American Funds Investment Company of America Class A (AIVSX)
Fund Info
| ISIN | US4613081086 |
|---|---|
| CUSIP | 461308108 |
| Issuer | American Funds |
| Inception Date | Jan 1, 1934 |
| Region | North America (U.S.) |
| Category | Large Cap Blend Equities |
| Expense Ratio | 0.57% |
| ETF Home Page | www.capitalgroup.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Trading Data
| Previous Close | $43.55 |
|---|---|
| Year Range | $38.40 - $50.73 |
| EMA (50) | $41.61 |
| EMA (200) | $43.73 |
AIVSXShare Price Chart
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AIVSXPerformance
The chart shows the growth of $10,000 invested in American Funds Investment Company of America Class A in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $37,079 for a total return of roughly 270.79%. All prices are adjusted for splits and dividends.
AIVSXCompare to other instruments
Popular comparisons: AIVSX vs. IVOG
AIVSXReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | 5.39% | 4.33% |
| 6M | -0.86% | -0.78% |
| YTD | -13.76% | -15.53% |
| 1Y | -12.23% | -14.36% |
| 5Y | 8.27% | 9.13% |
| 10Y | 11.81% | 11.10% |
AIVSXMonthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -4.83% | -2.60% | 2.82% | -8.62% | 1.47% | -8.79% | 6.24% | -2.79% | -8.73% | 7.92% | 5.16% | |
| 2021 | -0.79% | 3.22% | 4.45% | 4.05% | 1.28% | 1.20% | 1.50% | 2.86% | -3.70% | 6.01% | -2.07% | 5.06% |
| 2020 | -1.26% | -7.70% | -11.22% | 11.93% | 4.54% | 1.87% | 4.06% | 6.12% | -3.41% | -2.85% | 10.89% | 3.28% |
| 2019 | 6.13% | 2.14% | 2.77% | 3.30% | -6.77% | 6.08% | 0.81% | -1.95% | 1.09% | 1.66% | 4.04% | 3.55% |
| 2018 | 5.77% | -3.61% | -3.20% | 0.93% | 1.50% | 0.89% | 2.83% | 0.43% | 1.43% | -6.96% | 1.79% | -7.74% |
| 2017 | 2.73% | 2.34% | 0.52% | 0.76% | 1.15% | 0.46% | 1.72% | -0.63% | 3.10% | 1.73% | 2.51% | 1.83% |
| 2016 | -3.57% | -0.03% | 6.91% | 2.25% | 0.54% | 1.10% | 3.30% | -0.08% | 0.54% | -2.05% | 3.85% | 1.32% |
| 2015 | -1.97% | 4.84% | -1.76% | 2.20% | 0.56% | -2.45% | 1.90% | -6.15% | -3.46% | 8.71% | -0.41% | -2.35% |
| 2014 | -2.78% | 4.57% | 0.59% | 1.07% | 2.91% | 1.76% | -1.39% | 3.88% | -1.46% | 2.62% | 2.01% | -0.48% |
| 2013 | 4.18% | 1.11% | 3.72% | 3.29% | 1.12% | -1.44% | 5.29% | -1.98% | 3.31% | 4.81% | 2.48% | 3.84% |
| 2012 | 4.32% | 4.25% | 2.13% | -0.20% | -6.05% | 4.06% | 1.68% | 2.20% | 1.77% | -0.85% | 0.79% | 2.02% |
| 2011 | 2.13% | 2.47% | -0.35% | 3.01% | -1.69% | -1.65% | -2.24% | -5.89% | -6.98% | 10.33% | -0.59% | 0.73% |
| 2010 | -5.46% | 2.29% | 5.06% | 1.05% | -8.61% | -4.26% | 7.29% | -4.65% | 9.17% | 3.68% | -1.78% | 6.73% |
AIVSXDividend History
American Funds Investment Company of America Class A granted a 8.62% dividend yield in the last twelve months. The annual payout for that period amounted to $3.75 per share.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.75 | $3.60 | $0.73 | $2.57 | $3.94 | $2.93 | $1.97 | $3.25 | $4.32 | $3.32 | $1.45 | $0.57 | $0.55 |
Dividend yield | 8.62% | 7.12% | 1.82% | 7.30% | 13.89% | 9.65% | 7.79% | 14.70% | 19.30% | 16.87% | 9.86% | 4.50% | 4.26% |
AIVSXDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
AIVSXWorst Drawdowns
The table below shows the maximum drawdowns of the American Funds Investment Company of America Class A. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the American Funds Investment Company of America Class A is 31.09%, recorded on Mar 23, 2020. It took 103 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.09% | Feb 13, 2020 | 27 | Mar 23, 2020 | 103 | Aug 18, 2020 | 130 |
| -24.31% | Dec 30, 2021 | 190 | Sep 30, 2022 | — | — | — |
| -19.33% | May 2, 2011 | 108 | Oct 3, 2011 | 103 | Mar 1, 2012 | 211 |
| -18.23% | Jan 29, 2018 | 229 | Dec 24, 2018 | 136 | Jul 11, 2019 | 365 |
| -14.69% | Apr 16, 2010 | 55 | Jul 2, 2010 | 86 | Nov 3, 2010 | 141 |
| -14.04% | May 22, 2015 | 183 | Feb 11, 2016 | 52 | Apr 27, 2016 | 235 |
| -9.55% | Nov 28, 2014 | 18 | Dec 23, 2014 | 2 | Dec 26, 2014 | 20 |
| -9% | Apr 3, 2012 | 42 | Jun 1, 2012 | 45 | Aug 7, 2012 | 87 |
| -8.27% | Jan 20, 2010 | 14 | Feb 8, 2010 | 26 | Mar 17, 2010 | 40 |
| -8.25% | Sep 3, 2020 | 14 | Sep 23, 2020 | 35 | Nov 11, 2020 | 49 |
AIVSXVolatility Chart
Current American Funds Investment Company of America Class A volatility is 11.57%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.