Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAIFX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS F-1) | 6.27% | 18.49% | 16.77% | 7.02% | 9.34% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAIFX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS F-1) | 05/24/2012 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.38 | 18.49 | 16.77 | 7.02 | 9.34 | NA | NA | … | … | 6.27 | 18.16 | 14.56 | 18.72 | -19.50 | 12.03 | 13.50 | 21.86 | -5.97 | 19.07 | 7.64 | -1.04 | 6.96 | 20.82 | 11.04 |
| Sharpe Ratio | NA | 2.01 | 1.33 | 0.40 | 0.60 | NA | NA | … | … | 1.70 | 1.19 | 1.13 | 1.54 | -1.14 | 1.10 | 0.54 | 2.24 | -0.61 | 3.64 | 0.69 | -0.10 | 0.81 | 2.46 | 1.95 |
| Standard Deviation(%) | NA | 10.05 | 11.14 | 12.83 | 13.36 | NA | NA | … | … | 12.09 | 12.90 | 9.65 | 9.86 | 18.49 | 10.88 | 24.38 | 9.09 | 12.11 | 5.08 | 10.73 | 11.19 | 8.60 | 8.43 | 9.83 |
| Draw Down(%) | NA | 8.13 | 12.82 | 25.98 | 26.55 | NA | NA | … | … | 8.13 | 12.82 | 5.36 | 8.81 | 23.14 | 4.22 | 26.55 | 4.83 | 15.24 | 2.05 | 7.63 | 10.68 | 6.33 | 6.54 | 4.41 |
| Yield(%) | 0.00 | 5.99 | 5.36 | 3.33 | 4.59 | 5.09 | 3.81 | … | … | 0.20 | 6.40 | 5.26 | 3.21 | 1.59 | 1.39 | 1.72 | 6.33 | 5.34 | 3.90 | 4.19 | 4.31 | 3.75 | 2.33 | 2.07 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| GAIFX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS F-1) |
0.78%
Dec 2019 – Dec 2022 |
3.24%
Dec 2017 – Dec 2022 |
5.52%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAIFX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS F-1) |
18.35%
May 2023 – May 2026 |
12.52%
Oct 2016 – Oct 2021 |
10.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart