Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGNCX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-C) | 5.05% | 15.82% | 15.10% | 5.99% | 8.56% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGNCX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-C) | 05/24/2012 | 06/10/2026 |
| 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 (%) | -2.96 | 15.82 | 15.10 | 5.99 | 8.56 | NA | NA | … | … | 5.05 | 17.33 | 13.65 | 17.82 | -20.06 | 11.12 | 12.90 | 20.90 | -6.66 | 18.06 | 7.03 | -1.84 | 6.08 | 19.77 | 10.48 |
| Sharpe Ratio | NA | 1.44 | 1.13 | 0.28 | 0.52 | NA | NA | … | … | 0.94 | 1.13 | 1.04 | 1.45 | -1.17 | 1.01 | 0.52 | 2.14 | -0.67 | 3.55 | 0.63 | -0.17 | 0.71 | 2.34 | 1.82 |
| Standard Deviation(%) | NA | 10.39 | 11.19 | 12.88 | 13.38 | NA | NA | … | … | 12.49 | 12.88 | 9.64 | 9.85 | 18.49 | 10.94 | 24.44 | 9.06 | 12.09 | 4.92 | 10.74 | 11.13 | 8.54 | 8.42 | 10.00 |
| Draw Down(%) | NA | 8.23 | 12.93 | 26.44 | 26.59 | NA | NA | … | … | 8.23 | 12.93 | 5.44 | 8.99 | 23.62 | 4.29 | 26.59 | 4.86 | 15.79 | 2.13 | 7.66 | 10.88 | 6.40 | 6.57 | 4.51 |
| Yield(%) | 0.00 | 5.20 | 4.44 | 2.60 | 3.73 | 4.04 | 3.03 | … | … | 0.04 | 5.62 | 4.45 | 2.38 | 0.94 | 0.55 | 1.09 | 5.52 | 4.59 | 3.04 | 3.58 | 3.52 | 2.95 | 1.52 | 1.71 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| CGNCX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-C) |
0.10%
Dec 2019 – Dec 2022 |
2.51%
Dec 2017 – Dec 2022 |
4.75%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGNCX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-C) |
17.47%
May 2023 – May 2026 |
11.69%
Oct 2016 – Oct 2021 |
9.22%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart