INPFX vs. SGGDX
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and First Eagle Gold Fund (SGGDX).
INPFX is managed by American Funds. It was launched on May 18, 2012. SGGDX is managed by First Eagle. It was launched on Aug 30, 1993.
Performance
INPFX vs. SGGDX - Performance Comparison
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INPFX vs. SGGDX - 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% |
SGGDX First Eagle Gold Fund | 2.57% | 128.39% | 10.32% | 7.01% | -1.56% | -7.78% | 29.63% | 38.51% | -15.90% | 8.12% |
Returns By Period
In the year-to-date period, INPFX achieves a -1.32% return, which is significantly lower than SGGDX's 2.57% return. Over the past 10 years, INPFX has underperformed SGGDX with an annualized return of 6.84%, while SGGDX has yielded a comparatively higher 15.55% 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%
SGGDX
- 1D
- -0.12%
- 1M
- -22.40%
- YTD
- 2.57%
- 6M
- 18.94%
- 1Y
- 78.09%
- 3Y*
- 35.63%
- 5Y*
- 22.59%
- 10Y*
- 15.55%
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INPFX vs. SGGDX - Expense Ratio Comparison
INPFX has a 0.66% expense ratio, which is lower than SGGDX's 1.19% expense ratio.
Return for Risk
INPFX vs. SGGDX — Risk / Return Rank
INPFX
SGGDX
INPFX vs. SGGDX - 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 First Eagle Gold Fund (SGGDX). 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 | SGGDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 2.06 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.89 | 2.32 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.35 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 2.96 | -1.40 |
Martin ratioReturn relative to average drawdown | 6.91 | 10.93 | -4.03 |
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 | SGGDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 2.06 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.81 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.57 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.29 | +0.59 |
Correlation
The correlation between INPFX and SGGDX is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
INPFX vs. SGGDX - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 5.61%, more than SGGDX's 1.05% 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% |
SGGDX First Eagle Gold Fund | 1.05% | 1.08% | 5.26% | 0.87% | 0.00% | 0.96% | 1.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
INPFX vs. SGGDX - Drawdown Comparison
The maximum INPFX drawdown since its inception was -21.31%, smaller than the maximum SGGDX drawdown of -70.69%. Use the drawdown chart below to compare losses from any high point for INPFX and SGGDX.
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Drawdown Indicators
| INPFX | SGGDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.31% | -70.69% | +49.38% |
Max Drawdown (1Y)Largest decline over 1 year | -6.25% | -26.67% | +20.42% |
Max Drawdown (5Y)Largest decline over 5 years | -15.37% | -34.02% | +18.65% |
Max Drawdown (10Y)Largest decline over 10 years | -21.31% | -42.16% | +20.85% |
Current DrawdownCurrent decline from peak | -5.13% | -22.75% | +17.62% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -29.49% | +27.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 7.21% | -5.81% |
Volatility
INPFX vs. SGGDX - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) is 2.46%, while First Eagle Gold Fund (SGGDX) has a volatility of 13.90%. This indicates that INPFX experiences smaller price fluctuations and is considered to be less risky than SGGDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INPFX | SGGDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.46% | 13.90% | -11.44% |
Volatility (6M)Calculated over the trailing 6-month period | 4.38% | 32.50% | -28.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.55% | 38.59% | -31.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.48% | 28.10% | -20.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.34% | 27.14% | -18.80% |