Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBAGX (AMERICAN FUNDS MODERATE GROWTH AND INCOME PORTFOLIO CLASS ABLE-A) | 7.36% | 19.16% | 15.04% | 7.80% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/16/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBAGX (AMERICAN FUNDS MODERATE GROWTH AND INCOME PORTFOLIO CLASS ABLE-A) | 07/16/2018 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 19.16 | 15.04 | 7.80 | NA | NA | NA | … | … | 7.36 | 17.11 | 11.39 | 13.89 | -13.51 | 14.01 | 13.21 | 19.48 | -6.34 |
| Sharpe Ratio | NA | 2.09 | 1.30 | 0.51 | NA | NA | NA | … | … | 1.68 | 1.34 | 0.95 | 1.23 | -1.03 | 1.70 | 0.64 | 2.49 | -1.46 |
| Standard Deviation(%) | NA | 8.47 | 9.36 | 10.37 | NA | NA | NA | … | … | 10.23 | 10.64 | 8.21 | 8.40 | 14.56 | 8.25 | 20.13 | 7.23 | 10.13 |
| Draw Down(%) | NA | 7.05 | 10.39 | 20.63 | NA | NA | NA | … | … | 7.05 | 10.39 | 4.20 | 7.90 | 20.63 | 3.54 | 23.18 | 3.61 | 10.52 |
| Yield(%) | 0.00 | 6.40 | 4.77 | 4.47 | 3.84 | 2.56 | 1.92 | … | … | 0.26 | 6.74 | 3.91 | 2.58 | 4.93 | 5.55 | 2.81 | 4.44 | 3.67 |
Data as of 06/03/2026, Common starting date is 07/16/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBAGX (AMERICAN FUNDS MODERATE GROWTH AND INCOME PORTFOLIO CLASS ABLE-A) |
2.47%
Apr 2021 – Apr 2024 |
5.13%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBAGX (AMERICAN FUNDS MODERATE GROWTH AND INCOME PORTFOLIO CLASS ABLE-A) |
16.22%
Sep 2022 – Sep 2025 |
10.33%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart