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American Funds Investment Co Of America A: (MF: AIVSX)

(NASDAQ Mutual Funds) As of Jan 27, 2022 08:00 PM ET

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$47.58 USD

-0.02 (-0.04%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Dec 31, 2021

Total Return %* Percentile Rank Objective
YTD 25.01 55
3 months 8.99 40
6 months 9.58 29
1 Year 25.01 55
3 Year 21.25 33
5 Year 14.81 31
10 Year 14.42 26

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 105.74
Bear Market (10/07 - 2/09) -47.16
Bull Market (2/09 - 9/19) 527.88

Load Adjusted Returns as of Dec 31, 2021

1 Year 18.21
5 Year 13.54
10 Year 13.78
Since Inception 9.27

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2021 6.96 6.65 0.53 8.99
2020 -19.08 19.19 6.66 11.27
2019 11.40 2.15 -0.07 9.51
2018 -1.30 3.36 4.75 -12.51
2017 5.68 2.38 4.21 6.17

Annual Return

2021202020192018201720162015201420132012
% Total Return 25.0114.4824.54-6.5119.7214.59-1.5511.6832.4215.60
% Total Return Rel to Index -3.67-3.92-6.94-2.12-2.062.65-2.94-1.960.04-0.39
% Total Return Rel to Peer 0.676.27-1.101.042.313.261.652.783.461.59
% Perf Quintile vs Peer* 3.002.004.003.002.002.003.002.002.002.00
% Dividends 0.620.620.760.730.680.680.580.570.630.72
% Yield 1.071.311.731.871.501.721.521.341.512.22
Capital Gains ($) 2.970.111.813.202.261.302.513.342.510.42
Expense Ratio 0.570.590.590.570.570.590.580.590.610.62

* 1 = Top 20%, 5 = Bottom 20%