• FirefoxInstall the new Firefox »
  •  Dow Up0.19% Nasdaq Up0.57%

    American Funds Invmt Co of Amer A (AIVSX)

    36.85 Up 0.10(0.27%) Mar 27

    Risk as of Feb 27, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:1
    Number of Years Up66
    Number of Years Down14
    Best 1 Yr Total Return(Dec 30, 2013):32.43%
    Worst 1 Yr Total Return(Dec 30, 2008):-34.73%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticAIVSXCategory
    Alpha (against Standard Index)1.03-1.50
    Beta (against Standard Index)0.911.01
    Mean Annual Return1.381.31
    R-squared (against Standard Index)94.2092.54
    Standard Deviation8.919.98
    Sharpe Ratio1.861.58
    Treynor Ratio19.1416.25
    5 Years
    StatisticAIVSXCategory
    Alpha (against Standard Index)-1.17-1.72
    Beta (against Standard Index)0.971.02
    Mean Annual Return1.191.22
    R-squared (against Standard Index)97.3095.66
    Standard Deviation12.8713.70
    Sharpe Ratio1.101.07
    Treynor Ratio14.7114.26
    10 Years
    StatisticAIVSXCategory
    Alpha (against Standard Index)0.11-0.64
    Beta (against Standard Index)0.911.01
    Mean Annual Return0.690.69
    R-squared (against Standard Index)97.5095.01
    Standard Deviation13.6715.33
    Sharpe Ratio0.500.44
    Treynor Ratio6.725.81