Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGGIX (American Funds Growth and Income Portfolio Class 529-F-2) | 8.74% | 21.85% | 17.93% | 9.65% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGGIX (American Funds Growth and Income Portfolio Class 529-F-2) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 21.85 | 17.93 | 9.65 | NA | NA | NA | … | … | 8.74 | 18.46 | 14.85 | 19.05 | -15.74 | 16.56 | 12.96 |
| Sharpe Ratio | NA | 2.04 | 1.36 | 0.57 | NA | NA | NA | … | … | 1.74 | 1.21 | 1.16 | 1.57 | -0.97 | 1.61 | 11.49 |
| Standard Deviation(%) | NA | 10.06 | 11.14 | 12.52 | NA | NA | NA | … | … | 12.05 | 12.89 | 9.71 | 9.89 | 17.78 | 10.27 | 9.70 |
| Draw Down(%) | NA | 8.12 | 12.78 | 23.03 | NA | NA | NA | … | … | 8.12 | 12.78 | 5.36 | 8.81 | 23.03 | 4.22 | 0.85 |
| Yield(%) | 0.00 | 6.28 | 5.67 | 5.09 | 3.41 | 2.27 | 1.70 | … | … | 0.26 | 6.69 | 5.55 | 3.49 | 5.29 | 5.95 | 3.34 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| FGGIX (American Funds Growth and Income Portfolio Class 529-F-2) |
3.87%
Apr 2021 – Apr 2024 |
8.36%
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 |
|---|---|---|---|---|
| FGGIX (American Funds Growth and Income Portfolio Class 529-F-2) |
19.86%
Sep 2022 – Sep 2025 |
10.33%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart