RIDEX
American Funds Income Fund of America Class R-4
Mutual fund
$26.85+0.06 (+0.22%)Close Oct 2, 2026
Jun 7, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $57,870
- CAGR
- +7.49%
- Max drawdown
- −44.24%
- Sharpe ratio
- 0.71
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.65%
- 3M
- −1.99%
- 6M
- +1.81%
- YTD
- +4.96%
- 1Y
- +7.63%
- 3Y
- +14.55%
- 5Y
- +7.92%
- 10Y
- +8.21%
- 15Y
- +9.03%
- 20Y
- +7.05%
- Since 2002
- +7.49%
Metrics
Since 2002| Volatility | 11.13% |
|---|---|
| Sortino ratio | 0.98 |
| Calmar ratio | 0.17 |
| Best year, 2003 | +25.17% |
| Worst year, 2008 | −28.86% |
| 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 |
| −18.3% | Jun 2002 | Oct 2002 | Jun 2003 | 1 year |
| −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 Jun 7 · 2026 through Oct 2