Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAIAX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS A) | 6.29% | 16.68% | 12.79% | 6.33% | 7.43% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAIAX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS A) | 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 (%) | 0.51 | 16.68 | 12.79 | 6.33 | 7.43 | NA | NA | … | … | 6.29 | 13.73 | 10.09 | 11.74 | -11.97 | 11.74 | 6.85 | 15.94 | -2.18 | 14.25 | 4.82 | 1.30 | 9.67 | 11.52 | 9.00 |
| Sharpe Ratio | NA | 2.27 | 1.45 | 0.50 | 0.71 | NA | NA | … | … | 1.65 | 1.43 | 1.13 | 1.32 | -1.27 | 2.01 | 0.41 | 2.89 | -0.52 | 4.58 | 0.72 | 0.19 | 1.95 | 2.05 | 2.62 |
| Standard Deviation(%) | NA | 6.34 | 6.78 | 7.54 | 8.16 | NA | NA | … | … | 7.93 | 7.62 | 5.73 | 6.16 | 10.59 | 5.84 | 16.23 | 5.00 | 6.93 | 2.98 | 6.37 | 6.85 | 4.94 | 5.60 | 5.93 |
| Draw Down(%) | NA | 5.89 | 8.39 | 17.03 | 21.42 | NA | NA | … | … | 5.89 | 8.39 | 3.12 | 7.05 | 16.76 | 2.57 | 21.42 | 2.15 | 7.58 | 0.85 | 4.19 | 6.16 | 3.10 | 6.36 | 2.04 |
| Yield(%) | 0.00 | 5.70 | 5.45 | 3.77 | 4.25 | 4.43 | 3.33 | … | … | 0.28 | 5.98 | 5.41 | 4.59 | 2.01 | 2.05 | 2.19 | 4.20 | 4.24 | 4.42 | 3.01 | 3.31 | 3.10 | 2.91 | 1.98 |
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 |
|---|---|---|---|---|
| TAIAX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS A) |
1.22%
Sep 2019 – Sep 2022 |
3.16%
Sep 2017 – Sep 2022 |
4.99%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAIAX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS A) |
13.17%
May 2023 – May 2026 |
9.12%
Dec 2016 – Dec 2021 |
7.77%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart