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INPEX: AMERICAN FUNDS INCOME PORTFOLIO CLASS F-2 (MUTUAL FUND)
Basic Info 14.66 0.16(1.08%) June 05
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 05/24/2012 |
| Last Dividend Date: | 03/26/2026 |
| 12-Mo. Yield | 5.96% |
| 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 | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 3.9 | 12.6 | 11.9 | 5.7 | 6.8 | 7.0 | 14.6 | 9.5 | 9.8 | -9.8 | 11.2 | 3.7 | 16.1 | -3.4 | 11.7 | 9.5 | -2.4 | 6.8 | 12.6 | 7.9 |
| Sharpe Ratio | NA | 0.95 | 1.65 | 1.27 | 0.42 | 0.61 | 0.74 | 1.55 | 1.0 | 0.94 | -1.06 | 1.83 | 0.2 | 2.82 | -0.68 | 3.34 | 1.25 | -0.32 | 1.32 | 2.29 | 2.55 |
| Draw Down(%) | NA | 5.2 | 5.2 | 7.0 | 16.5 | 21.2 | 21.2 | 7.0 | 3.2 | 6.2 | 15.2 | 2.5 | 21.2 | 2.7 | 8.9 | 1.2 | 4.8 | 8.1 | 3.9 | 5.3 | 2.9 |
| Standard Deviation(%) | NA | 7.2 | 6.1 | 6.8 | 7.6 | 8.4 | 7.9 | 7.6 | 5.8 | 6.5 | 10.6 | 6.1 | 17.0 | 5.2 | 7.1 | 3.3 | 7.4 | 7.5 | 5.2 | 5.5 | 5.3 |
| Treynor Ratio | NA | 0.06 | 0.1 | 0.1 | 0.03 | 0.05 | 0.05 | 0.11 | 0.06 | 0.09 | -0.11 | 0.1 | 0.03 | 0.12 | -0.04 | 0.11 | 0.07 | -0.02 | 0.05 | 0.12 | 0.11 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | -0.02 | -0.01 | 0.0 | 0.01 | -0.01 | -0.02 | -0.01 | 0.01 | -0.01 |
| Beta | NA | 1.16 | 1.03 | 0.88 | 0.94 | 1.07 | 1.1 | 1.03 | 0.91 | 0.7 | 1.01 | 1.06 | 1.22 | 1.2 | 1.3 | 1.0 | 1.42 | 1.22 | 1.28 | 1.08 | 1.25 |
| RSquared | NA | 0.83 | 0.76 | 0.74 | 0.78 | 0.8 | 0.8 | 0.82 | 0.81 | 0.67 | 0.86 | 0.65 | 0.88 | 0.69 | 0.86 | 0.63 | 0.76 | 0.75 | 0.81 | 0.85 | 0.77 |
| Yield(%) | N/A | 0.7 | N/A | N/A | N/A | N/A | N/A | 6.3 | 5.6 | 5.2 | 3.2 | 3.1 | 3.7 | 5.3 | 4.7 | 3.8 | 3.2 | 3.9 | 4.0 | 3.4 | 2.6 |
| Dividend Growth(%) | N/A | -87.8 | N/A | N/A | N/A | N/A | N/A | 17.0 | 11.6 | 44.2 | 10.8 | -17.1 | -22.2 | 3.9 | 32.9 | 26.6 | -22.9 | -0.2 | 26.1 | 41.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/18/2012
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