The Income Fund Of America, Class R-4 Shares: (MF: RIDEX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$26.41 USD
-0.08 (-0.30%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 10.49 | 11 |
3 months | 5.56 | 30 |
6 months | 10.49 | 11 |
1 Year | 17.39 | 11 |
3 Year | 10.63 | 53 |
5 Year | 10.36 | 70 |
10 Year | 7.64 | 61 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 87.64 |
Bear Market (10/07 - 2/09) | -42.42 |
Bull Market (2/09 - 3/21) | 394.09 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 17.39 |
5 Year | 10.36 |
10 Year | 7.64 |
Since Inception | 10.15 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 4.67 | 5.56 | NA | NA |
2024 | 4.32 | -0.01 | 8.39 | -1.99 |
2023 | 0.85 | 1.36 | -3.19 | 8.68 |
2022 | -1.36 | -8.18 | -6.34 | 9.76 |
2021 | 6.00 | 4.73 | -1.21 | 6.66 |
2020 | -16.19 | 9.67 | 4.96 | 8.72 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 10.49 | 10.81 | 7.56 | -6.89 | 16.98 | 4.89 | 18.47 | -5.35 | 13.31 | 10.51 | -1.60 |
% Total Return Rel to Index | 4.29 | -14.20 | -18.68 | 11.31 | -11.69 | -13.51 | -13.01 | -0.96 | -8.48 | -1.42 | -2.98 |
% Total Return Rel to Peer | 4.26 | -0.82 | -1.81 | 0.07 | -4.01 | -0.26 | -3.51 | 1.66 | -0.80 | -0.84 | 1.88 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 3.00 | 4.00 | 2.00 | 3.00 | 4.00 | 2.00 |
% Dividends | 0.33 | 0.98 | 0.84 | 0.64 | 0.64 | 0.74 | 0.64 | 0.64 | 0.64 | 0.65 | 0.64 |
% Yield | 1.18 | 3.74 | 3.89 | 2.62 | 2.28 | 2.98 | 2.57 | 2.81 | 2.54 | 2.85 | 2.95 |
Capital Gains ($) | 0.00 | 0.55 | 0.00 | 0.82 | 0.98 | 0.00 | 0.50 | 0.88 | 0.50 | 0.00 | 0.37 |
Expense Ratio | 0.60 | 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%