Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAIHX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS F-3) | 8.95% | 21.63% | 18.11% | 9.65% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAIHX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS F-3) | 02/03/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 21.63 | 18.11 | 9.65 | NA | NA | NA | … | … | 8.95 | 18.57 | 14.96 | 19.14 | -15.64 | 16.75 | 16.71 | 22.29 | -5.61 | 15.80 |
| Sharpe Ratio | NA | 2.06 | 1.38 | 0.58 | NA | NA | NA | … | … | 1.75 | 1.22 | 1.19 | 1.59 | -0.96 | 1.64 | 0.67 | 2.29 | -0.58 | 3.33 |
| Standard Deviation(%) | NA | 10.05 | 11.07 | 12.48 | NA | NA | NA | … | … | 12.09 | 12.86 | 9.52 | 9.82 | 17.76 | 10.21 | 24.31 | 9.10 | 12.11 | 5.08 |
| Draw Down(%) | NA | 8.09 | 12.80 | 22.92 | NA | NA | NA | … | … | 8.09 | 12.80 | 5.20 | 8.78 | 22.92 | 4.26 | 26.48 | 4.77 | 14.95 | 2.05 |
| Yield(%) | 0.00 | 6.36 | 5.78 | 5.16 | 5.91 | 3.94 | 2.96 | … | … | 0.28 | 6.78 | 5.65 | 3.60 | 5.38 | 6.07 | 4.76 | 6.74 | 5.70 | 4.18 |
Data as of 06/04/2026, Common starting date is 02/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAIHX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS F-3) |
3.36%
Mar 2017 – Mar 2020 |
4.94%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAIHX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS F-3) |
19.97%
Sep 2022 – Sep 2025 |
13.05%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart