Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| INPAX (AMERICAN FUNDS INCOME PORTFOLIO CLASS A) | 8.27% | 10.62% | 7.84% | 5.94% | 5.66% | NA | NA | 6.36% |
Data as of 07/25/2025, AR inception is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INPAX (AMERICAN FUNDS INCOME PORTFOLIO CLASS A) | 05/24/2012 | 07/25/2025 |
| 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 (%) | 0.86 | 10.62 | 7.84 | 5.94 | 5.66 | NA | NA | 6.36 | 8.27 | 7.90 | 8.55 | -10.04 | 10.97 | 3.52 | 15.81 | -3.62 | 11.57 | 8.75 | -2.56 | 6.60 | 12.36 | 7.65 |
| Sharpe Ratio | NA | 0.92 | 0.57 | 0.50 | 0.49 | NA | NA | 0.65 | 1.34 | 0.22 | 0.66 | -1.08 | 1.78 | 0.19 | 2.77 | -0.69 | 3.24 | 1.14 | -0.35 | 1.27 | 2.25 | 2.47 |
| Standard Deviation(%) | NA | 8.07 | 7.84 | 7.81 | 8.63 | NA | NA | 8.00 | 9.07 | 6.06 | 6.58 | 10.60 | 6.15 | 17.00 | 5.20 | 7.15 | 3.39 | 7.49 | 7.47 | 5.18 | 5.48 | 5.32 |
| Draw Down(%) | NA | 7.02 | 9.91 | 16.64 | 21.25 | NA | NA | 21.25 | 7.02 | 3.44 | 6.28 | 15.36 | 2.48 | 21.25 | 2.67 | 9.11 | 1.15 | 4.86 | 8.14 | 4.00 | 5.27 | 2.81 |
| Yield(%) | 0.00 | 3.06 | 3.63 | 3.47 | 3.85 | 3.77 | 2.82 | 4.35 | 0.84 | 4.10 | 4.07 | 2.97 | 2.87 | 3.50 | 5.06 | 4.44 | 3.54 | 2.59 | 3.67 | 3.79 | 3.19 | 2.43 |
Data as of 07/25/2025, AR inception is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INPAX (AMERICAN FUNDS INCOME PORTFOLIO CLASS A) |
0.50%
Sep 2019 - Sep 2022 |
2.18%
Sep 2017 - Sep 2022 |
3.88%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INPAX (AMERICAN FUNDS INCOME PORTFOLIO CLASS A) |
9.98%
Dec 2018 - Dec 2021 |
7.67%
Oct 2016 - Oct 2021 |
5.67%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart