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American Funds Investment Co Of America A: (MF: AIVSX)
(NASDAQ Mutual Funds) As of Apr 23, 2024 08:00 PM ET
$54.19 USD
+0.88 (1.65%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.43 | 25 |
| 3 months | 10.43 | 25 |
| 6 months | 25.54 | 6 |
| 1 Year | 33.43 | 4 |
| 3 Year | 11.90 | 10 |
| 5 Year | 13.91 | 20 |
| 10 Year | 11.41 | 18 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 105.74 |
| Bear Market (10/07 - 2/09) | -47.16 |
| Bull Market (2/09 - 3/21) | 652.75 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 26.17 |
| 5 Year | 12.64 |
| 10 Year | 10.78 |
| Since Inception | 9.24 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.43 | NA | NA | NA |
| 2023 | 6.35 | 8.86 | -2.38 | 13.68 |
| 2022 | -4.69 | -15.44 | -5.74 | 11.22 |
| 2021 | 6.96 | 6.65 | 0.53 | 8.99 |
| 2020 | -19.08 | 19.19 | 6.66 | 11.27 |
| 2019 | 11.40 | 2.15 | -0.07 | 9.51 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.43 | 28.50 | -15.51 | 25.01 | 14.48 | 24.54 | -6.51 | 19.72 | 14.59 | -1.55 | 11.68 |
| % Total Return Rel to Index | -0.12 | 2.25 | 2.68 | -3.67 | -3.92 | -6.94 | -2.12 | -2.06 | 2.65 | -2.94 | -1.96 |
| % Total Return Rel to Peer | 1.99 | 13.21 | -4.72 | 0.67 | 6.27 | -1.10 | 1.04 | 2.31 | 3.26 | 1.65 | 2.78 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 3.00 | 2.00 | 4.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.15 | 0.72 | 0.62 | 0.62 | 0.62 | 0.76 | 0.73 | 0.68 | 0.68 | 0.58 | 0.57 |
| % Yield | 0.26 | 1.31 | 1.35 | 1.07 | 1.31 | 1.73 | 1.87 | 1.50 | 1.72 | 1.52 | 1.34 |
| Capital Gains ($) | 0.00 | 1.77 | 1.90 | 2.97 | 0.11 | 1.81 | 3.20 | 2.26 | 1.30 | 2.51 | 3.34 |
| Expense Ratio | 0.00 | 0.58 | 0.57 | 0.57 | 0.59 | 0.59 | 0.57 | 0.57 | 0.59 | 0.58 | 0.59 |
* 1 = Top 20%, 5 = Bottom 20%