Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAITX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS C) | 8.38% | 20.28% | 16.84% | 6.74% | 8.83% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAITX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS C) | 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 (%) | 0.13 | 20.28 | 16.84 | 6.74 | 8.83 | NA | NA | … | … | 8.38 | 17.37 | 13.75 | 17.87 | -20.06 | 11.22 | 12.72 | 20.91 | -6.60 | 18.17 | 7.02 | -1.74 | 6.20 | 19.94 | 10.53 |
| Sharpe Ratio | NA | 1.91 | 1.26 | 0.34 | 0.55 | NA | NA | … | … | 1.61 | 1.13 | 1.04 | 1.46 | -1.16 | 1.02 | 0.51 | 2.13 | -0.67 | 3.51 | 0.63 | -0.16 | 0.72 | 2.36 | 1.83 |
| Standard Deviation(%) | NA | 10.06 | 11.15 | 12.86 | 13.38 | NA | NA | … | … | 12.09 | 12.91 | 9.73 | 9.84 | 18.51 | 10.93 | 24.49 | 9.14 | 12.04 | 5.01 | 10.74 | 11.23 | 8.58 | 8.44 | 9.99 |
| Draw Down(%) | NA | 8.21 | 12.96 | 26.39 | 26.62 | NA | NA | … | … | 8.21 | 12.96 | 5.45 | 9.00 | 23.54 | 4.30 | 26.62 | 4.93 | 15.82 | 2.06 | 7.73 | 10.84 | 6.38 | 6.64 | 4.51 |
| Yield(%) | 0.00 | 5.30 | 4.56 | 2.66 | 3.75 | 4.12 | 3.09 | … | … | 0.05 | 5.68 | 4.51 | 2.45 | 0.99 | 0.63 | 1.03 | 5.58 | 4.67 | 3.13 | 3.65 | 3.63 | 3.06 | 1.68 | 1.76 |
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 |
|---|---|---|---|---|
| GAITX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS C) |
0.07%
Dec 2019 – Dec 2022 |
2.51%
Dec 2017 – Dec 2022 |
4.79%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAITX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS C) |
17.51%
May 2023 – May 2026 |
11.71%
Oct 2016 – Oct 2021 |
9.26%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart