA | 1.18 | 1.55 | 1.13 | 0.28 | 0.49 | NA | NA | 0.47 | 1.44 | 0.84 | 0.38 | -0.89 | 1.31 | 0.17 | 2.45 | -0.81 | 2.66 | 1.04 | -0.22 | 1.01 | 2.27 | 1.47 | 0.35 | 1.02 | 1.64 | -1.23 | -0.01 | 2.6 | -0.08 | 1.57 | 3.34 | -1.39 |
| Draw Down(%) | NA | 6.1 | 6.1 | 8.7 | 17.0 | 26.2 | NA | NA | 44.7 | 8.7 | 4.2 | 8.1 | 16.3 | 4.4 | 26.2 | 3.6 | 12.5 | 1.8 | 6.5 | 10.7 | 5.8 | 6.1 | 5.5 | 11.9 | 9.0 | 18.8 | 38.3 | 7.6 | 4.4 | 4.6 | 5.9 | 6.8 | 18.3 |
| Standard Deviation(%) | NA | 8.4 | 7.2 | 8.6 | 9.8 | 10.9 | NA | NA | 11.2 | 9.7 | 7.6 | 8.3 | 13.3 | 9.2 | 22.0 | 6.8 | 9.1 | 4.4 | 9.1 | 10.3 | 7.5 | 7.6 | 7.6 | 13.5 | 10.8 | 14.3 | 24.7 | 11.0 | 6.1 | 6.6 | 6.4 | 7.0 | 13.1 |
| Treynor Ratio | NA | 0.14 | 0.16 | 0.13 | 0.04 | 0.06 | NA | NA | 0.06 | 0.19 | 0.09 | 0.04 | -0.16 | 0.15 | 0.04 | 0.18 | -0.08 | 0.12 | 0.09 | -0.02 | 0.07 | 0.16 | 0.11 | 0.05 | 0.11 | 0.28 | -0.29 | 0.0 | 0.2 | -0.01 | 0.13 | 0.34 | -0.26 |
| Alpha | NA | 0.01 | 0.0 | 0.01 | 0.0 | -0.01 | NA | NA | 0.0 | 0.02 | -0.01 | -0.03 | 0.01 | 0.0 | -0.04 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.02 | -0.03 | -0.01 | 0.03 | -0.01 | 0.01 | 0.04 | -0.05 |
| Beta | NA | 0.7 | 0.7 | 0.75 | 0.75 | 0.87 | NA | NA | 0.91 | 0.73 | 0.75 | 0.81 | 0.73 | 0.82 | 1.03 | 0.91 | 0.88 | 1.0 | 1.11 | 1.15 | 1.06 | 1.05 | 0.99 | 0.97 | 0.99 | 0.83 | 1.03 | 1.15 | 0.82 | 0.82 | 0.79 | 0.69 | 0.7 |
| RSquared | NA | 0.63 | 0.63 | 0.73 | 0.72 | 0.82 | NA | NA | 0.86 | 0.76 | 0.7 | 0.77 | 0.78 | 0.55 | 0.94 | 0.91 | 0.9 | 0.81 | 0.91 | 0.93 | 0.9 | 0.91 | 0.91 | 0.95 | 0.94 | 0.92 | 0.96 | 0.92 | 0.78 | 0.67 | 0.75 | 0.85 | 0.76 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.9 | 5.9 | 3.0 | 2.2 | 2.3 | 2.5 | 5.2 | 5.9 | 4.5 | 2.5 | 4.0 | 3.0 | 2.8 | 3.2 | 3.4 | 4.0 | 4.4 | 3.6 | 7.8 | 6.5 | 4.2 | 2.8 | 4.0 | 0.0 |
| Dividend Growth(%) | N/A | -95.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 75.3 | 100.3 | 18.0 | 7.2 | -7.6 | -45.5 | -22.8 | 42.1 | 94.8 | -41.7 | 38.7 | 22.9 | -6.9 | -4.1 | -9.6 | 7.4 | -15.4 | -56.8 | 33.2 | 53.9 | 59.8 | -16.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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