Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAIFX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS F-1) | 5.74% | 14.95% | 12.29% | 6.08% | 7.39% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAIFX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS F-1) | 05/24/2012 | 06/11/2026 |
| 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 (%) | -0.73 | 14.95 | 12.29 | 6.08 | 7.39 | NA | NA | … | … | 5.74 | 13.73 | 9.97 | 11.79 | -12.02 | 11.70 | 6.80 | 15.91 | -2.20 | 14.20 | 4.84 | 1.34 | 9.69 | 11.57 | 9.03 |
| Sharpe Ratio | NA | 1.90 | 1.34 | 0.46 | 0.69 | NA | NA | … | … | 1.20 | 1.44 | 1.11 | 1.33 | -1.27 | 2.00 | 0.40 | 2.92 | -0.52 | 4.54 | 0.72 | 0.19 | 1.96 | 2.04 | 2.60 |
| Standard Deviation(%) | NA | 6.51 | 6.79 | 7.57 | 8.18 | NA | NA | … | … | 8.11 | 7.59 | 5.69 | 6.15 | 10.63 | 5.84 | 16.29 | 4.94 | 6.94 | 3.00 | 6.38 | 6.86 | 4.93 | 5.65 | 5.99 |
| Draw Down(%) | NA | 5.85 | 8.35 | 17.07 | 21.43 | NA | NA | … | … | 5.85 | 8.35 | 3.12 | 7.00 | 16.79 | 2.52 | 21.43 | 2.22 | 7.58 | 0.78 | 4.19 | 6.14 | 3.10 | 6.36 | 2.04 |
| Yield(%) | 0.00 | 5.58 | 5.35 | 3.71 | 4.23 | 4.41 | 3.31 | … | … | 0.27 | 5.92 | 5.36 | 4.55 | 1.96 | 2.01 | 2.14 | 4.16 | 4.22 | 4.45 | 3.02 | 3.35 | 3.12 | 2.94 | 2.01 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| TAIFX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS F-1) |
1.19%
Sep 2019 – Sep 2022 |
3.12%
Sep 2017 – Sep 2022 |
4.97%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAIFX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS F-1) |
13.12%
May 2023 – May 2026 |
9.08%
Dec 2016 – Dec 2021 |
7.73%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart