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The Income Fund Of America, Class R-2 Shares: (MF: RIDBX)
(NASDAQ Mutual Funds) As of Jan 12, 2026 05:30 PM ET
$26.20 USD
+0.09 (0.34%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.00 | 25 |
| 3 months | 3.05 | 58 |
| 6 months | 8.14 | 76 |
| 1 Year | 12.26 | 17 |
| 3 Year | 9.99 | 50 |
| 5 Year | 8.44 | 78 |
| 10 Year | 7.47 | 77 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 83.54 |
| Bear Market (10/07 - 2/09) | -42.80 |
| Bull Market (2/09 - 3/21) | 362.59 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 11.55 |
| 5 Year | 9.29 |
| 10 Year | 7.89 |
| Since Inception | 9.43 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 4.46 | 5.42 | 3.53 | NA |
| 2024 | 4.10 | -0.18 | 8.18 | -2.16 |
| 2023 | 0.62 | 1.20 | -3.37 | 8.50 |
| 2022 | -1.53 | -8.33 | -6.54 | 9.58 |
| 2021 | 5.79 | 4.51 | -1.36 | 6.42 |
| 2020 | -16.35 | 9.47 | 4.77 | 8.58 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.00 | 9.97 | 6.77 | -7.55 | 16.05 | 4.17 | 17.95 | -6.02 | 12.44 | 9.69 | -2.27 |
| % Total Return Rel to Index | -1.50 | -15.04 | -19.47 | 10.64 | -12.63 | -14.22 | -13.53 | -1.63 | -9.34 | -2.24 | -3.66 |
| % Total Return Rel to Peer | 2.93 | -1.66 | -2.60 | -0.58 | -4.94 | -0.98 | -4.03 | 0.99 | -1.66 | -1.66 | 1.21 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 5.00 | 3.00 | 4.00 | 3.00 | 4.00 | 4.00 | 3.00 |
| % Dividends | 0.36 | 0.81 | 0.68 | 0.47 | 0.46 | 0.58 | 0.56 | 0.47 | 0.47 | 0.50 | 0.49 |
| % Yield | 1.23 | 3.11 | 3.19 | 1.92 | 1.64 | 2.36 | 2.27 | 2.09 | 1.89 | 2.20 | 2.28 |
| Capital Gains ($) | 0.00 | 0.55 | 0.00 | 0.82 | 0.98 | 0.00 | 0.50 | 0.88 | 0.50 | 0.00 | 0.37 |
| Expense Ratio | 1.35 | 1.35 | 1.36 | 1.34 | 1.35 | 1.37 | 1.38 | 1.37 | 1.40 | 1.36 | 1.32 |
* 1 = Top 20%, 5 = Bottom 20%