Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TXIFX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS F-2) | 5.19% | 15.35% | 12.62% | 6.28% | 7.53% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TXIFX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS F-2) | 05/24/2012 | 06/05/2026 |
| 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 (%) | -0.95 | 15.35 | 12.62 | 6.28 | 7.53 | NA | NA | … | … | 5.19 | 14.07 | 10.31 | 11.98 | -11.76 | 11.96 | 7.08 | 16.25 | -1.94 | 14.42 | 5.10 | 1.58 | 10.07 | 11.80 | 9.13 |
| Sharpe Ratio | NA | 1.96 | 1.37 | 0.49 | 0.72 | NA | NA | … | … | 1.25 | 1.47 | 1.17 | 1.36 | -1.25 | 2.04 | 0.42 | 2.99 | -0.48 | 4.75 | 0.77 | 0.23 | 2.04 | 2.08 | 2.66 |
| Standard Deviation(%) | NA | 6.49 | 6.81 | 7.57 | 8.17 | NA | NA | … | … | 8.04 | 7.63 | 5.71 | 6.17 | 10.60 | 5.86 | 16.25 | 4.94 | 6.90 | 2.91 | 6.38 | 6.82 | 4.92 | 5.65 | 5.92 |
| Draw Down(%) | NA | 5.79 | 8.34 | 16.92 | 21.39 | NA | NA | … | … | 5.79 | 8.34 | 3.12 | 6.92 | 16.66 | 2.51 | 21.39 | 2.21 | 7.33 | 0.94 | 4.18 | 6.10 | 3.09 | 6.36 | 2.04 |
| Yield(%) | 0.00 | 5.88 | 5.67 | 3.97 | 4.48 | 4.72 | 3.54 | … | … | 0.32 | 6.18 | 5.63 | 4.81 | 2.20 | 2.28 | 2.41 | 4.42 | 4.47 | 4.68 | 3.20 | 3.58 | 3.41 | 3.16 | 2.11 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| TXIFX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS F-2) |
1.44%
Sep 2019 – Sep 2022 |
3.38%
Sep 2017 – Sep 2022 |
5.25%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TXIFX (AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO CLASS F-2) |
13.43%
May 2023 – May 2026 |
9.35%
Dec 2016 – Dec 2021 |
8.01%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart