Nasdaq - Delayed Quote USD
American Funds Invmt Co of Amer A (AIVSX)
52.92
-1.74
(-3.18%)
As of 8:09:07 AM EDT. Market Open.
Fund Summary
The fund invests primarily in common stocks, most of which have a history of paying dividends. It may invest up to 15% of its assets, at the time of purchase, outside the United States. Although the fund focuses on investments in medium to larger capitalization companies, the fund's investments are not limited to a particular capitalization size.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.43% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 73 |
| Number of Years Down | 17 |
Performance & Risk
| YTD Return | -8.00% |
| 5y Average Return | 15.66% |
| Rank in Category (ytd) | 29 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AIVSX | Category Average | AIVSX | Category Average | AIVSX | Category Average | |
| Alpha | 2.38 | -0.01 | 1.04 | -0.01 | -0.22 | -0.01 |
| BETA | 0.92 | 0.01 | 0.91 | 0.01 | 0.92 | 0.01 |
| Mean Annual Return | 1.01 | 0.01 | 1.52 | 0.01 | 0.99 | 0.01 |
| R-squared | 96.34 | 0.94 | 96.88 | 0.95 | 96.24 | 0.95 |
| Standard Deviation | 16.2 | 0.17 | 15.7 | 0.19 | 14.43 | 0.15 |
| Sharpe Ratio | 0.47 | 0 | 0.98 | 0.01 | 0.69 | 0.01 |
| Treynor Ratio | 7.35 | 0.03 | 17.12 | 0.1 | 10.28 | 0.1 |
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