NDARX vs. GAIOX
Compare and contrast key facts about American Funds Retirement Income Portfolio - Enhanced (NDARX) and American Funds Growth and Income Portfolio (GAIOX).
NDARX is managed by American Funds. It was launched on Aug 27, 2015. GAIOX is managed by American Funds. It was launched on May 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NDARX or GAIOX.
Performance
NDARX vs. GAIOX - Performance Comparison
Returns By Period
In the year-to-date period, NDARX achieves a 13.58% return, which is significantly lower than GAIOX's 16.57% return.
NDARX
13.58%
0.93%
8.24%
19.65%
7.36%
N/A
GAIOX
16.57%
1.72%
8.79%
23.39%
10.28%
8.72%
Key characteristics
| NDARX | GAIOX | |
|---|---|---|
| Sharpe Ratio | 2.74 | 2.51 |
| Sortino Ratio | 3.88 | 3.47 |
| Omega Ratio | 1.52 | 1.46 |
| Calmar Ratio | 3.75 | 4.14 |
| Martin Ratio | 18.88 | 16.76 |
| Ulcer Index | 1.04% | 1.40% |
| Daily Std Dev | 7.16% | 9.29% |
| Max Drawdown | -23.62% | -26.85% |
| Current Drawdown | -0.35% | -0.35% |
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NDARX vs. GAIOX - Expense Ratio Comparison
NDARX has a 0.34% expense ratio, which is lower than GAIOX's 0.66% expense ratio.
Correlation
The correlation between NDARX and GAIOX is 0.96, 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.
Risk-Adjusted Performance
NDARX vs. GAIOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Enhanced (NDARX) and American Funds Growth and Income Portfolio (GAIOX). 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
NDARX vs. GAIOX - Dividend Comparison
NDARX's dividend yield for the trailing twelve months is around 2.86%, more than GAIOX's 1.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDARX American Funds Retirement Income Portfolio - Enhanced | 2.86% | 3.03% | 2.93% | 2.25% | 2.59% | 2.61% | 2.88% | 2.39% | 2.50% | 0.71% | 0.00% | 0.00% |
GAIOX American Funds Growth and Income Portfolio | 1.78% | 2.03% | 2.07% | 1.28% | 1.59% | 6.25% | 2.10% | 1.68% | 1.95% | 1.87% | 4.60% | 2.81% |
Drawdowns
NDARX vs. GAIOX - Drawdown Comparison
The maximum NDARX drawdown since its inception was -23.62%, smaller than the maximum GAIOX drawdown of -26.85%. Use the drawdown chart below to compare losses from any high point for NDARX and GAIOX. For additional features, visit the drawdowns tool.
Volatility
NDARX vs. GAIOX - Volatility Comparison
The current volatility for American Funds Retirement Income Portfolio - Enhanced (NDARX) is 1.98%, while American Funds Growth and Income Portfolio (GAIOX) has a volatility of 2.66%. This indicates that NDARX experiences smaller price fluctuations and is considered to be less risky than GAIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.