Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIPGX (AMERICAN FUNDS CONSERVATIVE GROWTH AND INCOME PORTFOLIO CLASS ABLE-A) | 4.80% | 13.69% | 12.05% | 6.54% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIPGX (AMERICAN FUNDS CONSERVATIVE GROWTH AND INCOME PORTFOLIO CLASS ABLE-A) | 07/19/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 13.69 | 12.05 | 6.54 | NA | NA | NA | … | … | 4.80 | 14.37 | 9.29 | 9.65 | -8.67 | 13.20 | 5.61 | 15.83 | -3.50 |
| Sharpe Ratio | NA | 2.01 | 1.36 | 0.55 | NA | NA | NA | … | … | 1.44 | 1.54 | 0.96 | 0.93 | -0.98 | 2.28 | 0.32 | 2.75 | -1.30 |
| Standard Deviation(%) | NA | 5.90 | 6.75 | 7.48 | NA | NA | NA | … | … | 7.11 | 7.51 | 5.89 | 6.47 | 10.39 | 5.78 | 16.93 | 5.22 | 7.07 |
| Draw Down(%) | NA | 5.18 | 7.01 | 15.34 | NA | NA | NA | … | … | 5.18 | 7.01 | 3.24 | 6.27 | 15.34 | 2.48 | 21.28 | 2.67 | 7.87 |
| Yield(%) | 0.00 | 5.76 | 5.71 | 4.84 | 4.11 | 2.74 | 2.06 | … | … | 0.68 | 6.13 | 5.45 | 5.05 | 4.31 | 4.95 | 5.56 | 5.06 | 3.16 |
Data as of 06/03/2026, Common starting date is 07/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIPGX (AMERICAN FUNDS CONSERVATIVE GROWTH AND INCOME PORTFOLIO CLASS ABLE-A) |
1.88%
Sep 2019 – Sep 2022 |
3.91%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIPGX (AMERICAN FUNDS CONSERVATIVE GROWTH AND INCOME PORTFOLIO CLASS ABLE-A) |
13.09%
Sep 2022 – Sep 2025 |
8.92%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart