Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAIOX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS A) | 8.64% | 21.61% | 17.69% | 7.66% | 9.40% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAIOX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS A) | 05/24/2012 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 21.61 | 17.69 | 7.66 | 9.40 | NA | NA | … | … | 8.64 | 18.28 | 14.54 | 18.77 | -19.41 | 12.00 | 13.55 | 21.89 | -5.94 | 19.12 | 5.13 | -0.99 | 7.03 | 20.85 | 11.03 |
| Sharpe Ratio | NA | 2.02 | 1.34 | 0.40 | 0.59 | NA | NA | … | … | 1.71 | 1.20 | 1.14 | 1.55 | -1.13 | 1.10 | 0.54 | 2.25 | -0.61 | 3.65 | 0.44 | -0.09 | 0.82 | 2.47 | 1.93 |
| Standard Deviation(%) | NA | 10.05 | 11.09 | 12.82 | 13.39 | NA | NA | … | … | 12.07 | 12.85 | 9.60 | 9.87 | 18.51 | 10.90 | 24.44 | 9.07 | 12.12 | 5.08 | 11.12 | 11.16 | 8.59 | 8.44 | 9.94 |
| Draw Down(%) | NA | 8.12 | 12.82 | 25.95 | 26.55 | NA | NA | … | … | 8.12 | 12.82 | 5.36 | 8.87 | 23.11 | 4.22 | 26.55 | 4.83 | 15.22 | 2.05 | 7.63 | 10.64 | 6.31 | 6.54 | 4.41 |
| Yield(%) | 0.00 | 6.06 | 5.41 | 3.39 | 4.42 | 4.93 | 3.70 | … | … | 0.21 | 6.46 | 5.31 | 3.25 | 1.64 | 1.42 | 1.76 | 6.36 | 5.37 | 3.95 | 1.67 | 4.37 | 3.82 | 2.37 | 2.06 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| GAIOX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS A) |
0.83%
Dec 2019 – Dec 2022 |
3.28%
Dec 2017 – Dec 2022 |
5.32%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAIOX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS A) |
18.41%
May 2023 – May 2026 |
12.01%
Oct 2016 – Oct 2021 |
9.80%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart