American Funds Conservative Growth And Income Portfolio - Class C: (MF: INPCX)
(NASDAQ Mutual Funds) As of Dec 15, 2025 05:27 PM ET
$14.46 USD
+0.01 (0.07%)
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.22 | 64 |
| 3 months | 3.15 | 68 |
| 6 months | 8.16 | 81 |
| 1 Year | 10.82 | 42 |
| 3 Year | 9.50 | 78 |
| 5 Year | 6.74 | 95 |
| 10 Year | 6.42 | 94 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 8.04 |
| 5 Year | 7.36 |
| 10 Year | 6.57 |
| Since Inception | 6.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.44 | 5.02 | 3.49 | NA |
| 2024 | 3.32 | 0.48 | 6.65 | -1.98 |
| 2023 | 1.75 | 1.28 | -2.59 | 8.19 |
| 2022 | -3.01 | -8.23 | -5.28 | 7.52 |
| 2021 | 3.68 | 3.78 | -0.60 | 4.84 |
| 2020 | -12.44 | 8.45 | 3.32 | 6.92 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.22 | 8.53 | 8.61 | -9.36 | 12.14 | 4.90 | 14.99 | -4.29 | 10.72 | 9.14 | -3.30 |
| % Total Return Rel to Index | -4.28 | -16.49 | -17.63 | 8.83 | -16.53 | -13.49 | -16.49 | 0.09 | -11.07 | -2.78 | -4.69 |
| % Total Return Rel to Peer | -1.19 | -7.30 | -6.67 | 1.42 | -12.19 | -3.30 | -10.64 | 3.26 | -6.68 | -2.17 | -0.09 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 3.00 | 5.00 | 4.00 | 5.00 | 1.00 | 5.00 | 4.00 | 4.00 |
| % Dividends | 0.27 | 0.41 | 0.40 | 0.31 | 0.26 | 0.36 | 0.33 | 0.30 | 0.26 | 0.28 | 0.29 |
| % Yield | 1.81 | 2.97 | 3.10 | 2.45 | 1.80 | 2.60 | 2.40 | 2.40 | 1.98 | 2.28 | 2.51 |
| Capital Gains ($) | 0.00 | 0.17 | 0.11 | 0.18 | 0.25 | 0.26 | 0.17 | 0.17 | 0.06 | 0.05 | 0.05 |
| Expense Ratio | 1.05 | 1.05 | 1.06 | 1.05 | 1.05 | 1.06 | 1.07 | 1.08 | 1.11 | 1.12 | 1.11 |
* 1 = Top 20%, 5 = Bottom 20%
