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American Funds Investment Co Of America C: (MF: AICCX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$56.45 USD
+1.08 (1.95%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -3.17 | 74 |
| 3 months | -3.17 | 74 |
| 6 months | -1.18 | 52 |
| 1 Year | 8.94 | 18 |
| 3 Year | 10.52 | 4 |
| 5 Year | 17.52 | 32 |
| 10 Year | 10.54 | 28 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 99.06 |
| Bear Market (10/07 - 2/09) | -47.72 |
| Bull Market (2/09 - 3/21) | 686.60 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 7.85 |
| 5 Year | 17.51 |
| 10 Year | 10.55 |
| Since Inception | 7.71 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.17 | NA | NA | NA |
| 2024 | 10.21 | 3.53 | 6.48 | 2.05 |
| 2023 | 6.13 | 8.67 | -2.56 | 13.47 |
| 2022 | -4.87 | -15.60 | -5.92 | 11.03 |
| 2021 | 6.77 | 6.44 | 0.35 | 8.77 |
| 2020 | -19.23 | 18.96 | 6.49 | 11.05 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -3.17 | 24.01 | 27.52 | -16.14 | 24.06 | 13.62 | 23.56 | -7.23 | 18.77 | 13.69 | -2.35 |
| % Total Return Rel to Index | 1.08 | -1.01 | 1.27 | 2.06 | -4.61 | -4.77 | -7.92 | -2.84 | -3.02 | 1.76 | -3.74 |
| % Total Return Rel to Peer | -2.70 | 8.17 | 12.24 | -5.35 | -0.27 | 5.41 | -2.07 | 0.32 | 1.36 | 2.37 | 0.86 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 4.00 | 2.00 | 4.00 | 3.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.04 | 0.18 | 0.37 | 0.28 | 0.24 | 0.32 | 0.47 | 0.41 | 0.36 | 0.40 | 0.28 |
| % Yield | 0.07 | 0.29 | 0.32 | 0.62 | 0.43 | 0.70 | 1.09 | 1.06 | 0.81 | 1.02 | 0.75 |
| Capital Gains ($) | 0.00 | 4.73 | 1.77 | 1.90 | 2.97 | 0.11 | 1.81 | 3.20 | 2.26 | 1.30 | 2.51 |
| Expense Ratio | 0.00 | 1.31 | 1.33 | 1.33 | 1.32 | 1.33 | 1.35 | 1.36 | 1.38 | 1.39 | 1.39 |
* 1 = Top 20%, 5 = Bottom 20%