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.
Performance
INPFX vs. AOR - Performance Comparison
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INPFX vs. AOR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | -1.32% | 14.29% | 9.20% | 9.46% | -8.74% | 12.90% | 5.67% | 15.76% | -3.57% | 11.43% |
AOR iShares Core Growth Allocation ETF | -1.02% | 16.44% | 10.68% | 15.75% | -15.64% | 11.19% | 11.42% | 18.91% | -5.82% | 15.80% |
Returns By Period
In the year-to-date period, INPFX achieves a -1.32% return, which is significantly lower than AOR's -1.02% return. Over the past 10 years, INPFX has underperformed AOR with an annualized return of 6.84%, while AOR has yielded a comparatively higher 7.74% annualized return.
INPFX
- 1D
- 0.07%
- 1M
- -5.13%
- YTD
- -1.32%
- 6M
- 0.78%
- 1Y
- 9.95%
- 3Y*
- 9.75%
- 5Y*
- 5.98%
- 10Y*
- 6.84%
AOR
- 1D
- 1.95%
- 1M
- -4.47%
- YTD
- -1.02%
- 6M
- 1.40%
- 1Y
- 14.76%
- 3Y*
- 11.65%
- 5Y*
- 5.99%
- 10Y*
- 7.74%
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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.
Return for Risk
INPFX vs. AOR — Risk / Return Rank
INPFX
AOR
INPFX vs. AOR - Risk-Adjusted Trends 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.
| INPFX | AOR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.38 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.99 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.29 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.97 | -0.42 |
Martin ratioReturn relative to average drawdown | 6.91 | 8.58 | -1.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| INPFX | AOR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.38 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.57 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.73 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.65 | +0.23 |
Correlation
The correlation between INPFX and AOR is 0.91, 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.
Dividends
INPFX vs. AOR - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 5.61%, more than AOR's 2.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 5.61% | 5.61% | 5.15% | 4.76% | 4.84% | 4.38% | 5.54% | 4.53% | 4.79% | 3.25% | 3.53% | 3.85% |
AOR iShares Core Growth Allocation ETF | 2.57% | 2.55% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% |
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.
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Drawdown Indicators
| INPFX | AOR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.31% | -24.44% | +3.13% |
Max Drawdown (1Y)Largest decline over 1 year | -6.25% | -7.62% | +1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -15.37% | -21.72% | +6.35% |
Max Drawdown (10Y)Largest decline over 10 years | -21.31% | -22.95% | +1.64% |
Current DrawdownCurrent decline from peak | -5.13% | -4.82% | -0.31% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -3.50% | +1.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 1.75% | -0.35% |
Volatility
INPFX vs. AOR - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) is 2.46%, while iShares Core Growth Allocation ETF (AOR) has a volatility of 4.35%. 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.
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Volatility by Period
| INPFX | AOR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.46% | 4.35% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 4.38% | 6.49% | -2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.55% | 10.73% | -3.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.48% | 10.49% | -3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.34% | 10.64% | -2.30% |