Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAITX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS C) | -1.06% | 4.76% | 4.61% | 7.06% | 5.59% | NA | NA | 8.05% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAITX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS C) | 05/24/2012 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
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 | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.17 | 4.76 | 4.61 | 7.06 | 5.59 | NA | NA | 8.05 | -1.06 | 10.52 | 16.94 | -20.06 | 11.22 | 12.72 | 20.91 | -6.60 | 18.17 | 7.02 | -1.74 | 6.20 | 19.94 | 10.53 |
| Sharpe Ratio | NA | -0.06 | 0.00 | 0.33 | 0.28 | NA | NA | 0.48 | -0.37 | 0.38 | 1.30 | -1.16 | 1.02 | 0.51 | 2.13 | -0.66 | 3.51 | 0.63 | -0.16 | 0.72 | 2.36 | 1.83 |
| Standard Deviation(%) | NA | 13.98 | 13.96 | 13.60 | 13.59 | NA | NA | 12.69 | 19.19 | 10.35 | 9.84 | 18.51 | 10.93 | 24.49 | 9.14 | 12.04 | 5.01 | 10.74 | 11.23 | 8.58 | 8.44 | 9.99 |
| Draw Down(%) | NA | 14.24 | 14.59 | 26.39 | 26.62 | NA | NA | 26.62 | 13.08 | 5.72 | 9.00 | 23.54 | 4.30 | 26.62 | 4.93 | 15.82 | 2.06 | 7.73 | 10.84 | 6.38 | 6.64 | 4.51 |
| Yield(%) | 0.00 | 1.03 | 1.19 | 1.23 | 2.63 | 2.95 | 2.21 | 3.68 | 0.00 | 1.25 | 1.54 | 0.99 | 0.63 | 1.03 | 5.58 | 4.67 | 3.13 | 3.65 | 3.63 | 3.06 | 1.68 | 1.76 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAITX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS C) |
-0.14%
Apr 2021 - Apr 2024 |
2.51%
Dec 2017 - Dec 2022 |
4.79%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAITX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS C) |
14.87%
Dec 2018 - Dec 2021 |
11.71%
Oct 2016 - Oct 2021 |
7.31%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart