Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGNAX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-A) | 6.29% | 18.54% | 16.78% | 7.03% | 9.38% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGNAX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-A) | 05/24/2012 | 06/05/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.38 | 18.54 | 16.78 | 7.03 | 9.38 | NA | NA | … | … | 6.29 | 18.20 | 14.52 | 18.72 | -19.49 | 12.06 | 13.94 | 21.77 | -5.90 | 18.99 | 7.60 | -1.08 | 6.94 | 20.92 | 10.88 |
| Sharpe Ratio | NA | 2.01 | 1.34 | 0.40 | 0.61 | NA | NA | … | … | 1.71 | 1.20 | 1.13 | 1.54 | -1.14 | 1.10 | 0.56 | 2.23 | -0.60 | 3.71 | 0.68 | -0.10 | 0.82 | 2.47 | 1.91 |
| Standard Deviation(%) | NA | 10.05 | 11.12 | 12.83 | 13.36 | NA | NA | … | … | 12.09 | 12.86 | 9.66 | 9.88 | 18.48 | 10.91 | 24.41 | 9.10 | 12.09 | 4.96 | 10.84 | 11.21 | 8.46 | 8.45 | 9.87 |
| Draw Down(%) | NA | 8.09 | 12.83 | 25.98 | 26.56 | NA | NA | … | … | 8.09 | 12.83 | 5.42 | 8.83 | 23.13 | 4.22 | 26.56 | 4.83 | 15.24 | 2.05 | 7.63 | 10.63 | 6.26 | 6.46 | 4.50 |
| Yield(%) | 0.00 | 6.01 | 5.37 | 3.34 | 4.64 | 5.12 | 3.84 | … | … | 0.21 | 6.42 | 5.27 | 3.20 | 1.61 | 1.41 | 2.10 | 6.33 | 5.34 | 3.89 | 4.15 | 4.27 | 3.73 | 2.33 | 2.01 |
Data as of 06/05/2026, Common starting date is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGNAX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-A) |
0.86%
Apr 2021 – Apr 2024 |
3.33%
Dec 2017 – Dec 2022 |
5.55%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGNAX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-A) |
18.36%
May 2023 – May 2026 |
12.59%
Oct 2016 – Oct 2021 |
10.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart