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American Funds Invmt Co of Amer 529A (CICAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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56.97-0.16 (-0.28%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.52%
5-Year Average Return14.21%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Jun 27, 2024)32.32%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return32.32%
Worst 3-Yr Total Return6.49%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCICAXCategory
YTD10.74%5.31%
1-Month3.78%-4.19%
3-Month3.80%3.90%
1-Year30.06%20.31%
3-Year10.02%6.48%
5-Year14.79%11.78%
10-Year10.98%10.96%
Last Bull Market27.24%25.56%
Last Bear Market-15.44%-15.11%

Annual Total Return (%) History

Year
CICAXCategory
2024
N/AN/A
2023
28.45%22.32%
2022
-15.56%-16.96%
2021
24.97%26.07%
2020
14.43%15.83%
2019
24.46%28.78%
2018
-6.59%-6.27%
2017
19.62%20.44%
2016
14.49%10.37%
2015
-1.55%-1.07%
2014
11.97%10.96%
2013
32.32%31.50%
2012
15.47%14.96%
2011
-1.84%-1.27%
2010
10.77%14.01%
2009
27.12%28.17%
2008
-34.79%-37.79%
2007
5.83%6.16%
2006
15.87%14.17%
2005
6.74%5.88%
2004
9.68%10.02%
2003
26.20%27.05%
2002
N/A-22.25%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.42%N/AN/AN/A
20236.34%8.86%-2.38%13.66%
2022-4.71%-15.44%-5.75%11.19%
20216.95%6.64%0.53%8.99%
2020-19.09%19.19%6.65%11.27%
201911.35%2.17%-0.09%9.50%
2018-1.33%3.35%4.71%-12.52%
20175.64%2.37%4.21%6.14%
20163.05%3.89%3.79%3.04%
20150.55%0.22%-7.69%5.84%
20142.25%5.83%0.92%2.53%
20139.28%2.89%6.58%10.41%
201211.07%-2.45%5.71%0.82%
20114.28%-0.41%-14.42%10.44%
20103.25%-11.60%11.69%8.66%
2009-8.36%15.30%12.92%6.55%
2008-8.98%-2.73%-9.07%-19.00%
20071.04%6.86%2.50%-4.38%
20064.16%1.49%4.01%5.38%
2005-0.92%0.99%4.24%2.33%
20041.46%0.60%-0.16%7.63%
2003-4.52%14.55%2.34%12.75%
2002-9.12%-14.54%7.86%N/A

Rank In Category (By Total Return)

YTD45
1-Month70
3-Month35
1-Year18
3-Year14
5-Year50

Load Adjusted Returns

1-Year25.51%
3-Year8.72%
5-Year13.98%
10-Year10.59%