The Income Fund Of America, Class 529-f-1 Shares: (MF: CIMFX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$26.38 USD
-0.08 (-0.30%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 10.60 | 10 |
3 months | 5.61 | 28 |
6 months | 10.60 | 10 |
1 Year | 17.61 | 8 |
3 Year | 10.82 | 49 |
5 Year | 10.56 | 68 |
10 Year | 7.88 | 57 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 86.06 |
Bear Market (10/07 - 2/09) | -42.32 |
Bull Market (2/09 - 3/21) | 411.90 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 17.61 |
5 Year | 10.56 |
10 Year | 7.89 |
Since Inception | 10.17 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 4.72 | 5.61 | NA | NA |
2024 | 4.36 | 0.03 | 8.45 | -1.95 |
2023 | 0.86 | 1.41 | -3.11 | 8.68 |
2022 | -1.32 | -8.11 | -6.31 | 9.81 |
2021 | 6.07 | 4.73 | -1.17 | 6.71 |
2020 | -16.14 | 9.73 | 4.98 | 8.83 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 10.60 | 11.02 | 7.71 | -6.70 | 17.16 | 5.13 | 19.13 | -5.08 | 13.51 | 10.75 | -1.40 |
% Total Return Rel to Index | 4.40 | -14.00 | -18.53 | 11.49 | -11.51 | -13.26 | -12.36 | -0.69 | -8.27 | -1.18 | -2.78 |
% Total Return Rel to Peer | 4.37 | -0.62 | -1.67 | 0.26 | -3.83 | -0.01 | -2.85 | 1.93 | -0.59 | -0.61 | 2.08 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 3.00 | 4.00 | 2.00 | 3.00 | 4.00 | 2.00 |
% Dividends | 0.35 | 1.03 | 0.88 | 0.68 | 0.69 | 0.79 | 0.78 | 0.69 | 0.69 | 0.70 | 0.68 |
% Yield | 1.30 | 4.04 | 4.21 | 2.87 | 2.52 | 3.29 | 3.22 | 3.16 | 2.84 | 3.15 | 3.26 |
Capital Gains ($) | 0.00 | 0.55 | 0.00 | 0.82 | 0.98 | 0.00 | 0.50 | 0.88 | 0.50 | 0.00 | 0.37 |
Expense Ratio | 0.43 | 0.45 | 0.44 | 0.43 | 0.37 | 0.38 | 0.40 | 0.40 | 0.41 | 0.43 | 0.42 |
* 1 = Top 20%, 5 = Bottom 20%