Nasdaq - Delayed Quote • USD
American Funds Invmt Co of Amer A (AIVSX)
At close: 6:46 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.12% |
| 5y Average Return | 12.57% |
| Number of Years Up | 72 |
| Number of Years Down | 17 |
| Best 1Y Total Return (Apr 18, 2024) | 32.43% |
| Worst 1Y Total Return (Apr 18, 2024) | -- |
| Best 3Y Total Return | 32.43% |
| Worst 3Y Total Return | 6.54% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
AIVSX
Category
- YTD
- 10.43%
- 14.84%
- 1-Month
- 3.49%
- 1.65%
- 3-Month
- 10.43%
- 7.55%
- 1-Year
- 33.43%
- 40.47%
- 3-Year
- 11.90%
- 16.77%
- 5-Year
- 13.92%
- 16.15%
- 10-Year
- 11.47%
- 13.21%
- Last Bull Market
- 36.43%
- 24.09%
- Last Bear Market
- -15.44%
- -17.61%
Annual Total Return (%) History
Year
AIVSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 10.43% | -- | -- | -- |
| 2023 | 6.36% | 8.87% | -2.38% | 13.69% |
| 2022 | -4.69% | -15.44% | -5.74% | 11.22% |
| 2021 | 6.97% | 6.66% | 0.54% | 8.99% |
| 2020 | -19.08% | 19.21% | 6.67% | 11.28% |
| 2019 | 11.40% | 2.16% | -0.07% | 9.51% |
| 2018 | -1.30% | 3.37% | 4.75% | -12.52% |
| 2017 | 5.68% | 2.39% | 4.22% | 6.17% |
| 2016 | 3.07% | 3.93% | 3.77% | 3.08% |
| 2015 | 0.57% | 0.25% | -7.68% | 5.89% |
| 2014 | 2.27% | 5.85% | 0.94% | 2.58% |
| 2013 | 9.26% | 2.95% | 6.63% | 10.42% |
| 2012 | 11.08% | -2.42% | 5.76% | 0.85% |
| 2011 | 4.30% | -0.39% | -14.41% | 10.49% |
| 2010 | 3.25% | -11.58% | 11.70% | 8.71% |
| 2009 | -8.38% | 15.30% | 12.97% | 6.57% |
| 2008 | -8.98% | -2.71% | -9.05% | -18.97% |
| 2007 | 1.06% | 6.91% | 2.50% | -4.33% |
| 2006 | 4.15% | 1.51% | 4.08% | 5.37% |
| 2005 | -0.89% | 1.06% | 4.23% | 2.37% |
| 2004 | 1.48% | 0.59% | -0.10% | 7.65% |
| 2003 | -4.43% | 14.47% | 2.39% | 12.75% |
| 2002 | 2.02% | -9.06% | -14.51% | 7.84% |
| 2001 | -5.77% | 4.62% | -10.24% | 7.82% |
| 2000 | 3.59% | -1.07% | 0.45% | 0.86% |
| 1999 | 2.83% | 9.21% | -6.46% | 10.96% |
| 1998 | 11.35% | 1.58% | -7.38% | 17.34% |
| 1997 | 2.78% | 14.86% | 8.05% | 1.75% |
| 1996 | 5.18% | 2.61% | 2.84% | 7.53% |
| 1995 | 6.92% | 8.70% | 6.57% | 5.47% |
| 1994 | -3.70% | 1.15% | 3.93% | -1.06% |
| 1993 | 3.47% | 1.14% | 3.30% | 3.24% |
| 1992 | -2.00% | 1.82% | 4.01% | 3.09% |
| 1991 | 12.12% | -0.70% | 6.19% | 7.04% |
| 1990 | -2.02% | 5.67% | -10.84% | 9.07% |
| 1989 | 6.90% | 8.85% | 10.24% | 0.89% |
| 1988 | 3.52% | 6.46% | 0.90% | 1.92% |
| 1987 | 16.77% | 3.70% | 7.07% | -18.69% |
| 1986 | 15.14% | 5.13% | -4.38% | 5.16% |
| 1985 | 8.07% | 7.48% | -2.27% | 17.48% |
| 1984 | -3.49% | -2.23% | 7.96% | 4.75% |
| 1983 | 9.26% | 8.70% | -0.24% | 1.51% |
| 1982 | -2.06% | 1.82% | 12.13% | 19.67% |
| 1981 | 4.74% | 0.74% | -8.34% | 4.25% |
| 1980 | -6.60% | 9.52% | 11.76% | 5.97% |
| 1979 | 5.31% | 3.15% | 10.02% | -0.13% |
| 1978 | -1.95% | 13.16% | 9.74% | -5.79% |
| 1977 | -7.16% | 5.66% | -3.18% | 2.61% |
| 1976 | 16.91% | 4.39% | 1.70% | 4.51% |
| 1975 | 20.55% | 16.42% | -10.28% | 7.63% |
| 1974 | -0.36% | -7.39% | -19.01% | 9.66% |
| 1973 | -10.00% | -8.86% | 12.17% | -9.62% |
| 1972 | 5.93% | -1.17% | 2.48% | 7.94% |
| 1971 | 9.94% | 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% |
| 1967 | 13.61% | 5.59% | 7.25% | 0.24% |
| 1966 | 4.69% | -2.74% | -11.24% | 11.77% |
| 1965 | 8.32% | -4.15% | 12.14% | 9.01% |
| 1964 | 8.73% | 3.35% | 3.36% | 0.12% |
| 1963 | 4.87% | 7.25% | 3.06% | 6.02% |
| 1962 | -2.50% | -21.54% | 1.72% | 11.41% |
| 1961 | 11.61% | 0.88% | 2.58% | 6.55% |
| 1960 | -5.62% | 7.17% | -4.61% | 8.35% |
| 1959 | 3.80% | 5.96% | -3.85% | 7.99% |
| 1958 | 7.94% | 7.25% | 9.97% | 13.81% |
| 1957 | -2.75% | 6.25% | -9.00% | -6.32% |
| 1956 | 7.46% | 0.52% | -2.34% | 5.03% |
| 1955 | 5.87% | 9.41% | 1.71% | 6.44% |
| 1954 | 12.82% | 9.94% | 9.25% | 15.33% |
| 1953 | -2.29% | -3.33% | -1.84% | 8.37% |
| 1952 | 2.19% | 2.92% | -0.65% | 7.43% |
| 1951 | 4.19% | 1.37% | 10.58% | 0.85% |
| 1950 | 2.41% | -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% |
| 1946 | 8.06% | 4.04% | -17.52% | 5.34% |
| 1945 | 4.23% | 9.42% | 9.00% | 9.54% |
| 1944 | 5.24% | 10.75% | 0.25% | 5.63% |
| 1943 | 23.41% | 6.13% | 0.32% | 1.13% |
| 1942 | -1.86% | -1.28% | 9.81% | 9.80% |
| 1941 | -3.32% | -0.15% | 4.74% | -8.45% |
| 1940 | 0.65% | -18.40% | 12.54% | 5.58% |
| 1939 | -19.97% | 1.55% | 26.40% | -1.88% |
| 1938 | -15.40% | 26.74% | 3.37% | 14.99% |
| 1937 | 10.53% | -14.72% | -13.67% | -24.90% |
| 1936 | 11.87% | -3.97% | 15.59% | 16.99% |
| 1935 | -6.03% | 20.51% | 20.23% | 34.47% |
| 1934 | -8.90% | -11.12% | 21.44% | -- |
Rank in Category (By Total Return)
| YTD | 45 |
| 1-Month | 37 |
| 3-Month | 45 |
| 1-Year | 12 |
| 3-Year | 17 |
| 5-Year | 55 |
Load Adjusted Returns
| 1-Year | 25.75% |
| 3-Year | 9.72% |
| 5-Year | 12.58% |
| 10-Year | 10.81% |
Performance & Risk
| YTD Return | 6.12% |
| 5y Average Return | 12.57% |
| Rank in Category (ytd) | 45 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | American Funds |
| Net Assets | 137.83B |
| YTD Return | 10.43% |
| Yield | 1.27% |
| Morningstar Rating | |
| Inception Date | Sep 16, 2002 |
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.
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