Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGLGX (American Funds Growth and Income Portfolio Class ABLE-F-2) | 8.91% | 21.61% | 18.06% | 9.62% | 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 |
|---|---|---|
| CGLGX (American Funds 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 (%) | 0.13 | 21.61 | 18.06 | 9.62 | NA | NA | NA | … | … | 8.91 | 18.56 | 14.98 | 19.09 | -15.66 | 16.69 | 12.99 |
| Sharpe Ratio | NA | 2.06 | 1.37 | 0.58 | NA | NA | NA | … | … | 1.74 | 1.22 | 1.18 | 1.57 | -0.96 | 1.63 | 11.43 |
| Standard Deviation(%) | NA | 10.04 | 11.12 | 12.51 | NA | NA | NA | … | … | 12.07 | 12.87 | 9.63 | 9.90 | 17.80 | 10.20 | 9.78 |
| Draw Down(%) | NA | 8.09 | 12.79 | 22.96 | NA | NA | NA | … | … | 8.09 | 12.79 | 5.35 | 8.79 | 22.96 | 4.21 | 0.90 |
| Yield(%) | 0.00 | 6.27 | 5.68 | 5.08 | 3.43 | 2.28 | 1.71 | … | … | 0.26 | 6.69 | 5.57 | 3.49 | 5.30 | 6.02 | 3.37 |
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 |
|---|---|---|---|---|
| CGLGX (American Funds Growth and Income Portfolio Class ABLE-F-2) |
3.95%
Apr 2021 – Apr 2024 |
8.44%
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 |
|---|---|---|---|---|
| CGLGX (American Funds Growth and Income Portfolio Class ABLE-F-2) |
19.93%
Sep 2022 – Sep 2025 |
10.42%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart