INPFX vs. AOM
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and iShares Core Moderate Allocation ETF (AOM).
INPFX is managed by American Funds. It was launched on May 18, 2012. AOM is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Moderate. It was launched on Nov 4, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INPFX or AOM.
Key characteristics
| INPFX | AOM | |
|---|---|---|
| YTD Return | 11.28% | 9.42% |
| 1Y Return | 20.32% | 18.12% |
| 3Y Return (Ann) | 4.03% | 1.54% |
| 5Y Return (Ann) | 6.40% | 4.80% |
| 10Y Return (Ann) | 5.93% | 4.84% |
| Sharpe Ratio | 3.33 | 2.68 |
| Sortino Ratio | 4.88 | 3.97 |
| Omega Ratio | 1.67 | 1.51 |
| Calmar Ratio | 2.55 | 1.51 |
| Martin Ratio | 22.36 | 17.46 |
| Ulcer Index | 0.88% | 0.99% |
| Daily Std Dev | 5.92% | 6.47% |
| Max Drawdown | -21.31% | -19.96% |
| Current Drawdown | -0.15% | -0.69% |
Correlation
The correlation between INPFX and AOM is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
INPFX vs. AOM - Performance Comparison
In the year-to-date period, INPFX achieves a 11.28% return, which is significantly higher than AOM's 9.42% return. Over the past 10 years, INPFX has outperformed AOM with an annualized return of 5.93%, while AOM has yielded a comparatively lower 4.84% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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INPFX vs. AOM - Expense Ratio Comparison
INPFX has a 0.66% expense ratio, which is higher than AOM's 0.25% expense ratio.
Risk-Adjusted Performance
INPFX vs. AOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and iShares Core Moderate Allocation ETF (AOM). 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.
Dividends
INPFX vs. AOM - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 3.72%, more than AOM's 2.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 3.72% | 3.86% | 3.37% | 2.59% | 3.48% | 3.24% | 3.32% | 2.81% | 3.11% | 3.39% | 4.63% | 3.71% |
AOM iShares Core Moderate Allocation ETF | 2.84% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% | 2.08% | 1.87% |
Drawdowns
INPFX vs. AOM - Drawdown Comparison
The maximum INPFX drawdown since its inception was -21.31%, which is greater than AOM's maximum drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for INPFX and AOM. For additional features, visit the drawdowns tool.
Volatility
INPFX vs. AOM - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) is 1.48%, while iShares Core Moderate Allocation ETF (AOM) has a volatility of 1.71%. This indicates that INPFX experiences smaller price fluctuations and is considered to be less risky than AOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.