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The Income Fund Of America, Class R-4 Shares: (MF: RIDEX)
(NASDAQ Mutual Funds) As of Feb 2, 2026 05:22 PM ET
$27.04 USD
+0.04 (0.15%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.36 | 26 |
| 3 months | 1.51 | 76 |
| 6 months | 5.31 | 75 |
| 1 Year | 16.36 | 26 |
| 3 Year | 11.52 | 51 |
| 5 Year | 8.60 | 64 |
| 10 Year | 8.32 | 68 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 87.64 |
| Bear Market (10/07 - 2/09) | -42.42 |
| Bull Market (2/09 - 3/21) | 420.32 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 16.36 |
| 5 Year | 8.60 |
| 10 Year | 8.32 |
| Since Inception | 10.16 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 4.67 | 5.56 | 3.73 | 1.51 |
| 2024 | 4.32 | -0.01 | 8.39 | -1.99 |
| 2023 | 0.85 | 1.36 | -3.19 | 8.68 |
| 2022 | -1.36 | -8.18 | -6.34 | 9.76 |
| 2021 | 6.00 | 4.73 | -1.21 | 6.66 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.36 | 10.81 | 7.56 | -6.89 | 16.98 | 4.89 | 18.47 | -5.35 | 13.31 | 10.51 |
| % Total Return Rel to Index | -1.85 | -14.20 | -18.68 | 11.31 | -11.69 | -13.51 | -13.01 | -0.96 | -8.48 | -1.42 |
| % Total Return Rel to Peer | 2.90 | -0.82 | -1.81 | 0.07 | -4.01 | -0.26 | -3.51 | 1.66 | -0.80 | -0.84 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 3.00 | 4.00 | 2.00 | 3.00 | 4.00 |
| % Dividends | 0.66 | 0.98 | 0.84 | 0.64 | 0.64 | 0.74 | 0.64 | 0.64 | 0.64 | 0.65 |
| % Yield | 2.26 | 3.74 | 3.88 | 2.62 | 2.28 | 2.98 | 2.57 | 2.81 | 2.54 | 2.85 |
| Capital Gains ($) | 1.59 | 0.55 | 0.00 | 0.82 | 0.98 | 0.00 | 0.50 | 0.88 | 0.50 | 0.00 |
| Expense Ratio | 0.61 | 0.61 | 0.61 | 0.60 | 0.60 | 0.61 | 0.63 | 0.63 | 0.64 | 0.62 |
* 1 = Top 20%, 5 = Bottom 20%