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The Investment Company of America Class R-6 (RICGX) Sharpe Ratio: 2.24

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The fund aims to achieve long-term growth of capital and income by investing primarily in larger, well-established U.S. companies across various sectors. Its strategy includes investing mainly in common stocks, with potential holdings in convertible securities, investment-grade bonds, U.S. government securities, preferred stocks, and up to 15% in non-U.S. issuers.

RICGX's Sharpe Ratio of 2.24 indicates that for each unit of volatility, it generates 2.24 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 4, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

RICGX Sharpe Ratio Rank

RICGX Sharpe Ratio Rank: 57.557
Average

RICGX ranks above 57.5% of all investments in our database based on Sharpe Ratio over the past 12 months, showing balanced returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns are proportional to volatility—neither strong nor weak
  • Evaluate whether the volatility profile aligns with your risk tolerance
  • Review higher-ranked alternatives in the same category
  • Monitor rank direction to identify improving or deteriorating trends

RICGX Sharpe Ratio Market Positioning

The chart shows RICGX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.44 or lower
  • Yellow zone (middle 50%): 1.44 to 2.53
  • Green zone (top 25%): 2.53 or higher
  • Top 1%: 4.69+
  • Median: 2.10 — half of all investments score higher

How it compares to other similar mutual funds

The table compares The Investment Company of America Class R-6's Sharpe Ratio with other mutual funds in the Large Cap Blend Equities category across multiple time periods, showing how RICGX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 4, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
VPCCXVanguard PRIMECAP Core Fund3.97
VPMAXVanguard PRIMECAP Fund Admiral Shares3.76
DHAMXCentre American Select Equity Fund3.41
POSKXPrimeCap Odyssey Stock Fund3.25
RESGXGlenmede Responsible ESG U.S. Equity Portfolio3.21
GTLOXGlenmede Quantitative U.S. Large Cap Core Equity Portfolio3.17
QCELXAQR Large Cap Multi-Style Fund3.11
AMFEXAAMA Equity Fund3.09
AIGOXAlger Growth & Income Portfolio3.06
DESGXDWS ESG Core Equity Fund3.05
RICGX The Investment Company of America Class R-62.24

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows RICGX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when RICGX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does RICGX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

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