Nasdaq - Delayed Quote
USD
American Funds Invmt Co of Amer A (AIVSX)
66.67
-1.29
(-1.90%)
At close: 8:08:16 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.51% |
|---|---|
| 5y Average Return | 12.98% |
| Number of Years Up | 74 |
| Number of Years Down | 17 |
| Best 1Y Total Return (Oct 29, 2026) | 32.43% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 32.43% |
| Worst 3Y Total Return | 6.54% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
AIVSX
Category
- YTD
- 9.86%
- 5.31%
- 1-Month
- -1.05%
- -4.19%
- 3-Month
- 0.13%
- 3.90%
- 1-Year
- 12.34%
- 20.31%
- 3-Year
- 23.43%
- 6.48%
- 5-Year
- 14.38%
- 11.78%
- 10-Year
- 13.96%
- 10.96%
- Last Bull Market
- 25.77%
- 25.56%
- Last Bear Market
- -15.44%
- -15.11%
Annual Total Return (%) History
Year
AIVSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-4.86% | 15.33% | 0.13% | -- |
|
2025
|
-2.99% | 14.18% | 6.39% | 2.25% |
|
2024
|
10.43% | 3.73% | 6.70% | 2.24% |
|
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% |
Rank in Category (By Total Return)
| YTD | 67 |
| 1-Month | 58 |
|---|---|
| 3-Month | 75 |
| 1-Year | 65 |
| 3-Year | 14 |
| 5-Year | 13 |
Load Adjusted Returns
| 1-Year | 5.88% |
| 3-Year | 21.02% |
|---|---|
| 5-Year | 13.03% |
| 10-Year | 13.29% |
Performance & Risk
| YTD Return | 9.51% |
| 5y Average Return | 12.98% |
| Rank in Category (ytd) | 67 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Capital Group |
| Net Assets | 185.34B |
| YTD Return | 9.86% |
| Yield | 0.84% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
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.
