Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIQGX (American Funds Conservative Growth and Income Portfolio Class ABLE-F-2) | 3.99% | 12.73% | 11.96% | 6.51% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIQGX (American Funds Conservative Growth and Income Portfolio Class ABLE-F-2) | 11/02/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.08 | 12.73 | 11.96 | 6.51 | NA | NA | NA | … | … | 3.99 | 14.59 | 9.58 | 9.77 | -8.40 | 13.34 | 8.09 |
| Sharpe Ratio | NA | 2.07 | 1.40 | 0.58 | NA | NA | NA | … | … | 1.49 | 1.56 | 1.01 | 0.95 | -0.95 | 2.29 | 9.01 |
| Standard Deviation(%) | NA | 5.86 | 6.75 | 7.47 | NA | NA | NA | … | … | 7.05 | 7.52 | 5.91 | 6.48 | 10.36 | 5.82 | 6.79 |
| Draw Down(%) | NA | 5.19 | 7.03 | 15.12 | NA | NA | NA | … | … | 5.19 | 7.03 | 3.23 | 6.22 | 15.12 | 2.49 | 0.83 |
| Yield(%) | 0.00 | 5.96 | 5.92 | 5.00 | 3.25 | 2.17 | 1.63 | … | … | 0.72 | 6.34 | 5.65 | 5.25 | 4.50 | 5.09 | 3.58 |
Data as of 06/05/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIQGX (American Funds Conservative Growth and Income Portfolio Class ABLE-F-2) |
2.70%
Apr 2021 – Apr 2024 |
6.62%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIQGX (American Funds Conservative Growth and Income Portfolio Class ABLE-F-2) |
13.29%
Sep 2022 – Sep 2025 |
8.04%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart