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AICFX vs. RYSIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AICFX vs. RYSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Investment Company of America Class F-1 (AICFX) and Rydex Electronics Fund (RYSIX). The values are adjusted to include any dividend payments, if applicable.

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AICFX vs. RYSIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AICFX
The Investment Company of America Class F-1
-4.89%20.40%24.82%28.47%-15.55%25.02%14.41%23.99%-7.03%19.40%
RYSIX
Rydex Electronics Fund
7.77%42.02%16.66%55.69%-32.46%38.65%56.73%59.80%-12.42%31.62%

Returns By Period

In the year-to-date period, AICFX achieves a -4.89% return, which is significantly lower than RYSIX's 7.77% return. Over the past 10 years, AICFX has underperformed RYSIX with an annualized return of 12.95%, while RYSIX has yielded a comparatively higher 24.83% annualized return.


AICFX

1D
3.06%
1M
-5.90%
YTD
-4.89%
6M
-3.23%
1Y
17.57%
3Y*
19.97%
5Y*
12.38%
10Y*
12.95%

RYSIX

1D
6.05%
1M
-6.02%
YTD
7.77%
6M
14.72%
1Y
80.29%
3Y*
30.15%
5Y*
18.06%
10Y*
24.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AICFX vs. RYSIX - Expense Ratio Comparison

AICFX has a 0.63% expense ratio, which is lower than RYSIX's 1.36% expense ratio.


Return for Risk

AICFX vs. RYSIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AICFX
AICFX Risk / Return Rank: 6060
Overall Rank
AICFX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
AICFX Sortino Ratio Rank: 5656
Sortino Ratio Rank
AICFX Omega Ratio Rank: 5555
Omega Ratio Rank
AICFX Calmar Ratio Rank: 6868
Calmar Ratio Rank
AICFX Martin Ratio Rank: 7070
Martin Ratio Rank

RYSIX
RYSIX Risk / Return Rank: 9393
Overall Rank
RYSIX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
RYSIX Sortino Ratio Rank: 9191
Sortino Ratio Rank
RYSIX Omega Ratio Rank: 8787
Omega Ratio Rank
RYSIX Calmar Ratio Rank: 9898
Calmar Ratio Rank
RYSIX Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AICFX vs. RYSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Investment Company of America Class F-1 (AICFX) and Rydex Electronics Fund (RYSIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


AICFXRYSIXDifference

Sharpe ratio

Return per unit of total volatility

1.03

2.06

-1.03

Sortino ratio

Return per unit of downside risk

1.58

2.67

-1.09

Omega ratio

Gain probability vs. loss probability

1.23

1.38

-0.15

Calmar ratio

Return relative to maximum drawdown

1.71

4.59

-2.87

Martin ratio

Return relative to average drawdown

7.11

17.20

-10.09

AICFX vs. RYSIX - Sharpe Ratio Comparison

The current AICFX Sharpe Ratio is 1.03, which is lower than the RYSIX Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of AICFX and RYSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AICFXRYSIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.03

2.06

-1.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.51

+0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.79

0.75

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.26

+0.29

Correlation

The correlation between AICFX and RYSIX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

AICFX vs. RYSIX - Dividend Comparison

AICFX's dividend yield for the trailing twelve months is around 11.14%, more than RYSIX's 3.01% yield.


TTM20252024202320222021202020192018201720162015
AICFX
The Investment Company of America Class F-1
11.14%10.58%9.26%4.92%6.06%6.89%1.60%6.10%11.19%7.00%5.40%8.90%
RYSIX
Rydex Electronics Fund
3.01%3.24%1.73%0.00%0.00%3.34%2.04%0.01%10.18%0.05%0.00%0.16%

Drawdowns

AICFX vs. RYSIX - Drawdown Comparison

The maximum AICFX drawdown since its inception was -50.91%, smaller than the maximum RYSIX drawdown of -88.66%. Use the drawdown chart below to compare losses from any high point for AICFX and RYSIX.


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Drawdown Indicators


AICFXRYSIXDifference

Max Drawdown

Largest peak-to-trough decline

-50.91%

-88.66%

+37.75%

Max Drawdown (1Y)

Largest decline over 1 year

-10.76%

-17.54%

+6.78%

Max Drawdown (5Y)

Largest decline over 5 years

-24.36%

-43.80%

+19.44%

Max Drawdown (10Y)

Largest decline over 10 years

-31.09%

-43.80%

+12.71%

Current Drawdown

Current decline from peak

-7.34%

-9.72%

+2.38%

Average Drawdown

Average peak-to-trough decline

-7.14%

-50.02%

+42.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

4.68%

-2.09%

Volatility

AICFX vs. RYSIX - Volatility Comparison

The current volatility for The Investment Company of America Class F-1 (AICFX) is 5.75%, while Rydex Electronics Fund (RYSIX) has a volatility of 13.05%. This indicates that AICFX experiences smaller price fluctuations and is considered to be less risky than RYSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AICFXRYSIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.75%

13.05%

-7.30%

Volatility (6M)

Calculated over the trailing 6-month period

9.93%

25.43%

-15.50%

Volatility (1Y)

Calculated over the trailing 1-year period

17.57%

39.54%

-21.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.97%

35.72%

-19.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.54%

33.24%

-16.70%