American Funds Investment Company of America Class A (AIVSX)
Fund Info
US4613081086
461308108
Jan 1, 1934
North America (U.S.)
Large-Cap
Blend
Expense Ratio
AIVSX features an expense ratio of 0.57%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Funds Investment Company of America Class A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Funds Investment Company of America Class A had a return of 3.38% year-to-date (YTD) and 18.12% in the last 12 months. Over the past 10 years, American Funds Investment Company of America Class A had an annualized return of 6.73%, while the S&P 500 had an annualized return of 11.45%, indicating that American Funds Investment Company of America Class A did not perform as well as the benchmark.
AIVSX
3.38%
2.85%
2.71%
18.12%
9.64%
6.73%
^GSPC (Benchmark)
2.85%
2.00%
8.88%
24.72%
12.77%
11.45%
Monthly Returns
The table below presents the monthly returns of AIVSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.27% | 5.37% | 3.49% | -3.37% | 3.79% | 3.01% | 2.05% | 2.06% | 2.45% | -0.74% | 4.40% | -8.31% | 15.66% |
| 2023 | 5.60% | -2.34% | 3.13% | 2.24% | 0.60% | 5.84% | 3.67% | -1.65% | -4.26% | -1.34% | 9.18% | 1.89% | 24.04% |
| 2022 | -4.83% | -2.60% | 2.82% | -8.62% | 1.47% | -10.05% | 6.24% | -2.79% | -8.73% | 7.92% | 6.64% | -6.30% | -19.20% |
| 2021 | -0.79% | 3.22% | 4.45% | 4.05% | 1.28% | 0.37% | 1.50% | 2.86% | -3.70% | 6.01% | -2.07% | -0.03% | 18.06% |
| 2020 | -1.26% | -7.70% | -11.22% | 11.93% | 4.54% | 1.57% | 4.06% | 6.12% | -3.41% | -2.85% | 10.89% | 3.28% | 14.12% |
| 2019 | 6.13% | 2.14% | 2.77% | 3.30% | -6.77% | 5.73% | 0.81% | -1.95% | 1.09% | 1.66% | 4.04% | -0.75% | 19.00% |
| 2018 | 5.77% | -3.60% | -3.20% | 0.93% | 1.50% | -0.46% | 2.83% | 0.43% | 1.43% | -6.96% | 1.79% | -14.34% | -14.48% |
| 2017 | 2.73% | 2.34% | 0.52% | 0.76% | 1.14% | 0.46% | 1.72% | -0.63% | 3.11% | 1.73% | 2.51% | -3.59% | 13.38% |
| 2016 | -3.57% | -0.03% | 6.92% | 2.25% | 0.54% | 1.10% | 3.30% | -0.08% | 0.54% | -2.05% | 3.85% | -2.15% | 10.65% |
| 2015 | -1.97% | 4.84% | -1.76% | 2.20% | 0.56% | -2.08% | 1.90% | -6.16% | -3.07% | 8.71% | -0.41% | -8.50% | -6.70% |
| 2014 | -2.78% | 4.57% | 0.98% | 1.07% | 2.91% | 2.14% | -1.40% | 3.88% | -1.11% | 2.62% | 2.01% | -0.48% | 15.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AIVSX is 67, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Funds Investment Company of America Class A (AIVSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Funds Investment Company of America Class A provided a 1.04% dividend yield over the last twelve months, with an annual payout of $0.62 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.62 | $0.62 | $0.73 | $0.62 | $0.62 | $0.62 | $0.76 | $0.74 | $0.68 | $0.69 | $1.31 | $4.75 |
Dividend yield | 1.04% | 1.07% | 1.44% | 1.50% | 1.20% | 1.40% | 1.93% | 2.17% | 1.68% | 1.89% | 3.93% | 12.82% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | |||||||||||
| 2024 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.62 |
| 2023 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.26 | $0.73 |
| 2022 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.62 |
| 2021 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.62 |
| 2020 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.62 |
| 2019 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.30 | $0.76 |
| 2018 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.28 | $0.74 |
| 2017 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.23 | $0.68 |
| 2016 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.25 | $0.69 |
| 2015 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.19 | $1.31 |
| 2014 | $0.28 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $3.90 | $4.75 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds Investment Company of America Class A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Funds Investment Company of America Class A was 48.94%, occurring on Mar 5, 2009. Recovery took 540 trading sessions.
The current American Funds Investment Company of America Class A drawdown is 7.21%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.94% | Oct 10, 2007 | 352 | Mar 5, 2009 | 540 | Apr 26, 2011 | 892 |
| -32.77% | Jan 29, 2018 | 541 | Mar 23, 2020 | 111 | Aug 28, 2020 | 652 |
| -31.81% | Aug 26, 1987 | 73 | Dec 4, 1987 | 477 | Oct 3, 1989 | 550 |
| -29.51% | May 22, 2001 | 346 | Oct 9, 2002 | 300 | Dec 18, 2003 | 646 |
| -27.96% | Nov 17, 2021 | 219 | Sep 30, 2022 | 339 | Feb 7, 2024 | 558 |
Volatility
Volatility Chart
The current American Funds Investment Company of America Class A volatility is 4.84%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.