All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

AIVSX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

AIVSX real return snapshot: after CPI-U inflation, AIVSX returned +9.11% over the past year and +5.95% YTD, with dividends reinvested. Since Nov. 5, 1984, AIVSX is up +2,394.80% in real purchasing-power return, or +7.98%/yr, and is currently −4.29% below its real total-return high on Aug. 7, 2026.

Data ending Mon Sep. 28, 2026

Growth of $10,000

Mon 1984-11-05💬 to Mon 2026-09-28 Overall
Return
Exponential
Trendline
AIVSX
×
+2,394.80%
+7.98%/yr
+7.29%/yr
R2=0.953
Investment Co Of America Class A Mutual Fund

Growth of $10,000 Summary

Mon 1984-11-05💬 to Mon 2026-09-28 Start
Value
End
Value
AIVSX
×
$10,000.00
1984-11-05
$249,479.96
2026-09-28

This Year’s Performance

through 2026-09-28

  YTD YoY
AIVSX
×
+5.95% +9.11%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AIVSX
×
−4.29%
on 2026-09-28
from 2026-08-07 peak
−51.54%
on 2009-03-09
from 2007-10-09 peak

Rolling Returns

Period ending Mon 2026-09-28 1 yr 2 yr 3 yr 5 yr 10 yr
AIVSX
×
+9.11% +27.20%
+12.78%/yr
+71.35%
+19.66%/yr
+58.67%
+9.67%/yr
+165.94%
+10.28%/yr

Annual Returns

Year AIVSX
2026 (YTD) +5.95%
2025 +17.34%
2024 +21.40%
2023 +24.39%
2022 −20.63%
2021 +16.88%
2020 +12.93%
2019 +21.77%
2018 −8.37%
2017 +17.30%
2016 +12.27%
2015 −2.24%
2014 +12.29%
2013 +31.19%
2012 +13.71%
2011 −4.58%
2010 +9.24%
2009 +23.83%
2008 −34.78%
2007 +2.18%
2006 +13.66%
2005 +3.45%
2004 +6.35%
2003 +23.99%
2002 −16.25%
2001 −6.01%
2000 +0.83%
1999 +14.52%
1998 +22.06%
1997 +28.91%
1996 +15.54%
1995 +28.50%
1994 −0.97%
1993 +10.32%
1992 +4.86%
1991 +25.36%
1990 −3.44%
1989 +16.99%
1988 +2.49%
1987 −5.10%
1986 −0.38%
1985 +18.32%
1984 +0.08%