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American Funds Invmt Co of Amer A (AIVSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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57.30-0.02 (-0.03%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.79%
5-Year Average Return14.45%
Number of Years Up72
Number of Years Down17
Best 1 Yr Total Return (Jun 17, 2024)32.43%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return32.43%
Worst 3-Yr Total Return6.54%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAIVSXCategory
YTD10.75%5.31%
1-Month3.79%-4.19%
3-Month3.79%3.90%
1-Year30.09%20.31%
3-Year10.07%6.48%
5-Year14.85%11.78%
10-Year11.06%10.96%
Last Bull Market27.26%25.56%
Last Bear Market-15.44%-15.11%

Annual Total Return (%) History

Year
AIVSXCategory
2024
N/AN/A
2023
28.50%22.32%
2022
-15.51%-16.96%
2021
25.02%26.07%
2020
14.49%15.83%
2019
24.54%28.78%
2018
-6.51%-6.27%
2017
19.73%20.44%
2016
14.59%10.37%
2015
-1.44%-1.07%
2014
12.09%10.96%
2013
32.43%31.50%
2012
15.60%14.96%
2011
-1.76%-1.27%
2010
10.86%14.01%
2009
27.18%28.17%
2008
-34.73%-37.79%
2007
5.94%6.16%
2006
15.94%14.17%
2005
6.87%5.88%
2004
9.78%10.02%
2003
26.31%27.05%
2002
-14.47%-22.25%
2001
-4.59%-13.50%
2000
3.84%-6.31%
1999
16.56%20.16%
1998
22.94%22.39%
1997
29.79%28.37%
1996
19.35%20.76%
1995
30.63%32.35%
1994
0.16%-0.93%
1993
11.62%N/A
1992
6.99%N/A
1991
26.54%N/A
1990
0.68%N/A
1989
29.41%N/A
1988
13.34%N/A
1987
5.42%N/A
1986
21.72%N/A
1985
33.36%N/A
1984
6.71%N/A
1983
20.28%N/A
1982
33.82%N/A
1981
0.83%N/A
1980
21.14%N/A
1979
19.35%N/A
1978
14.71%N/A
1977
-2.55%N/A
1976
29.71%N/A
1975
35.54%N/A
1974
-18.05%N/A
1973
-16.84%N/A
1972
15.81%N/A
1971
17.07%N/A
1970
2.64%N/A
1969
-10.74%N/A
1968
16.99%N/A
1967
28.97%N/A
1966
1.02%N/A
1965
26.91%N/A
1964
16.30%N/A
1963
22.89%N/A
1962
-13.31%N/A
1961
23.07%N/A
1960
4.54%N/A
1959
14.21%N/A
1958
44.90%N/A
1957
-11.92%N/A
1956
10.79%N/A
1955
25.40%N/A
1954
56.29%N/A
1953
0.49%N/A
1952
12.26%N/A
1951
17.79%N/A
1950
19.80%N/A
1949
9.45%N/A
1948
0.31%N/A
1947
1.05%N/A
1946
-2.32%N/A
1945
36.17%N/A
1944
23.41%N/A
1943
32.88%N/A
1942
16.81%N/A
1941
-7.43%N/A
1940
-2.41%N/A
1939
0.80%N/A
1938
27.44%N/A
1937
-38.88%N/A
1936
45.28%N/A
1935
83.08%N/A
1934
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.43%N/AN/AN/A
20236.36%8.87%-2.38%13.69%
2022-4.69%-15.44%-5.74%11.22%
20216.97%6.66%0.54%8.99%
2020-19.08%19.21%6.67%11.28%
201911.40%2.16%-0.07%9.51%
2018-1.30%3.37%4.75%-12.52%
20175.68%2.39%4.22%6.17%
20163.07%3.93%3.77%3.08%
20150.57%0.25%-7.68%5.89%
20142.27%5.85%0.94%2.58%
20139.26%2.95%6.63%10.42%
201211.08%-2.42%5.76%0.85%
20114.30%-0.39%-14.41%10.49%
20103.25%-11.58%11.70%8.71%
2009-8.38%15.30%12.97%6.57%
2008-8.98%-2.71%-9.05%-18.97%
20071.06%6.91%2.50%-4.33%
20064.15%1.51%4.08%5.37%
2005-0.89%1.06%4.23%2.37%
20041.48%0.59%-0.10%7.65%
2003-4.43%14.47%2.39%12.75%
20022.02%-9.06%-14.51%7.84%
2001-5.77%4.62%-10.24%7.82%
20003.59%-1.07%0.45%0.86%
19992.83%9.21%-6.46%10.96%
199811.35%1.58%-7.38%17.34%
19972.78%14.86%8.05%1.75%
19965.18%2.61%2.84%7.53%
19956.92%8.70%6.57%5.47%
1994-3.70%1.15%3.93%-1.06%
19933.47%1.14%3.30%3.24%
1992-2.00%1.82%4.01%3.09%
199112.12%-0.70%6.19%7.04%
1990-2.02%5.67%-10.84%9.07%
19896.90%8.85%10.24%0.89%
19883.52%6.46%0.90%1.92%
198716.77%3.70%7.07%-18.69%
198615.14%5.13%-4.38%5.16%
19858.07%7.48%-2.27%17.48%
1984-3.49%-2.23%7.96%4.75%
19839.26%8.70%-0.24%1.51%
1982-2.06%1.82%12.13%19.67%
19814.74%0.74%-8.34%4.25%
1980-6.60%9.52%11.76%5.97%
19795.31%3.15%10.02%-0.13%
1978-1.95%13.16%9.74%-5.79%
1977-7.16%5.66%-3.18%2.61%
197616.91%4.39%1.70%4.51%
197520.55%16.42%-10.28%7.63%
1974-0.36%-7.39%-19.01%9.66%
1973-10.00%-8.86%12.17%-9.62%
19725.93%-1.17%2.48%7.94%
19719.94%0.88%1.16%4.35%
1970-1.47%-18.22%17.74%8.19%
1969-2.74%-5.67%-2.69%-0.01%
1968-5.80%13.97%4.60%4.18%
196713.61%5.59%7.25%0.24%
19664.69%-2.74%-11.24%11.77%
19658.32%-4.15%12.14%9.01%
19648.73%3.35%3.36%0.12%
19634.87%7.25%3.06%6.02%
1962-2.50%-21.54%1.72%11.41%
196111.61%0.88%2.58%6.55%
1960-5.62%7.17%-4.61%8.35%
19593.80%5.96%-3.85%7.99%
19587.94%7.25%9.97%13.81%
1957-2.75%6.25%-9.00%-6.32%
19567.46%0.52%-2.34%5.03%
19555.87%9.41%1.71%6.44%
195412.82%9.94%9.25%15.33%
1953-2.29%-3.33%-1.84%8.37%
19522.19%2.92%-0.65%7.43%
19514.19%1.37%10.58%0.85%
19502.41%-0.16%9.67%6.84%
1949-1.42%-6.65%10.53%7.61%
1948-1.55%10.91%-8.80%0.73%
1947-4.61%-2.16%2.15%6.00%
19468.06%4.04%-17.52%5.34%
19454.23%9.42%9.00%9.54%
19445.24%10.75%0.25%5.63%
194323.41%6.13%0.32%1.13%
1942-1.86%-1.28%9.81%9.80%
1941-3.32%-0.15%4.74%-8.45%
19400.65%-18.40%12.54%5.58%
1939-19.97%1.55%26.40%-1.88%
1938-15.40%26.74%3.37%14.99%
193710.53%-14.72%-13.67%-24.90%
193611.87%-3.97%15.59%16.99%
1935-6.03%20.51%20.23%34.47%
1934-8.90%-11.12%21.44%N/A

Rank In Category (By Total Return)

YTD45
1-Month70
3-Month36
1-Year18
3-Year14
5-Year48

Load Adjusted Returns

1-Year22.61%
3-Year7.92%
5-Year13.49%
10-Year10.41%