Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INPEX (AMERICAN FUNDS INCOME PORTFOLIO CLASS F-2) | 5.04% | 13.76% | 12.28% | 5.95% | 6.84% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INPEX (AMERICAN FUNDS INCOME PORTFOLIO CLASS F-2) | 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 (%) | 0.14 | 13.76 | 12.28 | 5.95 | 6.84 | NA | NA | … | … | 5.04 | 14.55 | 9.45 | 9.75 | -9.83 | 11.19 | 3.74 | 16.12 | -3.40 | 11.72 | 9.46 | -2.36 | 6.82 | 12.59 | 7.88 |
| Sharpe Ratio | NA | 2.03 | 1.38 | 0.47 | 0.62 | NA | NA | … | … | 1.44 | 1.55 | 1.00 | 0.94 | -1.06 | 1.83 | 0.20 | 2.82 | -0.68 | 3.34 | 1.25 | -0.32 | 1.32 | 2.29 | 2.55 |
| Standard Deviation(%) | NA | 5.92 | 6.76 | 7.60 | 8.42 | NA | NA | … | … | 7.11 | 7.55 | 5.83 | 6.55 | 10.61 | 6.11 | 17.00 | 5.19 | 7.07 | 3.33 | 7.39 | 7.49 | 5.17 | 5.48 | 5.30 |
| Draw Down(%) | NA | 5.21 | 7.03 | 16.49 | 21.22 | NA | NA | … | … | 5.21 | 7.03 | 3.23 | 6.21 | 15.20 | 2.49 | 21.22 | 2.66 | 8.94 | 1.17 | 4.77 | 8.05 | 3.94 | 5.35 | 2.90 |
| Yield(%) | 0.00 | 5.92 | 5.89 | 4.35 | 4.70 | 4.74 | 3.56 | … | … | 0.71 | 6.31 | 5.62 | 5.23 | 3.16 | 3.09 | 3.70 | 5.28 | 4.65 | 3.78 | 3.20 | 3.86 | 4.00 | 3.41 | 2.56 |
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 |
|---|---|---|---|---|
| INPEX (AMERICAN FUNDS INCOME PORTFOLIO CLASS F-2) |
0.74%
Sep 2019 – Sep 2022 |
2.39%
Sep 2017 – Sep 2022 |
4.15%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INPEX (AMERICAN FUNDS INCOME PORTFOLIO CLASS F-2) |
12.68%
Sep 2022 – Sep 2025 |
8.00%
Oct 2016 – Oct 2021 |
7.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart