Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAIFX (American Funds The Income Fund of America Class 529-F-2) | 5.59% | 15.06% | 14.11% | 7.91% | 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 |
|---|---|---|
| FAIFX (American Funds The Income Fund of America Class 529-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 (%) | -0.98 | 15.06 | 14.11 | 7.91 | NA | NA | NA | … | … | 5.59 | 18.03 | 11.13 | 7.84 | -6.23 | 17.60 | 10.03 |
| Sharpe Ratio | NA | 2.02 | 1.35 | 0.61 | NA | NA | NA | … | … | 1.73 | 1.58 | 0.99 | 0.51 | -0.59 | 2.14 | 8.82 |
| Standard Deviation(%) | NA | 7.12 | 8.54 | 9.51 | NA | NA | NA | … | … | 8.40 | 9.65 | 7.59 | 8.27 | 12.97 | 8.21 | 9.06 |
| Draw Down(%) | NA | 6.11 | 8.57 | 15.64 | NA | NA | NA | … | … | 6.11 | 8.57 | 4.15 | 7.85 | 15.64 | 3.47 | 1.01 |
| Yield(%) | 0.00 | 10.11 | 7.65 | 6.53 | 4.18 | 2.78 | 2.09 | … | … | 0.70 | 10.87 | 6.88 | 4.02 | 6.33 | 7.58 | 1.24 |
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 |
|---|---|---|---|---|
| FAIFX (American Funds The Income Fund of America Class 529-F-2) |
3.52%
Apr 2021 – Apr 2024 |
8.34%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAIFX (American Funds The Income Fund of America Class 529-F-2) |
15.03%
Feb 2023 – Feb 2026 |
10.43%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart