Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGNGX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS ABLE-A) | 6.61% | 18.39% | 16.81% | 8.96% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 07/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGNGX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS ABLE-A) | 07/20/2018 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.11 | 18.39 | 16.81 | 8.96 | NA | NA | NA | … | … | 6.61 | 18.33 | 14.69 | 18.88 | -15.84 | 16.55 | 16.41 | 21.85 | -8.99 |
| Sharpe Ratio | NA | 1.55 | 1.22 | 0.51 | NA | NA | NA | … | … | 1.04 | 1.21 | 1.15 | 1.55 | -0.98 | 1.61 | 0.66 | 2.24 | -1.61 |
| Standard Deviation(%) | NA | 10.36 | 11.18 | 12.55 | NA | NA | NA | … | … | 12.39 | 12.86 | 9.65 | 9.94 | 17.75 | 10.24 | 24.36 | 9.09 | 12.84 |
| Draw Down(%) | NA | 8.14 | 12.80 | 23.08 | NA | NA | NA | … | … | 8.14 | 12.80 | 5.36 | 8.79 | 23.08 | 4.22 | 26.58 | 4.84 | 13.91 |
| Yield(%) | 0.00 | 6.04 | 5.42 | 4.90 | 4.46 | 2.97 | 2.23 | … | … | 0.22 | 6.48 | 5.34 | 3.29 | 5.14 | 5.88 | 4.44 | 6.39 | 4.23 |
Data as of 06/08/2026, Common starting date is 07/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGNGX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS ABLE-A) |
3.77%
Apr 2021 – Apr 2024 |
6.06%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGNGX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS ABLE-A) |
19.69%
Sep 2022 – Sep 2025 |
12.79%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart