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The Income Fund Of America, Class 529-a Shares: (MF: CIMAX)
(NASDAQ Mutual Funds) As of Feb 2, 2026 05:22 PM ET
$27.02 USD
+0.04 (0.15%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.36 | 26 |
| 3 months | 1.51 | 75 |
| 6 months | 5.29 | 76 |
| 1 Year | 16.37 | 26 |
| 3 Year | 11.53 | 50 |
| 5 Year | 8.61 | 64 |
| 10 Year | 8.32 | 68 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 84.68 |
| Bear Market (10/07 - 2/09) | -42.43 |
| Bull Market (2/09 - 3/21) | 419.46 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 12.43 |
| 5 Year | 7.86 |
| 10 Year | 7.95 |
| Since Inception | 10.03 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 4.63 | 5.61 | 3.72 | 1.51 |
| 2024 | 4.32 | -0.04 | 8.44 | -1.98 |
| 2023 | 0.85 | 1.37 | -3.19 | 8.69 |
| 2022 | -1.32 | -8.18 | -6.34 | 9.77 |
| 2021 | 6.01 | 4.73 | -1.21 | 6.62 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.36 | 10.83 | 7.56 | -6.85 | 16.96 | 4.88 | 18.42 | -5.31 | 13.26 | 10.49 |
| % Total Return Rel to Index | -1.85 | -14.19 | -18.67 | 11.35 | -11.72 | -13.51 | -13.07 | -0.91 | -8.53 | -1.44 |
| % Total Return Rel to Peer | 2.90 | -0.81 | -1.81 | 0.11 | -4.04 | -0.27 | -3.56 | 1.71 | -0.84 | -0.86 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 3.00 | 4.00 | 2.00 | 4.00 | 4.00 |
| % Dividends | 0.67 | 0.99 | 0.84 | 0.65 | 0.64 | 0.74 | 0.64 | 0.64 | 0.64 | 0.65 |
| % Yield | 2.35 | 3.84 | 4.00 | 2.69 | 2.34 | 3.05 | 2.62 | 2.88 | 2.60 | 2.90 |
| Capital Gains ($) | 1.59 | 0.55 | 0.00 | 0.82 | 0.98 | 0.00 | 0.50 | 0.88 | 0.50 | 0.00 |
| Expense Ratio | 0.59 | 0.61 | 0.61 | 0.59 | 0.60 | 0.62 | 0.64 | 0.63 | 0.64 | 0.66 |
* 1 = Top 20%, 5 = Bottom 20%