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GAIHX: AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS F-3 (MUTUAL FUND)
Basic Info 22.6 0.53(2.29%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 02/03/2017 |
| Last Dividend Date: | 03/26/2026 |
| 12-Mo. Yield | 6.44% |
| Expenses | 0.40% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 6.5 | 19.0 | 17.2 | 9.1 | 11.1 | 18.6 | 15.0 | 19.1 | -15.6 | 16.7 | 16.7 | 22.3 | -5.6 | 15.8 |
| Sharpe Ratio | NA | 1.07 | 1.58 | 1.25 | 0.53 | 0.69 | 1.22 | 1.19 | 1.59 | -0.96 | 1.64 | 0.67 | 2.29 | -0.58 | 3.33 |
| Draw Down(%) | NA | 8.1 | 8.1 | 12.8 | 22.9 | 26.5 | 12.8 | 5.2 | 8.8 | 22.9 | 4.3 | 26.5 | 4.8 | 14.9 | 2.0 |
| Standard Deviation(%) | NA | 12.4 | 10.3 | 11.1 | 12.5 | 13.4 | 12.9 | 9.5 | 9.8 | 17.8 | 10.2 | 24.3 | 9.1 | 12.1 | 5.1 |
| Treynor Ratio | NA | 0.16 | 0.21 | 0.2 | 0.09 | 0.13 | 0.24 | 0.17 | 0.22 | -0.24 | 0.23 | 0.24 | 0.3 | -0.1 | 0.29 |
| Alpha | NA | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 |
| Beta | NA | 0.84 | 0.79 | 0.7 | 0.7 | 0.69 | 0.66 | 0.67 | 0.69 | 0.7 | 0.73 | 0.68 | 0.7 | 0.7 | 0.59 |
| RSquared | NA | 0.94 | 0.92 | 0.91 | 0.94 | 0.95 | 0.95 | 0.84 | 0.92 | 0.97 | 0.95 | 0.98 | 0.95 | 0.96 | 0.67 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | 6.8 | 5.6 | 3.6 | 5.4 | 6.1 | 4.8 | 6.7 | 5.7 | 4.2 |
| Dividend Growth(%) | N/A | -95.4 | N/A | N/A | N/A | N/A | 32.2 | 80.1 | -47.2 | -1.2 | 40.4 | -18.0 | 4.0 | 53.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2017
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