INPFX vs. AOR
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and iShares Core Growth Allocation ETF (AOR).
INPFX is managed by American Funds. It was launched on May 18, 2012. AOR is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Growth Index. 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 AOR.
Correlation
The correlation between INPFX and AOR is 0.90, 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. AOR - Performance Comparison
Key characteristics
INPFX:
0.43
AOR:
0.16
INPFX:
0.57
AOR:
0.26
INPFX:
1.09
AOR:
1.04
INPFX:
0.56
AOR:
0.19
INPFX:
2.45
AOR:
0.87
INPFX:
1.26%
AOR:
1.69%
INPFX:
7.22%
AOR:
9.38%
INPFX:
-21.31%
AOR:
-24.44%
INPFX:
-5.47%
AOR:
-7.96%
Returns By Period
In the year-to-date period, INPFX achieves a -1.80% return, which is significantly higher than AOR's -4.63% return. Over the past 10 years, INPFX has underperformed AOR with an annualized return of 4.07%, while AOR has yielded a comparatively higher 5.44% annualized return.
INPFX
-1.80%
-5.19%
-4.49%
3.41%
6.58%
4.07%
AOR
-4.63%
-6.81%
-5.93%
1.97%
8.56%
5.44%
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INPFX vs. AOR - Expense Ratio Comparison
INPFX has a 0.66% expense ratio, which is higher than AOR's 0.25% expense ratio.
Risk-Adjusted Performance
INPFX vs. AOR — Risk-Adjusted Performance Rank
INPFX
AOR
INPFX vs. AOR - 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 Growth Allocation ETF (AOR). 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. AOR - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 4.02%, more than AOR's 2.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 4.02% | 3.89% | 3.86% | 3.37% | 2.59% | 3.48% | 3.24% | 3.32% | 2.81% | 3.11% | 3.39% | 4.63% |
AOR iShares Core Growth Allocation ETF | 2.85% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% | 2.11% |
Drawdowns
INPFX vs. AOR - Drawdown Comparison
The maximum INPFX drawdown since its inception was -21.31%, smaller than the maximum AOR drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for INPFX and AOR. For additional features, visit the drawdowns tool.
Volatility
INPFX vs. AOR - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) is 3.94%, while iShares Core Growth Allocation ETF (AOR) has a volatility of 4.95%. This indicates that INPFX experiences smaller price fluctuations and is considered to be less risky than AOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.