CIMEX
American Funds Income Fund of America Class 529-E
Mutual fund
$26.70+0.06 (+0.23%)Close Oct 2, 2026
Feb 25, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $54,733
- CAGR
- +7.15%
- Max drawdown
- −44.44%
- Sharpe ratio
- 0.68
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.67%
- 3M
- −2.06%
- 6M
- +1.71%
- YTD
- +4.78%
- 1Y
- +7.35%
- 3Y
- +14.30%
- 5Y
- +7.66%
- 10Y
- +7.96%
- 15Y
- +8.77%
- 20Y
- +6.78%
- Since 2002
- +7.15%
Metrics
Since 2002| Volatility | 11.05% |
|---|---|
| Sortino ratio | 0.94 |
| Calmar ratio | 0.16 |
| Best year, 2003 | +24.75% |
| Worst year, 2008 | −29.03% |
| Positive years | 19 of 23 |
| Longest drawdown | 3.5 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −44.4% | Oct 2007 | Mar 2009 | Apr 2011 | 3.5 years |
| −26.1% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −20.6% | May 2002 | Oct 2002 | Oct 2003 | 1.4 years |
| −15.9% | Jan 2022 | Sep 2022 | Feb 2024 | 2.1 years |
| −12.1% | Jan 2018 | Dec 2018 | Jun 2019 | 1.4 years |
Annual returns
2002 from Feb 25 · 2026 through Oct 2