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The Income Fund Of America, Class C Shares: (MF: IFACX)
(NASDAQ Mutual Funds) As of Aug 8, 2025 08:00 PM ET
$26.37 USD
+0.08 (0.30%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.10 | 15 |
| 3 months | 5.43 | 34 |
| 6 months | 10.10 | 15 |
| 1 Year | 16.61 | 14 |
| 3 Year | 9.86 | 68 |
| 5 Year | 9.60 | 78 |
| 10 Year | 6.91 | 73 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 86.27 |
| Bear Market (10/07 - 2/09) | -42.76 |
| Bull Market (2/09 - 3/21) | 340.80 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 15.44 |
| 5 Year | 9.59 |
| 10 Year | 6.92 |
| Since Inception | 6.20 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 4.43 | 5.43 | NA | NA |
| 2024 | 4.11 | -0.18 | 8.24 | -2.16 |
| 2023 | 0.67 | 1.16 | -3.32 | 8.47 |
| 2022 | -1.52 | -8.33 | -6.49 | 9.56 |
| 2021 | 5.81 | 4.51 | -1.36 | 6.43 |
| 2020 | -16.32 | 9.44 | 4.77 | 8.59 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.10 | 10.05 | 6.80 | -7.53 | 16.10 | 4.20 | 18.02 | -6.00 | 12.48 | 9.66 | -2.24 |
| % Total Return Rel to Index | 3.90 | -14.96 | -19.43 | 10.67 | -12.57 | -14.20 | -13.46 | -1.61 | -9.31 | -2.26 | -3.62 |
| % Total Return Rel to Peer | 3.87 | -1.59 | -2.57 | -0.56 | -4.89 | -0.95 | -3.96 | 1.01 | -1.62 | -1.69 | 1.24 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 5.00 | 3.00 | 4.00 | 3.00 | 4.00 | 4.00 | 3.00 |
| % Dividends | 0.24 | 0.81 | 0.68 | 0.48 | 0.46 | 0.58 | 0.57 | 0.47 | 0.47 | 0.50 | 0.49 |
| % Yield | 0.89 | 3.13 | 3.25 | 1.96 | 1.67 | 2.38 | 2.31 | 2.13 | 1.91 | 2.22 | 2.28 |
| Capital Gains ($) | 0.00 | 0.55 | 0.00 | 0.82 | 0.98 | 0.00 | 0.50 | 0.88 | 0.50 | 0.00 | 0.37 |
| Expense Ratio | 1.31 | 1.32 | 1.32 | 1.31 | 1.31 | 1.32 | 1.34 | 1.34 | 1.35 | 1.36 | 1.35 |
* 1 = Top 20%, 5 = Bottom 20%