Nasdaq - Delayed Quote USD

American Funds Income Fund of Amer R3 (RIDCX)

23.94 +0.08 (+0.34%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.61%
5y Average Return 6.59%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (Jun 14, 2024) 24.05%
Worst 1Y Total Return (Jun 14, 2024) --
Best 3Y Total Return 24.05%
Worst 3Y Total Return 4.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RIDCX
Category
YTD
3.96%
11.35%
1-Month
2.47%
0.99%
3-Month
3.33%
5.92%
1-Year
12.65%
32.83%
3-Year
3.00%
11.75%
5-Year
7.33%
11.53%
10-Year
5.92%
8.98%
Last Bull Market
15.37%
17.67%
Last Bear Market
-8.27%
-15.71%

Annual Total Return (%) History

Year
RIDCX
Category
2024
--
--
2023
7.22%
--
2022
-6.76%
--
2021
16.96%
--
2020
4.65%
13.51%
2019
18.48%
21.35%
2018
-5.46%
-7.93%
2017
12.95%
15.80%

2016
10.16%
7.93%
2015
-1.85%
-2.77%
2014
8.02%
5.71%
2013
17.76%
21.31%
2012
11.58%
13.42%
2011
5.20%
-3.80%
2010
11.60%
13.49%
2009
24.05%
29.37%
2008
-29.19%
-34.34%
2007
3.38%
7.43%
2006
19.87%
13.07%
2005
3.01%
7.35%
2004
12.33%
10.93%
2003
24.78%
25.10%
2002
--
-14.51%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.26% -- -- --
2023 0.78% 1.25% -3.23% 8.58%
2022 -1.41% -8.27% -6.42% 10.17%
2021 5.90% 4.62% -1.25% 6.90%
2020 -16.24% 9.61% 4.85% 8.72%
2019 7.72% 2.53% 1.76% 5.42%
2018 -2.06% 0.45% 2.80% -6.52%
2017 3.58% 1.81% 3.62% 3.35%
2016 2.92% 3.44% 1.88% 1.57%
2015 0.87% -1.38% -5.72% 4.65%

2014 2.57% 4.04% -0.64% 1.88%
2013 6.49% 0.55% 3.83% 5.91%
2012 5.27% 0.07% 4.43% 1.44%
2011 4.99% 0.94% -8.42% 8.39%
2010 2.99% -6.44% 10.51% 4.81%
2009 -8.06% 12.22% 13.99% 5.48%
2008 -6.83% -2.78% -7.57% -15.42%
2007 2.04% 4.06% 0.73% -3.35%
2006 4.84% 1.70% 5.48% 6.59%
2005 -1.41% 1.97% 2.11% 0.35%
2004 1.79% 0.10% 2.55% 7.51%
2003 -1.23% 11.27% 2.29% 11.00%
2002 -10.34% 6.92% -- --

Rank in Category (By Total Return)

YTD 93
1-Month 89
3-Month 22
1-Year 94
3-Year 52
5-Year 85

Load Adjusted Returns

1-Year 12.65%
3-Year 3.00%
5-Year 7.33%
10-Year 5.92%

Performance & Risk

YTD Return 3.61%
5y Average Return 6.59%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family American Funds
Net Assets 121.42B
YTD Return 3.96%
Yield 3.24%
Morningstar Rating
Inception Date Oct 30, 2020

Fund Summary

Normally the fund invests primarily in income-producing securities. These include equity securities, such as dividend-paying common stocks, and debt securities, such as interest-paying bonds. Generally at least 60% of the fund's assets will be invested in common stocks and other equity-type securities. The fund may also invest up to 30% of its assets in common stocks and other equity-type securities of issuers domiciled outside the United States, including issuers in developing countries.

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