Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBBGX (American Funds Moderate Growth and Income Portfolio Class ABLE-F-2) | 7.65% | 19.23% | 15.34% | 7.93% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBBGX (American Funds Moderate Growth and Income Portfolio Class ABLE-F-2) | 11/02/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 19.23 | 15.34 | 7.93 | NA | NA | NA | … | … | 7.65 | 17.28 | 11.67 | 14.18 | -13.33 | 14.24 | 10.65 |
| Sharpe Ratio | NA | 2.13 | 1.33 | 0.53 | NA | NA | NA | … | … | 1.72 | 1.36 | 0.98 | 1.26 | -1.02 | 1.71 | 10.41 |
| Standard Deviation(%) | NA | 8.43 | 9.36 | 10.38 | NA | NA | NA | … | … | 10.19 | 10.61 | 8.21 | 8.45 | 14.54 | 8.30 | 8.28 |
| Draw Down(%) | NA | 7.05 | 10.33 | 20.45 | NA | NA | NA | … | … | 7.05 | 10.33 | 4.20 | 7.90 | 20.45 | 3.56 | 0.93 |
| Yield(%) | 0.00 | 6.58 | 5.00 | 4.63 | 2.95 | 1.97 | 1.48 | … | … | 0.30 | 6.97 | 4.13 | 2.79 | 5.11 | 5.71 | 1.84 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBBGX (American Funds Moderate Growth and Income Portfolio Class ABLE-F-2) |
2.69%
Apr 2021 – Apr 2024 |
7.24%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBBGX (American Funds Moderate Growth and Income Portfolio Class ABLE-F-2) |
16.50%
Sep 2022 – Sep 2025 |
8.89%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart