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RIDEX: INCOME FUND OF AMERICA CLASS R-4 (MUTUAL FUND)
Basic Info 27.29 0.24(0.87%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 9.92% |
| Expenses | 0.69% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| 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 | 5.4 | 14.7 | 13.7 | 6.1 | 7.9 | 7.9 | 7.0 | 7.2 | 17.8 | 10.8 | 7.6 | -9.7 | 12.9 | 4.8 | 18.9 | -5.2 | 13.3 | 10.5 | -1.6 | 8.3 | 18.1 | 11.9 | 5.5 | 12.0 | 24.5 | -28.9 | 3.8 | 20.2 | 2.3 | 11.6 | 25.2 | -10.0 |
| Sharpe Ratio | NA | 1.68 | 1.96 | 1.31 | 0.4 | 0.58 | NA | NA | 0.54 | 1.53 | 0.95 | 0.48 | -0.84 | 1.4 | 0.21 | 2.6 | -0.72 | 2.87 | 1.14 | -0.16 | 1.11 | 2.39 | 1.58 | 0.41 | 1.1 | 1.69 | -1.2 | 0.06 | 2.72 | 0.01 | 1.41 | 3.51 | -1.38 |
| Draw Down(%) | NA | 6.1 | 6.1 | 8.6 | 16.5 | 26.1 | NA | NA | 44.2 | 8.6 | 4.1 | 7.9 | 15.8 | 4.4 | 26.1 | 3.5 | 11.9 | 1.8 | 6.4 | 10.5 | 5.7 | 6.0 | 5.4 | 11.6 | 8.8 | 18.8 | 37.9 | 7.6 | 4.4 | 4.4 | 5.7 | 6.7 | 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 | 6.7 | 9.1 | 4.4 | 9.1 | 10.4 | 7.5 | 7.6 | 7.6 | 13.4 | 10.8 | 14.4 | 24.7 | 11.0 | 6.2 | 6.6 | 7.5 | 7.0 | 13.2 |
| Treynor Ratio | NA | 0.2 | 0.2 | 0.15 | 0.05 | 0.07 | NA | NA | 0.07 | 0.2 | 0.1 | 0.05 | -0.15 | 0.16 | 0.04 | 0.19 | -0.08 | 0.13 | 0.09 | -0.01 | 0.08 | 0.17 | 0.12 | 0.06 | 0.12 | 0.29 | -0.29 | 0.01 | 0.21 | 0.0 | 0.13 | 0.36 | -0.26 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.03 | 0.0 | -0.03 | 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 | -0.05 |
| Beta | NA | 0.72 | 0.72 | 0.75 | 0.75 | 0.87 | NA | NA | 0.91 | 0.73 | 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 | 0.84 | 1.03 | 1.15 | 0.82 | 0.82 | 0.81 | 0.68 | 0.7 |
| RSquared | NA | 0.63 | 0.63 | 0.73 | 0.72 | 0.82 | NA | NA | 0.86 | 0.76 | 0.7 | 0.77 | 0.77 | 0.55 | 0.94 | 0.91 | 0.9 | 0.81 | 0.91 | 0.93 | 0.9 | 0.92 | 0.91 | 0.95 | 0.94 | 0.92 | 0.95 | 0.91 | 0.76 | 0.65 | 0.56 | 0.84 | 0.75 |
| Yield(%) | N/A | 0.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.6 | 6.6 | 3.8 | 2.9 | 3.1 | 3.2 | 6.0 | 6.6 | 5.3 | 3.3 | 4.7 | 3.8 | 3.5 | 4.0 | 4.1 | 4.8 | 5.2 | 4.2 | 8.5 | 7.3 | 4.8 | 3.3 | 4.7 | 0.0 |
| Dividend Growth(%) | N/A | -93.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 66.7 | 82.3 | 12.5 | 3.7 | -2.3 | -39.7 | -20.6 | 35.9 | 74.4 | -35.4 | 31.3 | 19.5 | -3.3 | -2.6 | -8.2 | 9.5 | -15.5 | -53.5 | 30.4 | 51.4 | 54.3 | -16.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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