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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
$47.58 USD
-0.02 (-0.04%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Dec 31, 2021
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 25.01 | 55 |
| 3 months | 8.99 | 40 |
| 6 months | 9.58 | 29 |
| 1 Year | 25.01 | 55 |
| 3 Year | 21.25 | 33 |
| 5 Year | 14.81 | 31 |
| 10 Year | 14.42 | 26 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 105.74 |
| Bear Market (10/07 - 2/09) | -47.16 |
| Bull Market (2/09 - 9/19) | 527.88 |
Load Adjusted Returns as of Dec 31, 2021
| 1 Year | 18.21 |
| 5 Year | 13.54 |
| 10 Year | 13.78 |
| Since Inception | 9.27 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2021 | 6.96 | 6.65 | 0.53 | 8.99 |
| 2020 | -19.08 | 19.19 | 6.66 | 11.27 |
| 2019 | 11.40 | 2.15 | -0.07 | 9.51 |
| 2018 | -1.30 | 3.36 | 4.75 | -12.51 |
| 2017 | 5.68 | 2.38 | 4.21 | 6.17 |
Annual Return
| 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 25.01 | 14.48 | 24.54 | -6.51 | 19.72 | 14.59 | -1.55 | 11.68 | 32.42 | 15.60 |
| % Total Return Rel to Index | -3.67 | -3.92 | -6.94 | -2.12 | -2.06 | 2.65 | -2.94 | -1.96 | 0.04 | -0.39 |
| % Total Return Rel to Peer | 0.67 | 6.27 | -1.10 | 1.04 | 2.31 | 3.26 | 1.65 | 2.78 | 3.46 | 1.59 |
| % Perf Quintile vs Peer* | 3.00 | 2.00 | 4.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 | 2.00 |
| % Dividends | 0.62 | 0.62 | 0.76 | 0.73 | 0.68 | 0.68 | 0.58 | 0.57 | 0.63 | 0.72 |
| % Yield | 1.07 | 1.31 | 1.73 | 1.87 | 1.50 | 1.72 | 1.52 | 1.34 | 1.51 | 2.22 |
| Capital Gains ($) | 2.97 | 0.11 | 1.81 | 3.20 | 2.26 | 1.30 | 2.51 | 3.34 | 2.51 | 0.42 |
| Expense Ratio | 0.57 | 0.59 | 0.59 | 0.57 | 0.57 | 0.59 | 0.58 | 0.59 | 0.61 | 0.62 |
* 1 = Top 20%, 5 = Bottom 20%