Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIDHX (INCOME FUND OF AMERICA CLASS R-5E) | 5.54% | 14.98% | 14.03% | 7.84% | 8.81% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIDHX (INCOME FUND OF AMERICA CLASS R-5E) | 11/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.98 | 14.98 | 14.03 | 7.84 | 8.81 | NA | NA | … | … | 5.54 | 17.95 | 11.04 | 7.79 | -6.30 | 17.57 | 5.17 | 19.08 | -4.94 | 13.46 | 10.65 | -1.08 |
| Sharpe Ratio | NA | 1.69 | 1.26 | 0.56 | 0.67 | NA | NA | … | … | 1.29 | 1.56 | 0.98 | 0.50 | -0.60 | 2.14 | 0.22 | 2.62 | -0.70 | 2.83 | 1.15 | -0.92 |
| Standard Deviation(%) | NA | 7.27 | 8.55 | 9.53 | 10.75 | NA | NA | … | … | 8.46 | 9.69 | 7.57 | 8.27 | 12.99 | 8.21 | 21.97 | 6.72 | 9.11 | 4.55 | 9.10 | 11.06 |
| Draw Down(%) | NA | 6.11 | 8.56 | 15.68 | 26.07 | NA | NA | … | … | 6.11 | 8.56 | 4.13 | 7.84 | 15.68 | 3.48 | 26.07 | 3.52 | 11.70 | 1.58 | 6.48 | 3.35 |
| Yield(%) | 0.00 | 10.06 | 7.60 | 6.48 | 6.66 | 4.70 | 3.52 | … | … | 0.69 | 10.82 | 6.84 | 3.96 | 6.28 | 7.57 | 3.39 | 6.23 | 6.86 | 5.50 | 3.40 | 2.61 |
Data as of 06/05/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIDHX (INCOME FUND OF AMERICA CLASS R-5E) |
1.30%
Mar 2017 – Mar 2020 |
4.23%
Sep 2017 – Sep 2022 |
8.78%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIDHX (INCOME FUND OF AMERICA CLASS R-5E) |
14.96%
Feb 2023 – Feb 2026 |
11.59%
Mar 2020 – Mar 2025 |
9.87%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart