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American Funds Invmt Co of Amer R5 (RICFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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57.28-0.01 (-0.02%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.94%
5-year average return14.75%
Number of years up16
Number of years down5
Best 1-yr total return (17 June 2024)32.77%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return32.77%
Worst 3-yr total return6.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRICFXCategory
YTD10.86%5.31%
1-month3.80%-4.19%
3-month3.86%3.90%
1-year30.42%20.31%
3-year10.35%6.48%
5-year15.14%11.78%
10-year11.34%10.96%
Last bull market27.40%25.56%
Last bear market-15.39%-15.11%

Annual total return (%) history

Year
RICFXCategory
2024
N/AN/A
2023
28.81%22.32%
2022
-15.30%-16.96%
2021
25.34%26.07%
2020
14.82%15.83%
2019
24.82%28.78%
2018
-6.27%-6.27%
2017
20.00%20.44%
2016
14.85%10.37%
2015
-1.20%-1.07%
2014
12.36%10.96%
2013
32.77%31.50%
2012
15.92%14.96%
2011
-1.50%-1.27%
2010
11.14%14.01%
2009
27.57%28.17%
2008
-34.60%-37.79%
2007
6.18%6.16%
2006
16.22%14.17%
2005
7.06%5.88%
2004
10.02%10.02%
2003
26.59%27.05%
2002
N/A-22.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.51%N/AN/AN/A
20236.41%8.94%-2.30%13.74%
2022-4.65%-15.39%-5.66%11.30%
20217.03%6.73%0.60%9.07%
2020-19.01%19.29%6.74%11.35%
201911.44%2.24%-0.03%9.59%
2018-1.25%3.43%4.81%-12.44%
20175.74%2.44%4.28%6.23%
20163.13%4.00%3.83%3.13%
20150.61%0.33%-7.63%5.96%
20142.33%5.91%1.00%2.64%
20139.33%3.02%6.70%10.49%
201211.16%-2.36%5.83%0.91%
20114.36%-0.33%-14.32%10.53%
20103.35%-11.55%11.82%8.74%
2009-8.26%15.38%13.00%6.64%
2008-8.92%-2.65%-8.99%-18.95%
20071.11%6.97%2.56%-4.28%
20064.24%1.56%4.11%5.45%
2005-0.84%1.08%4.32%2.39%
20041.54%0.65%-0.08%7.74%
2003-4.42%14.60%2.41%12.85%
2002-14.46%7.90%N/AN/A

Rank in category (by total return)

YTD43
1-month70
3-month32
1-year16
3-year9
5-year41

Load adjusted returns

1-year30.42%
3-year10.35%
5-year15.14%
10-year11.34%