RICHX
Investment Co of America Class R-5E
Mutual fund
$68.48+0.52 (+0.77%)Close Oct 2, 2026
Nov 20, 2015 – Oct 2, 2026, Dividends reinvested
- Final balance
- $40,800
- CAGR
- +13.81%
- Max drawdown
- −31.07%
- Sharpe ratio
- 0.87
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.07%
- 3M
- +1.05%
- 6M
- +15.49%
- YTD
- +10.61%
- 1Y
- +12.41%
- 3Y
- +23.98%
- 5Y
- +14.44%
- 10Y
- +14.20%
- Since 2015
- +13.81%
Metrics
Since 2015| Volatility | 16.44% |
|---|---|
| Sortino ratio | 1.22 |
| Calmar ratio | 0.44 |
| Best year, 2023 | +28.75% |
| Worst year, 2022 | −15.36% |
| Positive years | 8 of 10 |
| Longest drawdown | 1.5 years |
Worst drawdowns
Since 2015| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −31.1% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −24.2% | Jan 2022 | Sep 2022 | Jul 2023 | 1.5 years |
| −18.1% | Jan 2018 | Dec 2018 | Jul 2019 | 1.4 years |
| −17.4% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
| −11.3% | Dec 2015 | Jan 2016 | Mar 2016 | 4 months |
Annual returns
2015 from Nov 20 · 2026 through Oct 2