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.
Key characteristics
| INPFX | AOR | |
|---|---|---|
| YTD Return | 11.28% | 12.65% |
| 1Y Return | 20.32% | 22.47% |
| 3Y Return (Ann) | 4.03% | 3.11% |
| 5Y Return (Ann) | 6.40% | 6.98% |
| 10Y Return (Ann) | 5.93% | 6.48% |
| Sharpe Ratio | 3.33 | 2.73 |
| Sortino Ratio | 4.88 | 3.95 |
| Omega Ratio | 1.67 | 1.51 |
| Calmar Ratio | 2.55 | 2.05 |
| Martin Ratio | 22.36 | 18.17 |
| Ulcer Index | 0.88% | 1.20% |
| Daily Std Dev | 5.92% | 7.98% |
| Max Drawdown | -21.31% | -24.44% |
| Current Drawdown | -0.15% | -0.17% |
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
In the year-to-date period, INPFX achieves a 11.28% return, which is significantly lower than AOR's 12.65% return. Over the past 10 years, INPFX has underperformed AOR with an annualized return of 5.93%, while AOR has yielded a comparatively higher 6.48% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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 3.72%, more than AOR's 2.44% 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% |
AOR iShares Core Growth Allocation ETF | 2.44% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% | 2.11% | 1.92% |
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 1.48%, while iShares Core Growth Allocation ETF (AOR) has a volatility of 2.23%. 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.