Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIPBX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-B) | NA | 8.69% | 4.09% | 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 |
|---|---|---|
| CIPBX (AMERICAN FUNDS 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 (%) | 0.00 | 8.69 | 4.09 | NA | NA | NA | NA | … | … | 3.29 | 8.67 | -3.41 | 5.62 | 11.45 | 7.23 |
| Sharpe Ratio | NA | 1.45 | 0.60 | NA | NA | NA | NA | … | … | 3.73 | 1.14 | -0.46 | 1.07 | 2.08 | 2.29 |
| Standard Deviation(%) | NA | 5.80 | 6.68 | NA | NA | NA | NA | … | … | 3.31 | 7.39 | 7.50 | 5.22 | 5.50 | 5.41 |
| Draw Down(%) | NA | 3.66 | 10.74 | NA | NA | NA | NA | … | … | 1.14 | 4.86 | 8.51 | 4.08 | 5.45 | 2.91 |
| Yield(%) | 0.00 | 1.88 | 2.43 | 2.75 | 1.38 | 0.92 | 0.69 | … | … | 0.33 | 2.15 | 2.73 | 2.82 | 2.33 | 2.11 |
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 |
|---|---|---|---|---|
| CIPBX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-B) |
3.00%
Feb 2013 – Feb 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 |
|---|---|---|---|---|
| CIPBX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-B) |
7.10%
Jun 2012 – Jun 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart