RIBEX
Investment Co of America Class R-2E
Mutual fund
$68.23+0.52 (+0.77%)Close Oct 2, 2026
Aug 29, 2014 – Oct 2, 2026, Dividends reinvested
- Final balance
- $38,623
- CAGR
- +11.82%
- Max drawdown
- −31.12%
- Sharpe ratio
- 0.77
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.12%
- 3M
- +0.90%
- 6M
- +15.13%
- YTD
- +10.08%
- 1Y
- +11.69%
- 3Y
- +23.18%
- 5Y
- +13.70%
- 10Y
- +13.45%
- Since 2014
- +11.82%
Metrics
Since 2014| Volatility | 16.26% |
|---|---|
| Sortino ratio | 1.08 |
| Calmar ratio | 0.38 |
| Best year, 2023 | +27.91% |
| Worst year, 2022 | −15.92% |
| Positive years | 8 of 11 |
| Longest drawdown | 1.8 years |
Worst drawdowns
Since 2014| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −31.1% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −24.6% | Dec 2021 | Sep 2022 | Jul 2023 | 1.6 years |
| −18.6% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
| −17.5% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
| −14.3% | May 2015 | Feb 2016 | Jun 2016 | 1 year |
Annual returns
2014 from Aug 29 · 2026 through Oct 2