Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RICAX (INVESTMENT CO OF AMERICA CLASS R-1) | 7.41% | 20.59% | 22.06% | 11.08% | 12.02% | 11.69% | 9.02% | … | … |
Data as of 06/09/2026, Common starting date is 06/06/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RICAX (INVESTMENT CO OF AMERICA CLASS R-1) | 06/06/2002 | 06/09/2026 |
| 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 (%) | -2.84 | 20.59 | 22.06 | 11.08 | 12.02 | 11.69 | 9.02 | … | … | 7.41 | 19.54 | 23.93 | 27.60 | -19.87 | 17.07 | 13.27 | 23.55 | -7.35 | 18.78 | 13.66 | -2.32 | 11.19 | 31.35 | 14.74 | -2.55 | 9.96 | 26.19 | -35.25 | 5.06 | 14.96 | 5.93 | 8.84 | 25.18 | -13.59 |
| Sharpe Ratio | NA | 1.43 | 1.29 | 0.51 | 0.62 | NA | NA | … | … | 0.97 | 0.94 | 1.61 | 1.95 | -0.95 | 1.31 | 0.43 | 1.88 | -0.56 | 2.93 | 1.03 | -0.16 | 1.00 | 3.01 | 1.22 | -0.12 | 0.59 | 1.22 | -1.07 | 0.14 | 1.42 | 0.45 | 0.89 | 1.96 | -1.08 |
| Standard Deviation(%) | NA | 12.80 | 14.59 | 16.24 | 16.74 | NA | NA | … | … | 14.90 | 17.76 | 12.58 | 12.42 | 22.47 | 12.97 | 30.32 | 11.74 | 15.55 | 6.22 | 13.01 | 14.97 | 11.15 | 10.41 | 12.12 | 21.87 | 16.72 | 21.31 | 33.67 | 13.36 | 8.18 | 8.18 | 8.87 | 12.46 | 21.83 |
| Draw Down(%) | NA | 10.22 | 17.50 | 28.47 | 31.13 | NA | NA | … | … | 10.22 | 17.50 | 6.84 | 9.09 | 25.79 | 7.81 | 31.13 | 7.16 | 18.82 | 2.84 | 8.57 | 13.34 | 7.75 | 6.07 | 9.15 | 19.58 | 14.82 | 22.66 | 44.93 | 9.09 | 6.69 | 6.16 | 6.40 | 12.10 | 22.29 |
| Yield(%) | 0.00 | 10.14 | 9.66 | 5.54 | 6.84 | 8.23 | 6.40 | … | … | 0.06 | 10.81 | 9.96 | 5.28 | 0.54 | 0.55 | 0.82 | 6.77 | 8.92 | 7.22 | 5.20 | 7.69 | 10.38 | 9.32 | 3.30 | 1.27 | 1.36 | 1.88 | 1.43 | 6.68 | 7.96 | 4.07 | 2.17 | 2.24 | 0.44 |
Data as of 06/09/2026, Common starting date is 06/06/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RICAX (INVESTMENT CO OF AMERICA CLASS R-1) |
-13.62%
Feb 2006 – Feb 2009 |
-5.73%
Feb 2004 – Feb 2009 |
4.91%
Jan 2006 – Jan 2016 |
5.03%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RICAX (INVESTMENT CO OF AMERICA CLASS R-1) |
25.85%
Sep 2022 – Sep 2025 |
19.54%
Feb 2009 – Feb 2014 |
13.57%
Sep 2011 – Sep 2021 |
12.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart