IFAFX vs. TAIFX
IFAFX (American Funds Income Fund of America Class F1) and TAIFX (American Funds Tax-Aware Conservative Growth & Income Portfolio F1) are both mutual funds - IFAFX is a Global Allocation fund actively managed by American Funds, while TAIFX is a Diversified Portfolio fund actively managed by American Funds. Both are actively managed. Over the past 10 years, IFAFX returned 8.27%/yr vs 7.59%/yr for TAIFX. Their correlation of 0.92 means they have usually moved in the same direction. IFAFX charges 0.63%/yr vs 0.70%/yr for TAIFX.
Performance
IFAFX vs. TAIFX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IFAFX achieves a 8.42% return, which is significantly higher than TAIFX's 6.51% return. Over the past 10 years, IFAFX has outperformed TAIFX with an annualized return of 8.27%, while TAIFX has yielded a comparatively lower 7.59% annualized return.
IFAFX
- 1D
- 0.29%
- 1M
- 1.24%
- 6M
- 4.60%
- YTD
- 8.42%
- 1Y
- 16.21%
- 3Y*
- 13.11%
- 5Y*
- 8.23%
- 10Y*
- 8.27%
- ALL TIME*
- 8.70%
TAIFX
- 1D
- 0.79%
- 1M
- -0.56%
- 6M
- 4.53%
- YTD
- 6.51%
- 1Y
- 14.07%
- 3Y*
- 11.55%
- 5Y*
- 6.69%
- 10Y*
- 7.59%
- ALL TIME*
- 7.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
IFAFX vs. TAIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IFAFX American Funds Income Fund of America Class F1 | 8.42% | 17.71% | 10.76% | 6.76% | -6.48% | 17.28% | 4.40% | 18.41% | -5.33% | 12.48% |
TAIFX American Funds Tax-Aware Conservative Growth & Income Portfolio F1 | 6.51% | 13.74% | 9.96% | 11.78% | -10.23% | 12.35% | 7.41% | 15.90% | -2.19% | 14.21% |
Correlation
The correlation between IFAFX and TAIFX is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.75 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since May 21, 2012 | 0.92 |
The correlation between IFAFX and TAIFX shifts across timeframes, from 0.75 (1 year) to 0.92 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IFAFX vs. TAIFX — Risk / Return Rank
IFAFX
TAIFX
IFAFX vs. TAIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Income Fund of America Class F1 (IFAFX) and American Funds Tax-Aware Conservative Growth & Income Portfolio F1 (TAIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IFAFX | TAIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.49 | 2.28 | +0.20 |
| Martin ratioReturn relative to average drawdown | 9.12 | 10.20 | -1.08 |
Loading charts...
Drawdowns
IFAFX vs. TAIFX - Drawdown Comparison
The maximum IFAFX drawdown since its inception was -41.90%, which is greater than TAIFX's maximum drawdown of -21.43%. Use the drawdown chart below to compare losses from any high point for IFAFX and TAIFX.
Loading charts...
Drawdown Indicators
| IFAFX | TAIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.90% | -21.43% | -20.47% |
Max Drawdown (1Y)Largest decline over 1 year | -6.11% | -5.85% | -0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -8.63% | -8.35% | -0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -15.84% | -16.79% | +0.95% |
Max Drawdown (10Y)Largest decline over 10 years | -26.13% | -21.43% | -4.70% |
Current DrawdownCurrent decline from peak | -0.14% | -0.89% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -3.91% | -2.18% | -1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 1.31% | +0.35% |
Volatility
IFAFX vs. TAIFX - Volatility Comparison
American Funds Income Fund of America Class F1 (IFAFX) has a higher volatility of 1.97% compared to American Funds Tax-Aware Conservative Growth & Income Portfolio F1 (TAIFX) at 1.73%. This indicates that IFAFX's price experiences larger fluctuations and is considered to be riskier than TAIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IFAFX | TAIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.97% | 1.73% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 5.85% | 5.68% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.39% | 6.83% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.46% | 7.66% | +1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.63% | 8.16% | +2.47% |
IFAFX vs. TAIFX - Expense Ratio Comparison
IFAFX has a 0.63% expense ratio, which is lower than TAIFX's 0.70% expense ratio.
Dividends
IFAFX vs. TAIFX - Dividend Comparison
IFAFX's dividend yield for the trailing twelve months is around 9.25%, more than TAIFX's 5.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IFAFX American Funds Income Fund of America Class F1 | 9.25% | 9.91% | 6.33% | 2.90% | 6.94% | 6.61% | 2.76% | 4.95% | 7.39% | 4.20% | 3.01% | 5.02% |
TAIFX American Funds Tax-Aware Conservative Growth & Income Portfolio F1 | 5.07% | 5.50% | 5.11% | 4.25% | 4.32% | 2.40% | 2.60% | 3.72% | 4.52% | 4.08% | 3.57% | 3.41% |
Frequently Asked Questions
IFAFX and TAIFX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IFAFX has higher volatility (1.97%) compared to TAIFX (1.73%). In terms of maximum drawdown, IFAFX dropped -41.90% vs TAIFX's -21.43%.
IFAFX currently has the higher Sharpe Ratio (2.06 vs 1.96), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for IFAFX and TAIFX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer