CIMAX
American Funds Income Fund of America Class 529-A
Mutual fund
$26.83+0.06 (+0.22%)Close Oct 2, 2026
Feb 15, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $58,587
- CAGR
- +7.44%
- Max drawdown
- −44.22%
- Sharpe ratio
- 0.71
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.62%
- 3M
- −1.99%
- 6M
- +1.83%
- YTD
- +4.99%
- 1Y
- +7.62%
- 3Y
- +14.59%
- 5Y
- +7.93%
- 10Y
- +8.21%
- 15Y
- +9.03%
- 20Y
- +7.05%
- Since 2002
- +7.44%
Metrics
Since 2002| Volatility | 11.05% |
|---|---|
| Sortino ratio | 0.98 |
| Calmar ratio | 0.17 |
| Best year, 2003 | +25.27% |
| Worst year, 2008 | −28.85% |
| Positive years | 19 of 23 |
| Longest drawdown | 3.5 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −44.2% | Oct 2007 | Mar 2009 | Apr 2011 | 3.5 years |
| −26.1% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −20.5% | May 2002 | Oct 2002 | Sep 2003 | 1.3 years |
| −15.8% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −11.9% | Jan 2018 | Dec 2018 | Apr 2019 | 1.3 years |
Annual returns
2002 from Feb 15 · 2026 through Oct 2