Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIPAX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-A) | 4.72% | 13.49% | 11.92% | 5.73% | 6.67% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIPAX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-A) | 05/24/2012 | 06/03/2026 |
| 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 (%) | 0.07 | 13.49 | 11.92 | 5.73 | 6.67 | NA | NA | … | … | 4.72 | 14.25 | 9.23 | 9.41 | -9.98 | 10.96 | 4.22 | 15.89 | -3.66 | 11.42 | 9.13 | -2.68 | 6.52 | 12.28 | 7.63 |
| Sharpe Ratio | NA | 2.01 | 1.35 | 0.44 | 0.60 | NA | NA | … | … | 1.44 | 1.52 | 0.96 | 0.89 | -1.08 | 1.79 | 0.23 | 2.78 | -0.71 | 3.30 | 1.20 | -0.36 | 1.26 | 2.26 | 2.43 |
| Standard Deviation(%) | NA | 5.88 | 6.75 | 7.59 | 8.43 | NA | NA | … | … | 7.06 | 7.51 | 5.86 | 6.53 | 10.62 | 6.11 | 17.03 | 5.19 | 7.12 | 3.28 | 7.44 | 7.58 | 5.17 | 5.43 | 5.40 |
| Draw Down(%) | NA | 5.20 | 7.02 | 16.65 | 21.27 | NA | NA | … | … | 5.20 | 7.02 | 3.24 | 6.29 | 15.37 | 2.48 | 21.27 | 2.67 | 9.21 | 1.16 | 4.86 | 8.28 | 3.94 | 5.36 | 2.90 |
| Yield(%) | 0.00 | 5.71 | 5.65 | 4.15 | 4.55 | 4.52 | 3.39 | … | … | 0.67 | 6.08 | 5.39 | 4.98 | 2.96 | 2.85 | 4.22 | 5.04 | 4.41 | 3.48 | 2.96 | 3.55 | 3.71 | 3.11 | 2.41 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| CIPAX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-A) |
0.74%
Sep 2019 – Sep 2022 |
2.29%
Sep 2017 – Sep 2022 |
3.95%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIPAX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-A) |
12.42%
Sep 2022 – Sep 2025 |
7.89%
Oct 2016 – Oct 2021 |
7.34%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart