Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIPCX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-C) | 4.35% | 12.67% | 11.09% | 4.93% | 5.80% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIPCX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-C) | 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 | 12.67 | 11.09 | 4.93 | 5.80 | NA | NA | … | … | 4.35 | 13.42 | 8.35 | 8.68 | -10.74 | 10.16 | 2.66 | 14.91 | -4.31 | 10.60 | 8.56 | -3.42 | 5.65 | 11.43 | 7.15 |
| Sharpe Ratio | NA | 1.83 | 1.22 | 0.33 | 0.50 | NA | NA | … | … | 1.29 | 1.41 | 0.81 | 0.78 | -1.16 | 1.68 | 0.14 | 2.56 | -0.80 | 2.99 | 1.13 | -0.46 | 1.08 | 2.07 | 2.29 |
| Standard Deviation(%) | NA | 5.96 | 6.74 | 7.56 | 8.40 | NA | NA | … | … | 7.16 | 7.50 | 5.84 | 6.50 | 10.55 | 6.05 | 16.95 | 5.25 | 7.15 | 3.34 | 7.40 | 7.52 | 5.22 | 5.51 | 5.33 |
| Draw Down(%) | NA | 5.24 | 7.06 | 17.19 | 21.29 | NA | NA | … | … | 5.24 | 7.06 | 3.25 | 6.42 | 15.91 | 2.54 | 21.29 | 2.76 | 9.81 | 1.26 | 4.88 | 8.50 | 4.06 | 5.37 | 2.91 |
| Yield(%) | 0.00 | 4.94 | 4.83 | 3.43 | 3.66 | 3.62 | 2.71 | … | … | 0.51 | 5.28 | 4.60 | 4.21 | 2.25 | 2.05 | 2.71 | 4.26 | 3.69 | 2.67 | 2.38 | 2.82 | 2.93 | 2.38 | 2.13 |
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 |
|---|---|---|---|---|
| CIPCX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-C) |
-0.26%
Sep 2019 – Sep 2022 |
1.38%
Sep 2017 – Sep 2022 |
3.11%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIPCX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-C) |
11.54%
Sep 2022 – Sep 2025 |
6.92%
Oct 2016 – Oct 2021 |
6.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart