Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 401K TAX ADVANTAGE PLAN OF THE CAPITAL GROUP COMPANIES INC. Tactical Asset Allocation Moderate | NA | 7.97% | 1.35% | 3.12% | 5.49% | 7.52% | 6.74% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 401K TAX ADVANTAGE PLAN OF THE CAPITAL GROUP COMPANIES INC. Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.03 | 7.97 | 1.35 | 3.12 | 5.49 | 7.52 | 6.74 | … | … | 2.02 | 19.98 | -22.19 | 14.97 | 5.86 | 18.55 | -1.10 | 14.84 | 6.99 | 1.86 | 10.33 | 22.22 | 10.78 | 3.71 | 16.07 | 1.95 | -4.05 | 8.97 | 8.67 | 5.65 | 8.19 | 21.65 | -2.76 | 2.31 |
| Sharpe Ratio | NA | 1.38 | 0.09 | 0.31 | 0.50 | NA | NA | … | … | 0.19 | 1.69 | -1.29 | 1.56 | 0.33 | 2.48 | -0.20 | 3.15 | 0.82 | 0.21 | 1.06 | 3.04 | 1.44 | 0.29 | 1.17 | 0.12 | -0.47 | 0.47 | 0.74 | 0.50 | 0.95 | 2.13 | -1.30 | 0.01 |
| Standard Deviation(%) | NA | 9.16 | 13.05 | 13.00 | 11.18 | NA | NA | … | … | 9.10 | 9.31 | 18.28 | 9.58 | 17.00 | 6.92 | 11.81 | 4.52 | 8.28 | 8.67 | 9.73 | 7.31 | 7.44 | 12.65 | 13.72 | 15.46 | 10.63 | 12.64 | 7.32 | 6.98 | 7.65 | 9.83 | 2.98 | 0.05 |
| Draw Down(%) | NA | 7.39 | 27.08 | 27.08 | 27.08 | NA | NA | … | … | 1.97 | 7.39 | 25.78 | 4.86 | 19.09 | 3.54 | 13.89 | 1.99 | 6.19 | 7.38 | 5.19 | 4.54 | 5.63 | 10.10 | 11.72 | 21.99 | 13.19 | 7.95 | 5.54 | 4.54 | 6.16 | 6.86 | 4.03 | 0.00 |
| Yield(%) | NA | 4.05 | 4.28 | 4.33 | 5.08 | NA | NA | … | … | 0.00 | 4.33 | 3.78 | 4.62 | 3.58 | 5.45 | 7.18 | 4.78 | 3.70 | 6.03 | 7.72 | 6.91 | 1.48 | 1.81 | 1.32 | 2.10 | 3.50 | 5.49 | 4.21 | 3.08 | 1.82 | 0.66 | 1.29 | 2.31 |
Data as of 10/31/2023, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 401K TAX ADVANTAGE PLAN OF THE CAPITAL GROUP COMPANIES INC. Tactical Asset Allocation Moderate |
-2.25%
Jun 2006 – Jun 2009 |
0.86%
Jun 2004 – Jun 2009 |
5.49%
Oct 2013 – Oct 2023 |
5.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 401K TAX ADVANTAGE PLAN OF THE CAPITAL GROUP COMPANIES INC. Tactical Asset Allocation Moderate |
16.02%
Jun 2009 – Jun 2012 |
16.56%
Jun 2009 – Jun 2014 |
11.81%
Jun 2009 – Jun 2019 |
9.32%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart