Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AICBX (INVESTMENT CO OF AMERICA CLASS B) | NA | 16.60% | 9.14% | 12.93% | 5.85% | 6.33% | NA | … | … |
Data as of 04/10/2017, Common starting date is 04/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AICBX (INVESTMENT CO OF AMERICA CLASS B) | 04/03/2000 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 16.60 | 9.14 | 12.93 | 5.85 | 6.33 | NA | … | … | 5.36 | 13.71 | -2.20 | 11.26 | 31.41 | 14.74 | -2.53 | 10.03 | 26.20 | -35.25 | 5.15 | 15.04 | 6.04 | 8.65 | 24.90 | -15.18 | -5.30 | -1.09 |
| Sharpe Ratio | NA | 1.65 | 0.71 | 1.04 | 0.30 | NA | NA | … | … | 3.46 | 1.03 | -0.15 | 1.01 | 3.01 | 1.22 | -0.12 | 0.59 | 1.22 | -1.07 | 0.16 | 1.44 | 0.48 | 0.87 | 1.95 | -0.87 | -0.52 | -0.39 |
| Standard Deviation(%) | NA | 9.85 | 12.76 | 12.29 | 18.24 | NA | NA | … | … | 6.05 | 13.01 | 14.97 | 11.14 | 10.43 | 12.12 | 21.88 | 16.71 | 21.31 | 33.67 | 13.36 | 8.18 | 8.15 | 8.87 | 12.43 | 18.61 | 14.97 | 14.06 |
| Draw Down(%) | NA | 5.38 | 14.38 | 14.38 | 51.40 | NA | NA | … | … | 1.61 | 8.53 | 13.31 | 7.75 | 6.06 | 9.10 | 19.60 | 14.82 | 22.67 | 44.93 | 9.09 | 6.68 | 6.13 | 6.62 | 12.08 | 27.50 | 19.40 | 8.00 |
| Yield(%) | 0.00 | 4.59 | 7.42 | 8.26 | 4.60 | 4.93 | 3.64 | … | … | 0.00 | 4.99 | 7.65 | 10.34 | 9.29 | 3.28 | 1.26 | 1.34 | 1.85 | 1.44 | 6.75 | 8.03 | 4.11 | 1.99 | 1.90 | 2.75 | 2.94 | 5.79 |
Data as of 04/10/2017, Common starting date is 04/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AICBX (INVESTMENT CO OF AMERICA CLASS B) |
-13.58%
Feb 2006 – Feb 2009 |
-5.71%
Feb 2004 – Feb 2009 |
0.41%
Aug 2000 – Aug 2010 |
4.37%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AICBX (INVESTMENT CO OF AMERICA CLASS B) |
21.80%
Sep 2011 – Sep 2014 |
19.58%
Feb 2009 – Feb 2014 |
7.37%
Aug 2004 – Aug 2014 |
6.54%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison Chart