Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INPAX (AMERICAN FUNDS INCOME PORTFOLIO CLASS A) | 3.88% | 12.25% | 11.45% | 5.53% | 6.40% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INPAX (AMERICAN FUNDS INCOME PORTFOLIO CLASS A) | 05/24/2012 | 06/08/2026 |
| 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 (%) | -0.88 | 12.25 | 11.45 | 5.53 | 6.40 | NA | NA | … | … | 3.88 | 14.26 | 9.25 | 9.53 | -10.04 | 10.97 | 3.52 | 15.81 | -3.62 | 11.57 | 8.75 | -2.56 | 6.60 | 12.36 | 7.65 |
| Sharpe Ratio | NA | 1.63 | 1.24 | 0.39 | 0.57 | NA | NA | … | … | 0.94 | 1.52 | 0.96 | 0.90 | -1.09 | 1.78 | 0.19 | 2.76 | -0.70 | 3.23 | 1.14 | -0.35 | 1.27 | 2.25 | 2.47 |
| Standard Deviation(%) | NA | 6.01 | 6.77 | 7.61 | 8.43 | NA | NA | … | … | 7.16 | 7.50 | 5.85 | 6.57 | 10.60 | 6.15 | 17.00 | 5.20 | 7.15 | 3.39 | 7.49 | 7.47 | 5.18 | 5.48 | 5.32 |
| Draw Down(%) | NA | 5.25 | 7.02 | 16.64 | 21.25 | NA | NA | … | … | 5.25 | 7.02 | 3.24 | 6.28 | 15.36 | 2.48 | 21.25 | 2.67 | 9.11 | 1.15 | 4.86 | 8.14 | 4.00 | 5.27 | 2.81 |
| Yield(%) | 0.00 | 5.71 | 5.64 | 4.16 | 4.42 | 4.47 | 3.36 | … | … | 0.67 | 6.09 | 5.41 | 5.01 | 2.97 | 2.87 | 3.50 | 5.06 | 4.44 | 3.54 | 2.59 | 3.67 | 3.79 | 3.19 | 2.43 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| INPAX (AMERICAN FUNDS INCOME PORTFOLIO CLASS A) |
0.50%
Sep 2019 – Sep 2022 |
2.18%
Sep 2017 – Sep 2022 |
3.88%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INPAX (AMERICAN FUNDS INCOME PORTFOLIO CLASS A) |
12.44%
Sep 2022 – Sep 2025 |
7.67%
Oct 2016 – Oct 2021 |
7.26%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart