Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/10/2017.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAIBX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS B) | NA | 11.18% | 5.39% | NA | NA | NA | NA | 11.78% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAIBX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS B) | 05/24/2012 | 04/10/2017 |
The return data shown below all have the same latest date: 04/10/2017.
AR inception is since 05/24/2012.
AR inception is since 05/24/2012.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.18 | 5.39 | NA | NA | NA | NA | 11.78 | 5.46 | 7.12 | -1.79 | 6.15 | 19.99 | 10.48 |
| Sharpe Ratio | NA | 1.26 | 0.53 | NA | NA | NA | NA | 0.99 | 4.55 | 0.63 | -0.16 | 0.72 | 2.37 | 1.84 |
| Standard Deviation(%) | NA | 8.56 | 9.97 | NA | NA | NA | NA | 9.63 | 4.69 | 10.85 | 11.20 | 8.52 | 8.42 | 9.88 |
| Draw Down(%) | NA | 5.23 | 13.24 | NA | NA | NA | NA | 13.24 | 1.08 | 7.63 | 10.87 | 6.40 | 6.56 | 4.51 |
| Yield(%) | 0.00 | 3.02 | 3.14 | 3.20 | 1.60 | 1.07 | 0.80 | 4.00 | 0.00 | 3.37 | 3.49 | 2.95 | 1.56 | 1.71 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAIBX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS B) |
3.75%
Dec 2013 - Dec 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 |
|---|---|---|---|---|
| GAIBX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS B) |
11.23%
Jun 2012 - Jun 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart