Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAICX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS C) | 6.23% | 15.90% | 12.09% | 5.57% | 6.68% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAICX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS C) | 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 (%) | 0.57 | 15.90 | 12.09 | 5.57 | 6.68 | NA | NA | … | … | 6.23 | 12.96 | 9.31 | 10.97 | -12.63 | 10.99 | 6.06 | 15.17 | -2.86 | 13.37 | 4.22 | 0.65 | 8.94 | 10.67 | 8.52 |
| Sharpe Ratio | NA | 2.14 | 1.34 | 0.40 | 0.62 | NA | NA | … | … | 1.55 | 1.32 | 1.00 | 1.20 | -1.34 | 1.88 | 0.36 | 2.74 | -0.62 | 4.31 | 0.63 | 0.09 | 1.82 | 1.89 | 2.44 |
| Standard Deviation(%) | NA | 6.34 | 6.78 | 7.54 | 8.15 | NA | NA | … | … | 7.94 | 7.65 | 5.71 | 6.13 | 10.57 | 5.84 | 16.21 | 4.99 | 6.90 | 2.96 | 6.35 | 6.85 | 4.90 | 5.62 | 6.01 |
| Draw Down(%) | NA | 5.92 | 8.48 | 17.47 | 21.44 | NA | NA | … | … | 5.92 | 8.48 | 3.15 | 7.21 | 17.19 | 2.63 | 21.44 | 2.23 | 8.15 | 0.79 | 4.37 | 6.49 | 3.18 | 6.38 | 2.05 |
| Yield(%) | 0.00 | 4.98 | 4.70 | 3.09 | 3.46 | 3.59 | 2.69 | … | … | 0.13 | 5.26 | 4.68 | 3.88 | 1.37 | 1.33 | 1.51 | 3.47 | 3.59 | 3.70 | 2.49 | 2.67 | 2.45 | 2.27 | 1.71 |
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 |
|---|---|---|---|---|
| TAICX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS C) |
0.51%
Sep 2019 – Sep 2022 |
2.43%
Sep 2017 – Sep 2022 |
4.26%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAICX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS C) |
12.39%
May 2023 – May 2026 |
8.35%
Dec 2016 – Dec 2021 |
7.03%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart