Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAIEX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS F-2) | 8.91% | 21.53% | 18.00% | 7.79% | 9.87% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 06/04/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 21.53 | 18.00 | 7.79 | 9.87 | NA | NA | … | … | 8.91 | 18.48 | 14.82 | 19.07 | -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 | 2.04 | 1.37 | 0.42 | 0.63 | NA | NA | … | … | 1.73 | 1.22 | 1.16 | 1.58 | -1.12 | 1.13 | 0.55 | 2.28 | -0.59 | 3.76 | 0.70 | -0.07 | 0.85 | 2.50 | 1.95 |
| Standard Deviation(%) | NA | 10.04 | 11.11 | 12.83 | 13.36 | NA | NA | … | … | 12.05 | 12.87 | 9.65 | 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 | 8.11 | 12.80 | 25.82 | 26.51 | NA | NA | … | … | 8.11 | 12.80 | 5.35 | 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 | 6.24 | 5.66 | 3.58 | 4.91 | 5.44 | 4.08 | … | … | 0.25 | 6.67 | 5.53 | 3.49 | 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 06/04/2026, Common starting date 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) |
1.05%
Dec 2019 – Dec 2022 |
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) |
18.66%
May 2023 – May 2026 |
12.81%
Oct 2016 – Oct 2021 |
10.30%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart