Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIPFX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-F-1) | 5.04% | 13.71% | 12.18% | 5.87% | 6.79% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIPFX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-F-1) | 05/24/2012 | 06/04/2026 |
| 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 (%) | 0.14 | 13.71 | 12.18 | 5.87 | 6.79 | NA | NA | … | … | 5.04 | 14.41 | 9.39 | 9.66 | -9.90 | 11.21 | 3.67 | 16.13 | -3.41 | 11.66 | 9.30 | -2.42 | 6.75 | 12.59 | 7.76 |
| Sharpe Ratio | NA | 2.02 | 1.37 | 0.46 | 0.62 | NA | NA | … | … | 1.44 | 1.54 | 0.99 | 0.93 | -1.07 | 1.84 | 0.20 | 2.80 | -0.68 | 3.34 | 1.22 | -0.33 | 1.30 | 2.27 | 2.47 |
| Standard Deviation(%) | NA | 5.93 | 6.76 | 7.58 | 8.41 | NA | NA | … | … | 7.14 | 7.50 | 5.84 | 6.54 | 10.58 | 6.07 | 16.97 | 5.24 | 7.12 | 3.31 | 7.42 | 7.50 | 5.17 | 5.52 | 5.38 |
| Draw Down(%) | NA | 5.22 | 6.98 | 16.50 | 21.23 | NA | NA | … | … | 5.22 | 6.98 | 3.23 | 6.32 | 15.25 | 2.47 | 21.23 | 2.66 | 8.96 | 1.18 | 4.86 | 8.08 | 3.96 | 5.35 | 2.81 |
| Yield(%) | 0.00 | 5.86 | 5.81 | 4.28 | 4.65 | 4.68 | 3.51 | … | … | 0.70 | 6.25 | 5.55 | 5.14 | 3.10 | 3.03 | 3.71 | 5.28 | 4.65 | 3.72 | 3.13 | 3.80 | 3.94 | 3.31 | 2.54 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CIPFX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-F-1) |
0.70%
Sep 2019 – Sep 2022 |
2.37%
Sep 2017 – Sep 2022 |
4.09%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIPFX (AMERICAN FUNDS INCOME PORTFOLIO CLASS 529-F-1) |
12.58%
Sep 2022 – Sep 2025 |
7.96%
Oct 2016 – Oct 2021 |
7.47%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart