AIVSX
Investment Co of America Class A
Mutual fund
$68.59+0.53 (+0.78%)Close Oct 2, 2026
Jan 2, 1986 – Oct 2, 2026, Dividends reinvested
- Final balance
- $478,953
- CAGR
- +9.96%
- Max drawdown
- −50.90%
- Sharpe ratio
- 0.69
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.08%
- 3M
- +1.03%
- 6M
- +15.43%
- YTD
- +10.51%
- 1Y
- +12.27%
- 3Y
- +23.80%
- 5Y
- +14.27%
- 10Y
- +14.02%
- 15Y
- +14.59%
- 20Y
- +10.26%
- 25Y
- +9.88%
- 30Y
- +10.38%
- Since 1986
- +9.96%
Metrics
Since 1986| Volatility | 15.50% |
|---|---|
| Sortino ratio | 0.95 |
| Calmar ratio | 0.20 |
| Best year, 2013 | +32.48% |
| Worst year, 2008 | −34.76% |
| Positive years | 30 of 40 |
| Longest drawdown | 5.2 years |
Worst drawdowns
Since 1986| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −50.9% | Oct 2007 | Mar 2009 | Jan 2013 | 5.2 years |
| −31.8% | Aug 1987 | Dec 1987 | Aug 1989 | 2 years |
| −31.1% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −30.5% | May 2001 | Oct 2002 | Jan 2004 | 2.6 years |
| −24.3% | Jan 2022 | Sep 2022 | Jul 2023 | 1.5 years |
Annual returns
2026 through Oct 2