Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INPCX (AMERICAN FUNDS INCOME PORTFOLIO CLASS C) | 3.52% | 11.51% | 10.82% | 4.73% | 5.74% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INPCX (AMERICAN FUNDS INCOME PORTFOLIO CLASS C) | 05/24/2012 | 06/05/2026 |
| 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 (%) | -1.09 | 11.51 | 10.82 | 4.73 | 5.74 | NA | NA | … | … | 3.52 | 13.42 | 8.49 | 8.66 | -10.70 | 10.16 | 2.76 | 14.97 | -4.27 | 10.71 | 8.53 | -3.30 | 5.77 | 11.55 | 7.18 |
| Sharpe Ratio | NA | 1.86 | 1.23 | 0.34 | 0.51 | NA | NA | … | … | 1.32 | 1.42 | 0.83 | 0.77 | -1.15 | 1.66 | 0.15 | 2.57 | -0.79 | 2.94 | 1.12 | -0.44 | 1.10 | 2.10 | 2.30 |
| Standard Deviation(%) | NA | 5.86 | 6.73 | 7.57 | 8.41 | NA | NA | … | … | 7.05 | 7.47 | 5.89 | 6.52 | 10.61 | 6.09 | 16.93 | 5.25 | 7.17 | 3.44 | 7.40 | 7.53 | 5.22 | 5.49 | 5.35 |
| Draw Down(%) | NA | 5.24 | 7.06 | 17.10 | 21.30 | NA | NA | … | … | 5.24 | 7.06 | 3.25 | 6.42 | 15.83 | 2.53 | 21.30 | 2.68 | 9.79 | 1.17 | 4.88 | 8.45 | 4.03 | 5.46 | 2.91 |
| Yield(%) | 0.00 | 4.99 | 4.89 | 3.47 | 3.71 | 3.70 | 2.77 | … | … | 0.52 | 5.34 | 4.64 | 4.26 | 2.30 | 2.11 | 2.81 | 4.30 | 3.74 | 2.77 | 2.44 | 2.94 | 3.05 | 2.50 | 2.16 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| INPCX (AMERICAN FUNDS INCOME PORTFOLIO CLASS C) |
-0.21%
Sep 2019 – Sep 2022 |
1.43%
Sep 2017 – Sep 2022 |
3.18%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INPCX (AMERICAN FUNDS INCOME PORTFOLIO CLASS C) |
11.61%
Sep 2022 – Sep 2025 |
6.96%
Oct 2016 – Oct 2021 |
6.53%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart