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INPDX: AMERICAN FUNDS INCOME PORTFOLIO CLASS F-3 (MUTUAL FUND)
Basic Info 14.64 0.15(1.01%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 01/30/2017 |
| Last Dividend Date: | 03/26/2026 |
| 12-Mo. Yield | 6.07% |
| Expenses | 1.39% |
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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(%) | -1.1 | 4.0 | 12.7 | 12.0 | 6.5 | 7.5 | 14.6 | 9.6 | 9.9 | -8.4 | 13.3 | 6.0 | 16.2 | -3.2 | 10.6 |
| Sharpe Ratio | NA | 0.99 | 1.68 | 1.3 | 0.53 | 0.68 | 1.56 | 1.03 | 0.97 | -0.95 | 2.26 | 0.34 | 2.79 | -0.64 | 3.16 |
| Draw Down(%) | NA | 5.2 | 5.2 | 7.0 | 15.2 | 21.2 | 7.0 | 3.2 | 6.2 | 15.2 | 2.5 | 21.2 | 2.7 | 8.8 | 1.1 |
| Standard Deviation(%) | NA | 7.2 | 6.0 | 6.7 | 7.5 | 8.5 | 7.5 | 5.8 | 6.5 | 10.4 | 5.9 | 16.9 | 5.3 | 7.2 | 3.5 |
| Treynor Ratio | NA | 0.16 | 0.24 | 0.23 | 0.1 | 0.14 | 0.33 | 0.16 | 0.16 | -0.26 | 0.35 | 0.12 | 0.38 | -0.12 | 0.29 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | -0.01 | -0.01 | 0.01 | -0.02 | 0.01 | -0.01 | 0.01 |
| Beta | NA | 0.46 | 0.42 | 0.39 | 0.38 | 0.41 | 0.35 | 0.37 | 0.4 | 0.38 | 0.38 | 0.47 | 0.39 | 0.4 | 0.37 |
| RSquared | NA | 0.82 | 0.77 | 0.76 | 0.78 | 0.85 | 0.81 | 0.69 | 0.7 | 0.83 | 0.8 | 0.93 | 0.87 | 0.88 | 0.58 |
| Yield(%) | N/A | 0.7 | N/A | N/A | N/A | N/A | 6.4 | 5.7 | 5.3 | 4.6 | 5.1 | 5.9 | 5.4 | 4.8 | 3.9 |
| Dividend Growth(%) | N/A | -87.5 | N/A | N/A | N/A | N/A | 16.4 | 11.9 | 2.1 | -4.1 | -13.0 | 20.4 | 4.0 | 31.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2017
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