Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TXABX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS B) | NA | 7.41% | 5.19% | NA | NA | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TXABX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS B) | 05/24/2012 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 7.41 | 5.19 | NA | NA | NA | NA | … | … | 4.01 | 4.59 | 0.59 | 8.93 | 10.75 | 8.53 |
| Sharpe Ratio | NA | 1.46 | 0.86 | NA | NA | NA | NA | … | … | 5.27 | 0.69 | 0.08 | 1.78 | 1.90 | 2.45 |
| Standard Deviation(%) | NA | 4.84 | 5.88 | NA | NA | NA | NA | … | … | 2.90 | 6.29 | 6.79 | 5.00 | 5.64 | 5.99 |
| Draw Down(%) | NA | 3.42 | 6.42 | NA | NA | NA | NA | … | … | 0.77 | 4.34 | 6.42 | 3.17 | 6.37 | 2.14 |
| Yield(%) | 0.00 | 1.89 | 2.21 | 2.48 | 1.24 | 0.83 | 0.62 | … | … | 0.00 | 2.37 | 2.37 | 2.28 | 2.17 | 1.62 |
Data as of 04/10/2017, 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 |
|---|---|---|---|---|
| TXABX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS B) |
4.50%
Nov 2013 – Nov 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TXABX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS B) |
8.64%
Jun 2012 – Jun 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart