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RIDFX: INCOME FUND OF AMERICA CLASS R-5 (MUTUAL FUND)
Basic Info 27.37 0.24(0.87%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 06/07/2002 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 10.23% |
| Expenses | 0.58% |
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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 | 5.6 | 15.1 | 14.1 | 6.4 | 8.2 | 8.3 | 7.4 | 7.6 | 18.1 | 11.2 | 7.9 | -9.4 | 13.2 | 5.2 | 19.2 | -4.9 | 13.6 | 10.9 | -1.3 | 8.7 | 18.5 | 12.2 | 5.8 | 12.4 | 24.8 | -28.6 | 4.1 | 20.6 | 2.5 | 11.8 | 25.5 | -8.7 |
| Sharpe Ratio | NA | 1.29 | 1.7 | 1.27 | 0.39 | 0.6 | NA | NA | 0.57 | 1.57 | 1.01 | 0.51 | -0.82 | 1.43 | 0.22 | 2.64 | -0.69 | 2.91 | 1.17 | -0.13 | 1.16 | 2.44 | 1.62 | 0.43 | 1.14 | 1.72 | -1.19 | 0.09 | 2.75 | 0.04 | 1.68 | 3.51 | -1.22 |
| Draw Down(%) | NA | 6.1 | 6.1 | 8.6 | 16.3 | 26.1 | NA | NA | 44.0 | 8.6 | 4.1 | 7.8 | 15.6 | 4.3 | 26.1 | 3.5 | 11.6 | 1.7 | 6.5 | 10.4 | 5.7 | 6.0 | 5.4 | 11.4 | 8.8 | 18.8 | 37.8 | 7.6 | 4.4 | 4.3 | 5.7 | 6.7 | 18.3 |
| Standard Deviation(%) | NA | 8.5 | 7.3 | 8.5 | 9.8 | 10.9 | NA | NA | 11.2 | 9.7 | 7.5 | 8.3 | 13.3 | 9.2 | 22.0 | 6.7 | 9.1 | 4.5 | 9.1 | 10.3 | 7.5 | 7.6 | 7.6 | 13.4 | 10.8 | 14.4 | 24.8 | 11.0 | 6.3 | 6.7 | 6.4 | 7.1 | 13.0 |
| Treynor Ratio | NA | 0.15 | 0.18 | 0.15 | 0.05 | 0.07 | NA | 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 | 0.13 | 0.06 | 0.12 | 0.3 | -0.29 | 0.01 | 0.21 | 0.0 | 0.14 | 0.36 | -0.23 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | 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 | -0.01 | 0.04 | -0.01 | 0.01 | 0.04 | -0.04 |
| Beta | NA | 0.71 | 0.71 | 0.75 | 0.75 | 0.87 | NA | NA | 0.91 | 0.73 | 0.74 | 0.8 | 0.73 | 0.82 | 1.03 | 0.9 | 0.88 | 1.01 | 1.11 | 1.15 | 1.06 | 1.06 | 0.98 | 0.96 | 0.99 | 0.83 | 1.03 | 1.15 | 0.82 | 0.82 | 0.79 | 0.69 | 0.69 |
| RSquared | NA | 0.63 | 0.63 | 0.73 | 0.72 | 0.81 | NA | NA | 0.86 | 0.76 | 0.7 | 0.76 | 0.78 | 0.55 | 0.94 | 0.9 | 0.89 | 0.82 | 0.91 | 0.93 | 0.9 | 0.92 | 0.91 | 0.95 | 0.94 | 0.92 | 0.95 | 0.91 | 0.75 | 0.64 | 0.73 | 0.84 | 0.75 |
| Yield(%) | N/A | 0.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.9 | 6.9 | 4.1 | 3.2 | 3.4 | 3.5 | 6.3 | 6.9 | 5.6 | 3.6 | 5.0 | 4.1 | 3.9 | 4.3 | 4.4 | 5.1 | 5.5 | 4.5 | 8.8 | 7.6 | 5.0 | 3.5 | 5.0 | 1.3 |
| Dividend Growth(%) | N/A | -93.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 64.2 | 77.2 | 10.9 | 2.6 | -0.7 | -37.7 | -19.7 | 34.3 | 68.3 | -33.4 | 28.8 | 18.7 | -2.1 | -2.3 | -7.5 | 10.4 | -15.9 | -52.2 | 29.5 | 50.7 | 52.3 | -17.2 | 258.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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