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The Income Fund Of America, Class 529-e Shares: (MF: CIMEX)
(NASDAQ Mutual Funds) As of May 23, 2025 08:00 PM ET
$25.65 USD
+0.04 (0.16%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.22 | 12 |
| 3 months | 1.05 | 12 |
| 6 months | 3.15 | 14 |
| 1 Year | 13.62 | 10 |
| 3 Year | 6.49 | 48 |
| 5 Year | 9.50 | 75 |
| 10 Year | 6.50 | 67 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 83.13 |
| Bear Market (10/07 - 2/09) | -42.56 |
| Bull Market (2/09 - 3/21) | 344.50 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 10.95 |
| 5 Year | 10.95 |
| 10 Year | 6.70 |
| Since Inception | 9.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 4.59 | NA | NA | NA |
| 2024 | 4.24 | -0.06 | 8.33 | -2.02 |
| 2023 | 0.75 | 1.31 | -3.22 | 8.61 |
| 2022 | -1.38 | -8.22 | -6.42 | 9.74 |
| 2021 | 5.93 | 4.64 | -1.27 | 6.59 |
| 2020 | -16.23 | 9.59 | 4.92 | 8.70 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.22 | 10.57 | 7.29 | -7.06 | 16.65 | 4.69 | 18.58 | -5.55 | 12.98 | 10.27 | -1.82 |
| % Total Return Rel to Index | 9.14 | -14.44 | -18.94 | 11.14 | -12.02 | -13.70 | -12.90 | -1.15 | -8.81 | -1.66 | -3.21 |
| % Total Return Rel to Peer | 4.45 | -1.07 | -2.08 | -0.09 | -4.34 | -0.45 | -3.40 | 1.46 | -1.13 | -1.09 | 1.66 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 3.00 | 4.00 | 3.00 | 4.00 | 4.00 | 2.00 |
| % Dividends | 0.15 | 0.93 | 0.79 | 0.59 | 0.59 | 0.69 | 0.67 | 0.58 | 0.58 | 0.60 | 0.58 |
| % Yield | 0.59 | 3.67 | 3.81 | 2.48 | 2.16 | 2.88 | 2.80 | 2.67 | 2.41 | 2.72 | 2.79 |
| Capital Gains ($) | 0.00 | 0.55 | 0.00 | 0.82 | 0.98 | 0.00 | 0.50 | 0.88 | 0.50 | 0.00 | 0.37 |
| Expense Ratio | 0.83 | 0.84 | 0.85 | 0.83 | 0.83 | 0.84 | 0.86 | 0.86 | 0.87 | 0.89 | 0.89 |
* 1 = Top 20%, 5 = Bottom 20%