Back to top
The Income Fund Of America, Class 529-a Shares: (MF: CIMAX)
(NASDAQ Mutual Funds) As of Jun 26, 2025 08:00 PM ET
$26.41 USD
+0.21 (0.80%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.57 | 10 |
| 3 months | 2.04 | 10 |
| 6 months | 4.18 | 11 |
| 1 Year | 14.57 | 8 |
| 3 Year | 7.23 | 41 |
| 5 Year | 9.94 | 69 |
| 10 Year | 7.04 | 63 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 84.68 |
| Bear Market (10/07 - 2/09) | -42.42 |
| Bull Market (2/09 - 3/21) | 360.52 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 7.40 |
| 5 Year | 10.44 |
| 10 Year | 6.54 |
| Since Inception | 9.96 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 4.63 | NA | NA | NA |
| 2024 | 4.32 | -0.04 | 8.44 | -1.98 |
| 2023 | 0.85 | 1.37 | -3.19 | 8.69 |
| 2022 | -1.32 | -8.18 | -6.34 | 9.77 |
| 2021 | 6.01 | 4.73 | -1.21 | 6.62 |
| 2020 | -16.20 | 9.67 | 4.96 | 8.73 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.57 | 10.83 | 7.56 | -6.85 | 16.96 | 4.88 | 18.42 | -5.31 | 13.26 | 10.49 | -1.57 |
| % Total Return Rel to Index | 6.51 | -14.19 | -18.67 | 11.35 | -11.72 | -13.51 | -13.07 | -0.91 | -8.53 | -1.44 | -2.96 |
| % Total Return Rel to Peer | 4.54 | -0.81 | -1.81 | 0.11 | -4.04 | -0.27 | -3.56 | 1.71 | -0.84 | -0.86 | 1.91 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 3.00 | 4.00 | 2.00 | 4.00 | 4.00 | 2.00 |
| % Dividends | 0.16 | 0.99 | 0.84 | 0.65 | 0.64 | 0.74 | 0.64 | 0.64 | 0.64 | 0.65 | 0.63 |
| % Yield | 0.62 | 3.84 | 4.00 | 2.69 | 2.34 | 3.05 | 2.62 | 2.88 | 2.60 | 2.90 | 2.99 |
| Capital Gains ($) | 0.00 | 0.55 | 0.00 | 0.82 | 0.98 | 0.00 | 0.50 | 0.88 | 0.50 | 0.00 | 0.37 |
| Expense Ratio | 0.59 | 0.61 | 0.61 | 0.59 | 0.60 | 0.62 | 0.64 | 0.63 | 0.64 | 0.66 | 0.65 |
* 1 = Top 20%, 5 = Bottom 20%