Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/20/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| GAIOX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS A) | 9.10% | 4.36% | 6.80% | 8.76% | 8.09% | 6.60% | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAIOX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS A) | 05/24/2012 | 05/20/2025 |
The return data shown below all have the same latest date: 05/20/2025.
AR inception is since 05/24/2012.
AR inception is since 05/24/2012.
| 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 (%) | 1.07 | 6.80 | 8.76 | 8.09 | 6.60 | NA | NA | 9.10 | 4.36 | 10.48 | 17.84 | -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 | 0.03 | 0.29 | 0.44 | 0.35 | NA | NA | 0.56 | 0.47 | 0.37 | 1.39 | -1.13 | 1.10 | 0.54 | 2.26 | -0.60 | 3.66 | 0.44 | -0.09 | 0.82 | 2.47 | 1.93 |
| Standard Deviation(%) | NA | 14.08 | 13.64 | 13.53 | 13.63 | NA | NA | 12.70 | 17.97 | 10.49 | 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 | 14.83 | 14.83 | 25.95 | 26.55 | NA | NA | 26.55 | 13.08 | 6.43 | 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 | 0.80 | 1.68 | 1.83 | 3.09 | 3.53 | 2.65 | 4.41 | 0.00 | 1.19 | 2.35 | 1.64 | 1.42 | 1.76 | 6.36 | 5.37 | 3.95 | 1.67 | 4.37 | 3.82 | 2.37 | 2.06 |
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) |
0.63%
Apr 2021 - Apr 2024 |
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) |
15.73%
Dec 2018 - Dec 2021 |
12.01%
Oct 2016 - Oct 2021 |
7.85%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart