CICCX
Investment Co of America Class 529-C
Mutual fund
$68.22+0.52 (+0.77%)Close Oct 2, 2026
Feb 19, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $80,215
- CAGR
- +8.83%
- Max drawdown
- −51.48%
- Sharpe ratio
- 0.60
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.14%
- 3M
- +0.81%
- 6M
- +14.95%
- YTD
- +9.84%
- 1Y
- +11.35%
- 3Y
- +22.82%
- 5Y
- +13.35%
- 10Y
- +13.10%
- 15Y
- +13.64%
- 20Y
- +9.34%
- Since 2002
- +8.83%
Metrics
Since 2002| Volatility | 16.53% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.17 |
| Best year, 2013 | +31.34% |
| Worst year, 2008 | −35.32% |
| Positive years | 18 of 23 |
| Longest drawdown | 5.4 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.5% | Oct 2007 | Mar 2009 | Mar 2013 | 5.4 years |
| −31.2% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −28.0% | Mar 2002 | Oct 2002 | Dec 2003 | 1.8 years |
| −24.8% | Dec 2021 | Sep 2022 | Nov 2023 | 1.9 years |
| −18.8% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
Annual returns
2002 from Feb 19 · 2026 through Oct 2