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American Funds Investment Company of America Class A (AIVSX)

Mutual Fund · Currency in USD · Last updated Jun 28, 2022

Fund Info

ISINUS4613081086
CUSIP461308108
IssuerAmerican Funds
Inception DateJan 1, 1934
RegionNorth America (U.S.)
CategoryLarge Cap Blend Equities
Expense Ratio0.57%
ETF Home Pagewww.capitalgroup.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Trading Data

Previous Close$41.89
Year Range$39.90 - $50.92
EMA (50)$43.61
EMA (200)$46.13

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 on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $35,510 for a total return of roughly 255.10%. All prices are adjusted for splits and dividends.


AIVSX (American Funds Investment Company of America Class A)
Benchmark (^GSPC)

AIVSXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-7.01%-6.21%
YTD-17.41%-18.17%
6M-16.69%-17.47%
1Y-9.27%-8.89%
5Y8.81%10.04%
10Y12.13%11.33%

AIVSXMonthly Returns Heatmap


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AIVSXSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current American Funds Investment Company of America Class A Sharpe ratio is -0.51. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


AIVSX (American Funds Investment Company of America Class A)
Benchmark (^GSPC)

AIVSXDividend History

American Funds Investment Company of America Class A granted a 8.96% dividend yield in the last twelve months. The annual payout for that period amounted to $3.75 per share.


PeriodTTM202120202019201820172016201520142013201220112010
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

8.96%7.09%1.81%7.27%13.84%9.62%7.76%14.65%19.23%16.81%9.83%4.48%4.25%

AIVSXDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


AIVSX (American Funds Investment Company of America Class A)
Benchmark (^GSPC)

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, 202027Mar 23, 2020103Aug 18, 2020130
-21.64%Jan 5, 2022113Jun 16, 2022
-19.33%May 2, 2011108Oct 3, 2011103Mar 1, 2012211
-18.23%Jan 29, 2018229Dec 24, 2018136Jul 11, 2019365
-14.69%Apr 16, 201055Jul 2, 201086Nov 3, 2010141
-14.04%May 22, 2015167Jan 20, 201668Apr 27, 2016235
-9.55%Nov 28, 201418Dec 23, 20142Dec 26, 201420
-9%Apr 3, 201242Jun 1, 201245Aug 7, 201287
-8.27%Jan 20, 201014Feb 8, 201026Mar 17, 201040
-8.25%Sep 3, 202014Sep 23, 202035Nov 11, 202049

AIVSXVolatility Chart

Current American Funds Investment Company of America Class A volatility is 28.32%. 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.


AIVSX (American Funds Investment Company of America Class A)
Benchmark (^GSPC)

Portfolios with American Funds Investment Company of America Class A


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