American Funds Invmt Co of Amer 529A (CICAX)

42.77 +0.53 (+1.25%) USD  |  Mar 29 2023
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CICAX Performance

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of March 29, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
American Funds Invmt Co of Amer 529A
32.32%
11.97%
-1.55%
14.49%
19.62%
-6.59%
24.46%
14.43%
24.97%
-15.56%
4.39%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.35%
ClearBridge Dividend Strategy A
25.61%
12.81%
-4.63%
15.03%
19.12%
-5.16%
30.92%
7.62%
26.48%
-8.40%
-0.52%
SEI Dynamic Asset Allocation A (SIIT)
29.45%
18.68%
4.69%
12.27%
19.78%
-7.76%
27.71%
20.71%
31.58%
-16.09%
4.23%
Calamos Dividend Growth A
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0.71%
-0.04%
9.47%
20.93%
-4.98%
29.38%
18.82%
27.20%
-18.20%
4.44%
American Funds Fundamental Invs 529A
31.39%
8.85%
3.28%
12.44%
23.28%
-6.68%
27.53%
14.88%
22.45%
-16.70%
4.07%
As of March 29, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
American Funds Invmt Co of Amer 529A
1.24%
4.11%
14.52%
-9.20%
16.72%
8.23%
10.36%
8.42%
9.09%
10.73%
S&P 500 Total Return
1.60%
5.09%
11.61%
-11.53%
18.48%
10.74%
12.02%
9.95%
10.16%
9.84%
ClearBridge Dividend Strategy A
-0.26%
-0.86%
10.37%
-9.23%
17.01%
9.79%
9.90%
8.55%
9.14%
9.62%
SEI Dynamic Asset Allocation A (SIIT)
0.98%
4.00%
9.75%
-12.51%
20.35%
10.78%
12.22%
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12.53%
Calamos Dividend Growth A
1.61%
4.20%
10.82%
-12.04%
17.79%
9.88%
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8.91%
American Funds Fundamental Invs 529A
0.46%
3.76%
14.13%
-9.87%
16.17%
7.85%
10.58%
8.51%
10.53%
11.95%
As of March 29, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of February 28, 2023