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American Funds Investment Company of America Class A (AIVSX)

Mutual Fund · Currency in USD · Last updated Mar 18, 2023

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in American Funds Investment Company of America Class A in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $377,619 for a total return of roughly 3,676.19%. All prices are adjusted for splits and dividends.


0.00%5.00%10.00%15.00%NovemberDecember2023FebruaryMarch
10.07%
6.48%
AIVSX (American Funds Investment Company of America Class A)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with AIVSX

Popular comparisons: AIVSX vs. IVOG, AIVSX vs. VOO, AIVSX vs. AWSHX, AIVSX vs. VT

Return

American Funds Investment Company of America Class A had a return of 1.71% year-to-date (YTD) and -6.70% in the last 12 months. Over the past 10 years, American Funds Investment Company of America Class A had an annualized return of 10.64%, outperforming the S&P 500 benchmark which had an annualized return of 9.71%.


PeriodReturnBenchmark
1 month-4.95%-5.31%
Year-To-Date1.71%2.01%
6 months4.35%0.39%
1 year-6.70%-10.12%
5 years (annualized)6.87%7.32%
10 years (annualized)10.64%9.71%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20235.60%-2.34%
2022-8.73%7.92%6.64%-3.36%

Sharpe 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 -0.31. 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.


-1.00-0.80-0.60-0.40-0.200.00NovemberDecember2023FebruaryMarch
-0.31
-0.43
AIVSX (American Funds Investment Company of America Class A)
Benchmark (^GSPC)

Dividend History

American Funds Investment Company of America Class A granted a 6.41% dividend yield in the last twelve months. The annual payout for that period amounted to $2.68 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$2.68$2.52$3.60$0.73$2.57$3.94$2.93$1.97$3.25$4.32$3.32$1.45

Dividend yield

6.41%6.14%7.39%1.89%7.58%14.43%10.03%8.09%15.27%20.05%17.53%10.24%

Monthly Dividends

The table displays the monthly dividend distributions for American Funds Investment Company of America Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.00$0.16$0.00$0.00$0.73$0.00$0.00$0.16$0.00$0.00$1.49
2021$0.00$0.00$0.16$0.00$0.00$0.57$0.00$0.00$0.16$0.00$0.00$2.72
2020$0.00$0.00$0.16$0.00$0.00$0.27$0.00$0.00$0.16$0.00$0.00$0.16
2019$0.00$0.00$0.16$0.00$0.00$0.28$0.00$0.00$0.16$0.00$0.00$1.99
2018$0.00$0.00$0.15$0.00$0.00$0.71$0.00$0.00$0.15$0.00$0.00$2.92
2017$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$2.48
2016$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$1.54
2015$0.00$0.00$0.55$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$2.42
2014$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$3.90
2013$0.00$0.00$0.13$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$2.92
2012$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$1.07

Drawdowns Chart

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


-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-14.39%
-18.34%
AIVSX (American Funds Investment Company of America Class A)
Benchmark (^GSPC)

Worst 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 50.56%, recorded on Mar 9, 2009. It took 889 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.56%Oct 10, 2007354Mar 9, 2009889Sep 17, 20121243
-31.8%Aug 26, 198773Dec 4, 1987477Oct 3, 1989550
-31.09%Feb 13, 202027Mar 23, 2020103Aug 18, 2020130
-30.28%May 22, 2001346Oct 9, 2002306Dec 29, 2003652
-24.31%Jan 5, 2022186Sep 30, 2022
-18.23%Jan 29, 2018229Dec 24, 2018136Jul 11, 2019365
-16.49%Jul 21, 199830Aug 31, 199859Nov 20, 199889
-16.2%Oct 10, 1989250Sep 24, 199094Feb 1, 1991344
-14.04%May 22, 2015183Feb 11, 201652Apr 27, 2016235
-13.03%Jan 2, 19867Jan 10, 198644Mar 13, 198651

Volatility Chart

Current American Funds Investment Company of America Class A volatility is 20.22%. 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.


10.00%15.00%20.00%25.00%30.00%35.00%NovemberDecember2023FebruaryMarch
20.22%
21.17%
AIVSX (American Funds Investment Company of America Class A)
Benchmark (^GSPC)