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American Funds The Income Fund of America Class A ...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US4533201038

CUSIP

453320103

Issuer

American Funds

Inception Date

Dec 1, 1973

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

AMECX features an expense ratio of 0.56%, falling within the medium range.


Expense ratio chart for AMECX: current value at 0.56% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.56%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
AMECX vs. AMRMX AMECX vs. CAIBX AMECX vs. JEPIX AMECX vs. SCHD AMECX vs. ABALX AMECX vs. AGTHX AMECX vs. SPY AMECX vs. VTI AMECX vs. BRK-B AMECX vs. SVOL
Popular comparisons:
AMECX vs. AMRMX AMECX vs. CAIBX AMECX vs. JEPIX AMECX vs. SCHD AMECX vs. ABALX AMECX vs. AGTHX AMECX vs. SPY AMECX vs. VTI AMECX vs. BRK-B AMECX vs. SVOL

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in American Funds The Income Fund 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.


2,800.00%3,000.00%3,200.00%3,400.00%3,600.00%JulyAugustSeptemberOctoberNovemberDecember
2,800.85%
3,418.12%
AMECX (American Funds The Income Fund of America Class A)
Benchmark (^GSPC)

Returns By Period

American Funds The Income Fund of America Class A had a return of 6.15% year-to-date (YTD) and 7.02% in the last 12 months. Over the past 10 years, American Funds The Income Fund of America Class A had an annualized return of 6.14%, while the S&P 500 had an annualized return of 11.06%, indicating that American Funds The Income Fund of America Class A did not perform as well as the benchmark.


AMECX

YTD

6.15%

1M

-5.58%

6M

1.58%

1Y

7.02%

5Y*

5.60%

10Y*

6.14%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of AMECX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.47%1.11%3.66%-2.68%2.50%0.21%4.15%2.51%1.57%-0.96%2.22%6.15%
20233.18%-3.08%0.81%1.59%-3.26%3.15%2.06%-2.06%-3.13%-1.87%5.49%5.03%7.59%
2022-1.35%-1.25%1.31%-3.47%1.72%-6.51%3.16%-2.35%-7.00%5.91%6.02%-1.78%-6.40%
2021-0.17%2.42%3.68%2.66%2.36%-0.33%0.43%1.35%-2.93%3.35%-1.76%5.37%17.37%
2020-0.77%-5.85%-10.31%6.47%2.24%0.74%4.14%2.47%-1.63%-2.24%8.41%2.23%4.49%
20194.17%2.28%1.21%1.90%-3.56%4.46%0.27%0.04%1.49%1.45%1.56%2.43%18.93%
20183.04%-3.95%-0.94%0.09%0.57%-0.12%2.51%0.13%0.24%-3.92%1.93%-4.47%-5.13%
20171.29%2.19%0.16%0.22%1.66%0.02%1.37%0.13%2.17%0.95%0.90%1.59%13.37%
2016-2.27%-0.05%5.46%0.82%0.58%2.09%2.21%-0.28%0.03%-1.26%1.23%1.74%10.58%
2015-0.74%3.41%-1.64%1.48%0.05%-2.76%0.61%-4.65%-1.61%6.10%-0.14%-1.13%-1.45%
2014-1.89%3.75%0.85%1.71%1.36%1.00%-1.29%2.47%-1.67%1.49%1.56%-1.06%8.41%
20133.21%0.59%2.70%2.88%-0.66%-1.52%3.10%-2.29%3.21%3.41%0.79%1.70%18.26%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AMECX is 58, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AMECX is 5858
Overall Rank
The Sharpe Ratio Rank of AMECX is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of AMECX is 5151
Sortino Ratio Rank
The Omega Ratio Rank of AMECX is 5757
Omega Ratio Rank
The Calmar Ratio Rank of AMECX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of AMECX is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Funds The Income Fund of America Class A (AMECX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for AMECX, currently valued at 0.90, compared to the broader market-1.000.001.002.003.004.000.902.10
The chart of Sortino ratio for AMECX, currently valued at 1.16, compared to the broader market-2.000.002.004.006.008.0010.001.162.80
The chart of Omega ratio for AMECX, currently valued at 1.18, compared to the broader market0.501.001.502.002.503.003.501.181.39
The chart of Calmar ratio for AMECX, currently valued at 0.97, compared to the broader market0.002.004.006.008.0010.0012.0014.000.973.09
The chart of Martin ratio for AMECX, currently valued at 5.20, compared to the broader market0.0020.0040.0060.005.2013.49
AMECX
^GSPC

The current American Funds The Income Fund of America Class A Sharpe ratio is 0.90. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Funds The Income Fund of America Class A with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.90
2.10
AMECX (American Funds The Income Fund of America Class A)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds The Income Fund of America Class A provided a 2.09% dividend yield over the last twelve months, with an annual payout of $0.51 per share. The fund has been increasing its distributions for 2 consecutive years.


2.80%3.00%3.20%3.40%3.60%$0.00$0.20$0.40$0.60$0.8020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.51$0.86$0.77$0.74$0.75$0.74$0.69$0.66$0.67$0.66$0.78$0.65

Dividend yield

2.09%3.66%3.38%2.86%3.19%3.20%3.35%2.82%3.09%3.26%3.64%3.17%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.00$0.51
2023$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.35$0.86
2022$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.27$0.77
2021$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.25$0.74
2020$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.26$0.75
2019$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.25$0.74
2018$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.20$0.69
2017$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.66
2016$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.18$0.67
2015$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.17$0.66
2014$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.29$0.78
2013$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.65

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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.27%
-2.62%
AMECX (American Funds The Income Fund of America Class A)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Funds The Income Fund 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 The Income Fund of America Class A was 44.46%, occurring on Mar 9, 2009. Recovery took 535 trading sessions.

The current American Funds The Income Fund of America Class A drawdown is 7.27%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.46%Oct 10, 2007354Mar 9, 2009535Apr 20, 2011889
-26.13%Jan 21, 202044Mar 23, 2020166Nov 16, 2020210
-18.82%Aug 18, 198745Oct 19, 1987331Jan 24, 1989376
-18.43%May 24, 200297Oct 9, 2002158May 27, 2003255
-15.78%Jan 13, 2022180Sep 30, 2022311Dec 27, 2023491

Volatility

Volatility Chart

The current American Funds The Income Fund of America Class A volatility is 4.98%, 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.


1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
4.98%
3.79%
AMECX (American Funds The Income Fund of America Class A)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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