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The Income Fund Of America, Class R-4 Shares: (MF: RIDEX)
(NASDAQ Mutual Funds) As of Jan 12, 2026 05:31 PM ET
$26.61 USD
+0.09 (0.34%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.76 | 18 |
| 3 months | 3.22 | 52 |
| 6 months | 8.55 | 68 |
| 1 Year | 13.04 | 14 |
| 3 Year | 10.82 | 40 |
| 5 Year | 9.24 | 64 |
| 10 Year | 8.23 | 65 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 87.64 |
| Bear Market (10/07 - 2/09) | -42.42 |
| Bull Market (2/09 - 3/21) | 422.10 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 12.34 |
| 5 Year | 10.10 |
| 10 Year | 8.66 |
| Since Inception | 10.18 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 4.67 | 5.56 | 3.73 | NA |
| 2024 | 4.32 | -0.01 | 8.39 | -1.99 |
| 2023 | 0.85 | 1.36 | -3.19 | 8.68 |
| 2022 | -1.36 | -8.18 | -6.34 | 9.76 |
| 2021 | 6.00 | 4.73 | -1.21 | 6.66 |
| 2020 | -16.19 | 9.67 | 4.96 | 8.72 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.76 | 10.81 | 7.56 | -6.89 | 16.98 | 4.89 | 18.47 | -5.35 | 13.31 | 10.51 | -1.60 |
| % Total Return Rel to Index | -0.74 | -14.20 | -18.68 | 11.31 | -11.69 | -13.51 | -13.01 | -0.96 | -8.48 | -1.42 | -2.98 |
| % Total Return Rel to Peer | 3.69 | -0.82 | -1.81 | 0.07 | -4.01 | -0.26 | -3.51 | 1.66 | -0.80 | -0.84 | 1.88 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 3.00 | 4.00 | 2.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.49 | 0.98 | 0.84 | 0.64 | 0.64 | 0.74 | 0.64 | 0.64 | 0.64 | 0.65 | 0.64 |
| % Yield | 1.67 | 3.74 | 3.88 | 2.62 | 2.28 | 2.98 | 2.57 | 2.81 | 2.54 | 2.85 | 2.95 |
| Capital Gains ($) | 0.00 | 0.55 | 0.00 | 0.82 | 0.98 | 0.00 | 0.50 | 0.88 | 0.50 | 0.00 | 0.37 |
| Expense Ratio | 0.61 | 0.61 | 0.61 | 0.60 | 0.60 | 0.61 | 0.63 | 0.63 | 0.64 | 0.62 | 0.62 |
* 1 = Top 20%, 5 = Bottom 20%