Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGNBX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-B) | NA | 11.22% | 5.36% | NA | NA | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGNBX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-B) | 05/24/2012 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 11.22 | 5.36 | NA | NA | NA | NA | … | … | 5.45 | 7.12 | -1.81 | 6.07 | 19.86 | 10.43 |
| Sharpe Ratio | NA | 1.28 | 0.53 | NA | NA | NA | NA | … | … | 4.73 | 0.64 | -0.16 | 0.71 | 2.34 | 1.84 |
| Standard Deviation(%) | NA | 8.52 | 9.94 | NA | NA | NA | NA | … | … | 4.51 | 10.80 | 11.23 | 8.58 | 8.46 | 9.84 |
| Draw Down(%) | NA | 5.23 | 13.31 | NA | NA | NA | NA | … | … | 1.08 | 7.70 | 10.92 | 6.33 | 6.56 | 4.42 |
| Yield(%) | 0.00 | 3.06 | 3.09 | 3.12 | 1.56 | 1.04 | 0.78 | … | … | 0.00 | 3.38 | 3.39 | 2.87 | 1.43 | 1.67 |
Data as of 04/10/2017, 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 |
|---|---|---|---|---|
| CGNBX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-B) |
3.72%
Dec 2013 – Dec 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGNBX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-B) |
11.15%
Jun 2012 – Jun 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart