American Funds Asset Allocation Fd 1 (LP40008021)

27.10 -0.11 (-0.40%) USD  |  Mar 19 2026
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LP40008021 Historical Sortino (Since Inception)

Historical Sortino (Since Inception) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Historical Sortino Ratio Definition

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Measures risk-adjusted return like the Sharpe Ratio but focuses only on downside volatility, isolating harmful fluctuations while ignoring upside movements.

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Historical Sortino (Since Inception) Range, Past 5 Years

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Historical Sortino (Since Inception) Benchmarks

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Fidelity Freedom Index 2025 Fund Investor Upgrade
Fidelity Freedom Index 2030 Fund Investor Upgrade
Fidelity Freedom Index 2035 Fund Investor Upgrade
Fidelity Freedom Index 2040 Fund Investor Upgrade
VY T Rowe Price Capital Appreciation Port Adv Upgrade

Historical Sortino (Since Inception) Related Metrics

Alpha (Since Inception) Upgrade
Beta (Since Inception) Upgrade
Alpha (vs YCharts Benchmark) (Since Inception) Upgrade
Beta (vs YCharts Benchmark) (Since Inception) Upgrade
Annualized Standard Deviation of Monthly Returns (Since Inception) Upgrade
Historical Sharpe Ratio (Since Inception) Upgrade
Max Drawdown (Since Inception) Upgrade
Monthly Value at Risk (VaR) 5% (Since Inception) Upgrade