NAARX vs. INPAX
Compare and contrast key facts about American Funds Retirement Income Portfolio - Conservative (NAARX) and American Funds Conservative Growth and Income Portfolio (INPAX).
NAARX is managed by American Funds. It was launched on Aug 27, 2015. INPAX is managed by American Funds. It was launched on May 17, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NAARX or INPAX.
Correlation
The correlation between NAARX and INPAX is 0.78, 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
NAARX vs. INPAX - Performance Comparison
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Key characteristics
NAARX:
1.45
INPAX:
1.07
NAARX:
1.91
INPAX:
1.43
NAARX:
1.28
INPAX:
1.22
NAARX:
1.81
INPAX:
1.18
NAARX:
6.94
INPAX:
5.24
NAARX:
1.27%
INPAX:
1.59%
NAARX:
6.34%
INPAX:
7.98%
NAARX:
-16.37%
INPAX:
-21.25%
NAARX:
0.00%
INPAX:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with NAARX having a 4.75% return and INPAX slightly lower at 4.73%.
NAARX
4.75%
3.41%
4.05%
9.12%
5.29%
4.87%
N/A
INPAX
4.73%
4.84%
2.77%
8.47%
6.35%
6.52%
4.68%
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NAARX vs. INPAX - Expense Ratio Comparison
NAARX has a 0.34% expense ratio, which is higher than INPAX's 0.33% expense ratio.
Risk-Adjusted Performance
NAARX vs. INPAX — Risk-Adjusted Performance Rank
NAARX
INPAX
NAARX vs. INPAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Conservative (NAARX) and American Funds Conservative Growth and Income Portfolio (INPAX). 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.
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Dividends
NAARX vs. INPAX - Dividend Comparison
NAARX's dividend yield for the trailing twelve months is around 3.30%, less than INPAX's 3.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAARX American Funds Retirement Income Portfolio - Conservative | 3.30% | 3.36% | 3.17% | 3.19% | 2.01% | 3.12% | 2.59% | 2.54% | 2.05% | 2.07% | 0.69% | 0.00% |
INPAX American Funds Conservative Growth and Income Portfolio | 3.81% | 3.94% | 3.91% | 3.41% | 2.64% | 3.52% | 3.28% | 3.36% | 2.84% | 3.17% | 3.44% | 4.68% |
Drawdowns
NAARX vs. INPAX - Drawdown Comparison
The maximum NAARX drawdown since its inception was -16.37%, smaller than the maximum INPAX drawdown of -21.25%. Use the drawdown chart below to compare losses from any high point for NAARX and INPAX. For additional features, visit the drawdowns tool.
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Volatility
NAARX vs. INPAX - Volatility Comparison
The current volatility for American Funds Retirement Income Portfolio - Conservative (NAARX) is 1.67%, while American Funds Conservative Growth and Income Portfolio (INPAX) has a volatility of 2.05%. This indicates that NAARX experiences smaller price fluctuations and is considered to be less risky than INPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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