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AIVSX vs. VT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


AIVSXVT
YTD Return10.45%7.78%
1Y Return37.74%26.50%
3Y Return (Ann)11.76%6.51%
5Y Return (Ann)13.98%10.97%
10Y Return (Ann)11.78%8.86%
Sharpe Ratio3.322.32
Daily Std Dev11.38%11.47%
Max Drawdown-50.56%-50.27%
Current Drawdown0.00%0.00%

Correlation

0.94
-1.001.00

The correlation between AIVSX and VT is 0.94, 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.

Performance

AIVSX vs. VT - Performance Comparison

In the year-to-date period, AIVSX achieves a 10.45% return, which is significantly higher than VT's 7.78% return. Over the past 10 years, AIVSX has outperformed VT with an annualized return of 11.78%, while VT has yielded a comparatively lower 8.86% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


150.00%200.00%250.00%300.00%350.00%400.00%OctoberNovemberDecember2024FebruaryMarch
390.37%
212.82%
AIVSX
VT

Compare stocks, funds, or ETFs


American Funds Investment Company of America Class A

Vanguard Total World Stock ETF

AIVSX vs. VT - Expense Ratio Comparison

AIVSX has a 0.57% expense ratio, which is higher than VT's 0.07% expense ratio.

AIVSX
American Funds Investment Company of America Class A
0.50%1.00%1.50%2.00%0.57%
0.50%1.00%1.50%2.00%0.07%

Risk-Adjusted Performance

AIVSX vs. VT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Investment Company of America Class A (AIVSX) and Vanguard Total World Stock ETF (VT). 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AIVSX
American Funds Investment Company of America Class A
3.32
VT
Vanguard Total World Stock ETF
2.32

AIVSX vs. VT - Sharpe Ratio Comparison

The current AIVSX Sharpe Ratio is 3.32, which is higher than the VT Sharpe Ratio of 2.32. The chart below compares the 12-month rolling Sharpe Ratio of AIVSX and VT.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00OctoberNovemberDecember2024FebruaryMarch
3.32
2.32
AIVSX
VT

Dividends

AIVSX vs. VT - Dividend Comparison

AIVSX's dividend yield for the trailing twelve months is around 4.51%, more than VT's 2.06% yield.


TTM20232022202120202019201820172016201520142013
AIVSX
American Funds Investment Company of America Class A
4.51%4.96%6.12%6.94%1.65%6.51%11.61%7.25%5.45%9.75%11.66%9.04%
VT
Vanguard Total World Stock ETF
2.06%2.08%2.20%1.82%1.66%2.32%2.53%2.11%2.39%2.45%2.44%2.06%

Drawdowns

AIVSX vs. VT - Drawdown Comparison

The maximum AIVSX drawdown since its inception was -50.56%, roughly equal to the maximum VT drawdown of -50.27%. The drawdown chart below compares losses from any high point along the way for AIVSX and VT


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
AIVSX
VT

Volatility

AIVSX vs. VT - Volatility Comparison

American Funds Investment Company of America Class A (AIVSX) has a higher volatility of 3.08% compared to Vanguard Total World Stock ETF (VT) at 2.63%. This indicates that AIVSX's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%2.50%3.00%3.50%4.00%4.50%5.00%OctoberNovemberDecember2024FebruaryMarch
3.08%
2.63%
AIVSX
VT