Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIPEX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-E) | 4.52% | 13.21% | 11.64% | 5.47% | 6.34% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIPEX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-E) | 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 | 13.21 | 11.64 | 5.47 | 6.34 | NA | NA | … | … | 4.52 | 14.04 | 8.96 | 9.22 | -10.29 | 10.72 | 3.18 | 15.63 | -3.89 | 11.16 | 9.03 | -2.88 | 6.19 | 11.99 | 7.56 |
| Sharpe Ratio | NA | 1.94 | 1.31 | 0.40 | 0.57 | NA | NA | … | … | 1.36 | 1.49 | 0.92 | 0.87 | -1.11 | 1.74 | 0.17 | 2.70 | -0.73 | 3.16 | 1.18 | -0.38 | 1.19 | 2.19 | 2.38 |
| Standard Deviation(%) | NA | 5.90 | 6.74 | 7.57 | 8.41 | NA | NA | … | … | 7.11 | 7.54 | 5.84 | 6.45 | 10.56 | 6.15 | 16.96 | 5.25 | 7.21 | 3.33 | 7.44 | 7.63 | 5.21 | 5.47 | 5.44 |
| Draw Down(%) | NA | 5.18 | 7.08 | 16.81 | 21.27 | NA | NA | … | … | 5.18 | 7.08 | 3.24 | 6.35 | 15.53 | 2.55 | 21.27 | 2.67 | 9.37 | 1.22 | 4.78 | 8.22 | 4.00 | 5.36 | 2.90 |
| Yield(%) | 0.00 | 5.46 | 5.38 | 3.92 | 4.21 | 4.20 | 3.15 | … | … | 0.61 | 5.81 | 5.13 | 4.72 | 2.73 | 2.62 | 3.26 | 4.80 | 4.17 | 3.23 | 2.77 | 3.36 | 3.48 | 2.84 | 2.34 |
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 |
|---|---|---|---|---|
| CIPEX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-E) |
0.25%
Sep 2019 – Sep 2022 |
1.91%
Sep 2017 – Sep 2022 |
3.65%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIPEX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-E) |
12.14%
Sep 2022 – Sep 2025 |
7.46%
Oct 2016 – Oct 2021 |
7.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart