Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INPDX (AMERICAN FUNDS INCOME PORTFOLIO CLASS F-3) | 5.08% | 13.81% | 12.38% | 6.73% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INPDX (AMERICAN FUNDS INCOME PORTFOLIO CLASS F-3) | 01/30/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 13.81 | 12.38 | 6.73 | NA | NA | NA | … | … | 5.08 | 14.59 | 9.58 | 9.87 | -8.41 | 13.31 | 6.03 | 16.17 | -3.23 | 10.63 |
| Sharpe Ratio | NA | 2.06 | 1.41 | 0.58 | NA | NA | NA | … | … | 1.48 | 1.56 | 1.03 | 0.97 | -0.95 | 2.26 | 0.34 | 2.79 | -0.64 | 3.16 |
| Standard Deviation(%) | NA | 5.91 | 6.72 | 7.48 | NA | NA | NA | … | … | 7.12 | 7.52 | 5.78 | 6.45 | 10.44 | 5.87 | 16.91 | 5.26 | 7.18 | 3.46 |
| Draw Down(%) | NA | 5.19 | 6.96 | 15.16 | NA | NA | NA | … | … | 5.19 | 6.96 | 3.23 | 6.20 | 15.16 | 2.47 | 21.25 | 2.67 | 8.81 | 1.15 |
| Yield(%) | 0.00 | 6.02 | 6.00 | 5.06 | 5.10 | 3.40 | 2.55 | … | … | 0.74 | 6.42 | 5.74 | 5.33 | 4.55 | 5.15 | 5.86 | 5.41 | 4.76 | 3.86 |
Data as of 06/04/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INPDX (AMERICAN FUNDS INCOME PORTFOLIO CLASS F-3) |
2.13%
Mar 2017 – Mar 2020 |
3.30%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INPDX (AMERICAN FUNDS INCOME PORTFOLIO CLASS F-3) |
13.34%
Sep 2022 – Sep 2025 |
9.15%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart