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GAIBX: AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS B (MUTUAL FUND)
Basic Info
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/24/2012 |
Last Dividend Date: | 12/28/2016 |
12-Mo. Yield | 3.02% |
Expenses | 1.62% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 05/24/2012 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 9.6 | 5.5 | 7.1 | -1.8 | 6.2 | 20.0 | 10.5 |
Sharpe Ratio | NA | 1.26 | 0.53 | 0.99 | 4.55 | 0.63 | -0.16 | 0.72 | 2.37 | 1.84 |
Draw Down(%) | NA | 5.2 | 13.2 | 13.2 | 1.1 | 7.6 | 10.9 | 6.4 | 6.6 | 4.5 |
Standard Deviation(%) | NA | 8.6 | 10.0 | 9.6 | 4.7 | 10.9 | 11.2 | 8.5 | 8.4 | 9.9 |
Treynor Ratio | NA | 0.08 | 0.04 | 0.08 | 0.2 | 0.05 | -0.01 | 0.05 | 0.17 | 0.15 |
Alpha | NA | -0.01 | -0.02 | -0.01 | 0.02 | -0.02 | -0.01 | -0.02 | 0.0 | 0.01 |
Beta | NA | 1.34 | 1.27 | 1.25 | 1.06 | 1.33 | 1.24 | 1.23 | 1.18 | 1.24 |
RSquared | NA | 0.87 | 0.92 | 0.92 | 0.83 | 0.91 | 0.93 | 0.93 | 0.92 | 0.95 |
Yield(%) | N/A | 3.0 | 3.1 | N/A | 0.0 | 3.3 | 3.4 | 2.9 | 1.4 | 1.8 |
Dividend Growth(%) | N/A | -15.6 | N/A | N/A | -100.0 | -8.7 | 21.1 | 137.5 | -11.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/2012
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