CICEX
Investment Co of America Class 529-E
Mutual fund
$67.93+0.52 (+0.77%)Close Oct 2, 2026
Feb 28, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $87,144
- CAGR
- +9.20%
- Max drawdown
- −51.13%
- Sharpe ratio
- 0.62
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.11%
- 3M
- +0.94%
- 6M
- +15.25%
- YTD
- +10.26%
- 1Y
- +11.92%
- 3Y
- +23.46%
- 5Y
- +13.94%
- 10Y
- +13.69%
- 15Y
- +14.23%
- 20Y
- +9.90%
- Since 2002
- +9.20%
Metrics
Since 2002| Volatility | 16.53% |
|---|---|
| Sortino ratio | 0.87 |
| Calmar ratio | 0.18 |
| Best year, 2013 | +32.02% |
| Worst year, 2008 | −35.00% |
| Positive years | 18 of 23 |
| Longest drawdown | 5.3 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.1% | Oct 2007 | Mar 2009 | Jan 2013 | 5.3 years |
| −31.1% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −28.0% | Mar 2002 | Oct 2002 | Jan 2004 | 1.8 years |
| −24.5% | Dec 2021 | Sep 2022 | Jul 2023 | 1.6 years |
| −18.5% | Jan 2018 | Dec 2018 | Jul 2019 | 1.5 years |
Annual returns
2002 from Feb 28 · 2026 through Oct 2