American Funds Investment Co Of America C: (MF: AICCX)
(NASDAQ Mutual Funds) As of Aug 5, 2024 08:00 PM ET
$54.21 USD
-1.39 (-2.50%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 14.10 | 18 |
3 months | 3.53 | 16 |
6 months | 14.10 | 18 |
1 Year | 26.16 | 8 |
3 Year | 10.03 | 10 |
5 Year | 13.40 | 22 |
10 Year | 10.32 | 29 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 99.06 |
Bear Market (10/07 - 2/09) | -47.72 |
Bull Market (2/09 - 3/21) | 592.11 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 24.90 |
5 Year | 13.40 |
10 Year | 10.32 |
Since Inception | 7.73 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 10.21 | 3.53 | NA | NA |
2023 | 6.13 | 8.67 | -2.56 | 13.47 |
2022 | -4.87 | -15.60 | -5.92 | 11.03 |
2021 | 6.77 | 6.44 | 0.35 | 8.77 |
2020 | -19.23 | 18.96 | 6.49 | 11.05 |
2019 | 11.13 | 1.98 | -0.26 | 9.31 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 14.10 | 27.52 | -16.14 | 24.06 | 13.62 | 23.56 | -7.23 | 18.77 | 13.69 | -2.35 | 10.79 |
% Total Return Rel to Index | -1.19 | 1.27 | 2.06 | -4.61 | -4.77 | -7.92 | -2.84 | -3.02 | 1.76 | -3.74 | -2.85 |
% Total Return Rel to Peer | 5.28 | 12.24 | -5.35 | -0.27 | 5.41 | -2.07 | 0.32 | 1.36 | 2.37 | 0.86 | 1.90 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 4.00 | 2.00 | 4.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 |
% Dividends | 0.10 | 0.37 | 0.28 | 0.24 | 0.32 | 0.47 | 0.41 | 0.36 | 0.40 | 0.28 | 0.26 |
% Yield | 0.17 | 0.66 | 0.62 | 0.43 | 0.70 | 1.09 | 1.06 | 0.81 | 1.02 | 0.75 | 0.62 |
Capital Gains ($) | 0.23 | 1.77 | 1.90 | 2.97 | 0.11 | 1.81 | 3.20 | 2.26 | 1.30 | 2.51 | 3.34 |
Expense Ratio | 0.00 | 1.33 | 1.33 | 1.32 | 1.33 | 1.35 | 1.36 | 1.38 | 1.39 | 1.39 | 1.39 |
* 1 = Top 20%, 5 = Bottom 20%