Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAIEX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS F-2) | 7.44% | 13.24% | 12.13% | 8.83% | 7.90% | NA | NA | 9.35% |
Data as of 06/25/2025, AR inception is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAIEX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS F-2) | 05/24/2012 | 06/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.94 | 13.24 | 12.13 | 8.83 | 7.90 | NA | NA | 9.35 | 7.44 | 10.68 | 18.14 | -19.29 | 12.30 | 13.84 | 22.13 | -5.70 | 19.35 | 7.82 | -0.72 | 7.22 | 21.19 | 11.14 |
| Sharpe Ratio | NA | 0.62 | 0.76 | 0.49 | 0.47 | NA | NA | 0.65 | 0.65 | 0.39 | 1.42 | -1.12 | 1.13 | 0.55 | 2.29 | -0.58 | 3.76 | 0.70 | -0.07 | 0.85 | 2.50 | 1.95 |
| Standard Deviation(%) | NA | 13.53 | 12.85 | 13.17 | 13.54 | NA | NA | 12.60 | 16.51 | 10.57 | 9.86 | 18.48 | 10.91 | 24.44 | 9.06 | 12.05 | 5.00 | 10.82 | 11.18 | 8.50 | 8.46 | 9.92 |
| Draw Down(%) | NA | 12.80 | 13.19 | 25.82 | 26.51 | NA | NA | 26.51 | 12.80 | 6.47 | 8.80 | 22.99 | 4.21 | 26.51 | 4.76 | 15.00 | 1.98 | 7.61 | 10.55 | 6.26 | 6.54 | 4.41 |
| Yield(%) | 0.00 | 5.10 | 3.56 | 3.03 | 4.18 | 4.52 | 3.39 | 5.21 | 0.35 | 5.53 | 2.58 | 1.83 | 1.68 | 1.97 | 6.61 | 5.60 | 4.17 | 4.38 | 4.55 | 4.01 | 2.58 | 2.17 |
Data as of 06/25/2025, AR inception is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAIEX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS F-2) |
0.88%
Apr 2021 - Apr 2024 |
3.51%
Dec 2017 - Dec 2022 |
5.80%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAIEX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS F-2) |
16.01%
Dec 2018 - Dec 2021 |
12.81%
Oct 2016 - Oct 2021 |
8.34%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart