Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INPFX (AMERICAN FUNDS INCOME PORTFOLIO CLASS F-1) | 4.63% | 13.44% | 11.88% | 5.71% | 6.58% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INPFX (AMERICAN FUNDS INCOME PORTFOLIO CLASS F-1) | 05/24/2012 | 06/03/2026 |
| 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 (%) | 0.07 | 13.44 | 11.88 | 5.71 | 6.58 | NA | NA | … | … | 4.63 | 14.29 | 9.19 | 9.47 | -10.06 | 10.90 | 3.48 | 15.75 | -3.58 | 11.44 | 9.15 | -2.61 | 6.55 | 12.41 | 7.68 |
| Sharpe Ratio | NA | 1.99 | 1.34 | 0.43 | 0.59 | NA | NA | … | … | 1.41 | 1.51 | 0.95 | 0.90 | -1.09 | 1.78 | 0.19 | 2.71 | -0.70 | 3.18 | 1.20 | -0.35 | 1.25 | 2.28 | 2.43 |
| Standard Deviation(%) | NA | 5.92 | 6.79 | 7.61 | 8.44 | NA | NA | … | … | 7.08 | 7.59 | 5.90 | 6.54 | 10.61 | 6.11 | 17.01 | 5.27 | 7.13 | 3.40 | 7.42 | 7.56 | 5.22 | 5.43 | 5.42 |
| Draw Down(%) | NA | 5.20 | 7.02 | 16.65 | 21.31 | NA | NA | … | … | 5.20 | 7.02 | 3.23 | 6.28 | 15.37 | 2.47 | 21.31 | 2.66 | 9.21 | 1.15 | 4.86 | 8.17 | 4.01 | 5.35 | 2.81 |
| Yield(%) | 0.00 | 5.68 | 5.61 | 4.12 | 4.45 | 4.46 | 3.35 | … | … | 0.65 | 6.05 | 5.36 | 4.96 | 2.94 | 2.81 | 3.46 | 5.02 | 4.40 | 3.51 | 2.98 | 3.61 | 3.74 | 3.14 | 2.46 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| INPFX (AMERICAN FUNDS INCOME PORTFOLIO CLASS F-1) |
0.48%
Sep 2019 – Sep 2022 |
2.13%
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 |
|---|---|---|---|---|
| INPFX (AMERICAN FUNDS INCOME PORTFOLIO CLASS F-1) |
12.38%
Sep 2022 – Sep 2025 |
7.72%
Oct 2016 – Oct 2021 |
7.26%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart