Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGNEX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-E) | 6.16% | 18.20% | 16.51% | 6.77% | 9.12% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGNEX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-E) | 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 (%) | -2.39 | 18.20 | 16.51 | 6.77 | 9.12 | NA | NA | … | … | 6.16 | 17.90 | 14.29 | 18.37 | -19.63 | 11.77 | 13.59 | 21.56 | -6.20 | 18.73 | 7.43 | -1.31 | 6.69 | 20.42 | 10.85 |
| Sharpe Ratio | NA | 1.99 | 1.31 | 0.38 | 0.59 | NA | NA | … | … | 1.69 | 1.17 | 1.11 | 1.50 | -1.14 | 1.07 | 0.54 | 2.21 | -0.63 | 3.67 | 0.67 | -0.12 | 0.79 | 2.40 | 1.91 |
| Standard Deviation(%) | NA | 10.02 | 11.11 | 12.85 | 13.36 | NA | NA | … | … | 12.02 | 12.89 | 9.62 | 9.91 | 18.53 | 10.93 | 24.38 | 9.11 | 12.08 | 4.94 | 10.85 | 11.19 | 8.50 | 8.48 | 9.87 |
| Draw Down(%) | NA | 8.12 | 12.87 | 26.14 | 26.57 | NA | NA | … | … | 8.12 | 12.87 | 5.38 | 8.90 | 23.32 | 4.28 | 26.57 | 4.84 | 15.41 | 2.05 | 7.64 | 10.76 | 6.34 | 6.55 | 4.42 |
| Yield(%) | 0.00 | 5.78 | 5.11 | 3.12 | 4.36 | 4.79 | 3.60 | … | … | 0.15 | 6.17 | 5.03 | 2.98 | 1.41 | 1.16 | 1.83 | 6.09 | 5.12 | 3.63 | 3.98 | 4.05 | 3.48 | 2.04 | 1.98 |
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 |
|---|---|---|---|---|
| CGNEX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-E) |
0.64%
Apr 2021 – Apr 2024 |
3.07%
Dec 2017 – Dec 2022 |
5.30%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGNEX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-E) |
18.06%
May 2023 – May 2026 |
12.31%
Oct 2016 – Oct 2021 |
9.81%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart