Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TYIFX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS F-3) | 6.65% | 17.06% | 13.24% | 7.21% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TYIFX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS F-3) | 01/30/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 17.06 | 13.24 | 7.21 | NA | NA | NA | … | … | 6.65 | 14.13 | 10.42 | 12.10 | -9.87 | 12.73 | 7.79 | 16.38 | -1.85 | 13.00 |
| Sharpe Ratio | NA | 2.34 | 1.50 | 0.63 | NA | NA | NA | … | … | 1.71 | 1.48 | 1.18 | 1.38 | -1.10 | 2.19 | 0.46 | 3.03 | -0.47 | 4.58 |
| Standard Deviation(%) | NA | 6.32 | 6.80 | 7.46 | NA | NA | NA | … | … | 7.88 | 7.65 | 5.76 | 6.16 | 10.28 | 5.79 | 16.27 | 4.91 | 6.95 | 2.95 |
| Draw Down(%) | NA | 5.82 | 8.38 | 16.55 | NA | NA | NA | … | … | 5.82 | 8.38 | 3.12 | 6.96 | 16.55 | 2.55 | 21.40 | 2.15 | 7.20 | 0.82 |
| Yield(%) | 0.00 | 6.00 | 5.79 | 4.55 | 4.72 | 3.15 | 2.36 | … | … | 0.35 | 6.31 | 5.74 | 4.93 | 4.06 | 3.03 | 3.07 | 4.54 | 4.57 | 4.74 |
Data as of 06/04/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYIFX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS F-3) |
1.93%
Sep 2019 – Sep 2022 |
3.73%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYIFX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS F-3) |
14.07%
Sep 2022 – Sep 2025 |
9.10%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart