Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAICX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-3) | 8.66% | 20.90% | 17.34% | 7.20% | 9.29% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAICX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-3) | 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 (%) | 0.13 | 20.90 | 17.34 | 7.20 | 9.29 | NA | NA | … | … | 8.66 | 17.82 | 14.26 | 18.35 | -19.69 | 11.66 | 13.24 | 21.44 | -6.18 | 18.66 | 7.43 | -1.33 | 6.60 | 20.45 | 10.87 |
| Sharpe Ratio | NA | 1.98 | 1.31 | 0.37 | 0.58 | NA | NA | … | … | 1.69 | 1.16 | 1.10 | 1.51 | -1.14 | 1.06 | 0.53 | 2.20 | -0.63 | 3.66 | 0.67 | -0.12 | 0.78 | 2.42 | 1.93 |
| Standard Deviation(%) | NA | 10.02 | 11.11 | 12.85 | 13.37 | NA | NA | … | … | 12.03 | 12.91 | 9.64 | 9.83 | 18.54 | 10.94 | 24.45 | 9.09 | 12.06 | 4.95 | 10.75 | 11.28 | 8.48 | 8.45 | 9.77 |
| Draw Down(%) | NA | 8.14 | 12.89 | 26.16 | 26.54 | NA | NA | … | … | 8.14 | 12.89 | 5.39 | 8.86 | 23.33 | 4.24 | 26.54 | 4.85 | 15.45 | 2.05 | 7.64 | 10.69 | 6.27 | 6.63 | 4.42 |
| Yield(%) | 0.00 | 5.73 | 5.06 | 3.08 | 4.28 | 4.72 | 3.54 | … | … | 0.15 | 6.13 | 4.99 | 2.93 | 1.36 | 1.10 | 1.45 | 6.05 | 5.08 | 3.62 | 3.98 | 4.03 | 3.47 | 2.07 | 2.00 |
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 |
|---|---|---|---|---|
| RAICX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-3) |
0.51%
Dec 2019 – Dec 2022 |
2.96%
Dec 2017 – Dec 2022 |
5.22%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAICX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-3) |
18.02%
May 2023 – May 2026 |
12.21%
Oct 2016 – Oct 2021 |
9.72%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart