Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INPBX (AMERICAN FUNDS INCOME PORTFOLIO CLASS B) | NA | 8.75% | 4.14% | NA | NA | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INPBX (AMERICAN FUNDS INCOME PORTFOLIO CLASS B) | 05/24/2012 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 8.75 | 4.14 | NA | NA | NA | NA | … | … | 3.31 | 8.63 | -3.26 | 5.66 | 11.56 | 7.22 |
| Sharpe Ratio | NA | 1.43 | 0.60 | NA | NA | NA | NA | … | … | 3.54 | 1.12 | -0.43 | 1.08 | 2.11 | 2.29 |
| Standard Deviation(%) | NA | 5.87 | 6.76 | NA | NA | NA | NA | … | … | 3.50 | 7.48 | 7.57 | 5.24 | 5.45 | 5.39 |
| Draw Down(%) | NA | 3.74 | 10.70 | NA | NA | NA | NA | … | … | 1.14 | 4.86 | 8.49 | 4.04 | 5.45 | 3.00 |
| Yield(%) | 0.00 | 1.58 | 2.39 | 2.75 | 1.38 | 0.92 | 0.69 | … | … | 0.01 | 2.21 | 2.80 | 2.95 | 2.42 | 2.10 |
Data as of 04/10/2017, 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 |
|---|---|---|---|---|
| INPBX (AMERICAN FUNDS INCOME PORTFOLIO CLASS B) |
3.06%
Feb 2013 – Feb 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INPBX (AMERICAN FUNDS INCOME PORTFOLIO CLASS B) |
7.22%
Jun 2012 – Jun 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart