Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CICAX (INVESTMENT CO OF AMERICA CLASS 529-A) | 7.25% | 21.91% | 22.96% | 11.74% | 12.83% | 12.48% | 9.71% | … | … |
Data as of 06/05/2026, Common starting date is 02/28/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CICAX (INVESTMENT CO OF AMERICA CLASS 529-A) | 02/28/2002 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -2.97 | 21.91 | 22.96 | 11.74 | 12.83 | 12.48 | 9.71 | … | … | 7.25 | 20.44 | 24.86 | 28.51 | -19.26 | 17.99 | 14.06 | 24.48 | -6.70 | 19.67 | 14.49 | -1.68 | 11.96 | 32.37 | 15.47 | -1.84 | 10.78 | 27.12 | -34.79 | 5.83 | 15.87 | 6.74 | 9.22 | 24.86 | -15.86 |
| Sharpe Ratio | NA | 1.50 | 1.35 | 0.57 | 0.67 | NA | NA | … | … | 1.02 | 0.99 | 1.69 | 2.02 | -0.92 | 1.39 | 0.45 | 1.96 | -0.52 | 3.08 | 1.10 | -0.11 | 1.07 | 3.10 | 1.28 | -0.09 | 0.64 | 1.27 | -1.06 | 0.20 | 1.53 | 0.55 | 0.93 | 1.93 | -1.02 |
| Standard Deviation(%) | NA | 12.81 | 14.59 | 16.24 | 16.75 | NA | NA | … | … | 14.90 | 17.78 | 12.57 | 12.41 | 22.46 | 12.95 | 30.34 | 11.76 | 15.52 | 6.21 | 13.01 | 14.98 | 11.13 | 10.44 | 12.11 | 21.89 | 16.68 | 21.31 | 33.62 | 13.34 | 8.18 | 8.18 | 8.87 | 12.48 | 19.36 |
| Draw Down(%) | NA | 10.08 | 17.41 | 27.99 | 31.09 | NA | NA | … | … | 10.08 | 17.41 | 6.80 | 8.92 | 25.36 | 7.72 | 31.09 | 7.12 | 18.27 | 2.82 | 8.47 | 13.10 | 7.69 | 5.99 | 9.05 | 19.35 | 14.68 | 22.58 | 44.56 | 9.01 | 6.61 | 6.05 | 6.47 | 12.51 | 27.94 |
| Yield(%) | 0.00 | 10.90 | 10.54 | 6.25 | 7.75 | 9.27 | 7.14 | … | … | 0.24 | 11.52 | 10.72 | 6.05 | 1.16 | 1.37 | 1.52 | 7.53 | 9.60 | 7.98 | 5.94 | 8.36 | 11.08 | 10.07 | 4.04 | 1.96 | 2.08 | 2.57 | 2.03 | 7.44 | 8.75 | 4.80 | 2.51 | 1.96 | 0.45 |
Data as of 06/05/2026, Common starting date is 02/28/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CICAX (INVESTMENT CO OF AMERICA CLASS 529-A) |
-12.99%
Feb 2006 – Feb 2009 |
-5.10%
Feb 2004 – Feb 2009 |
3.41%
May 2002 – May 2012 |
5.79%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CICAX (INVESTMENT CO OF AMERICA CLASS 529-A) |
26.78%
Sep 2022 – Sep 2025 |
20.41%
Feb 2009 – Feb 2014 |
14.39%
Sep 2011 – Sep 2021 |
13.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
