Insurance Series Historical Illustrator | Capital Group
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American Funds Insurance Series (AFIS) Historical Illustrator

Read importantinvestment disclosures

CUSTOMIZE INPUTS

Investment Amount

Portfolio Strategies

Share Class

AFIS Funds

Percent

Total: 100%

Rebalancing Frequency

AFIS FUND(S) DETAILS

$100,000

Initial

Investment

0

Years

Selected

0.00%

Withdrawal

Rate

0.00%

Est. Other Fees

and Expenses

$0

Total

Withdrawals

Annualized

Return

Cumulative

Return

$0

Ending

Value

From

To

Rolling Monthly Periods  

Benchmark  

Portfolio Withdrawal Rate  
Estimated Other Fees and Expenses  

If more than one fund is selected, results reflect the asset weighted average of the selected funds. When a withdrawal rate is applied, the annualized return reflects the internal rate of return (IRR).

AFIS Portfolio
Start/End Date 

Ending Value 

—

Number of years until account balance reached $0 

Total Withdrawals 

—

Cumulative Return 

Annualized Return 

As of (updated quarterly)


Inception Date


1 year (%)


5 years (%)


10 years (%)


Lifetime (%)


Expense ratio (%) 
(Gross / Net)

Each of the TriCap portfolios are a blend of individual funds within American Funds Insurance Series. If your client is considering American Funds investment options, these portfolios can be constructed wherever all the referenced underlying funds are made available by the insurance provider. Allocations may change and may not achieve portfolio objectives. There are expenses associated with the underlying funds. The portfolios’ risks are directly related to the risks of the underlying funds, as described herein.

These portfolios consist of an allocation of funds for investors to consider and are not intended to be investment recommendations. Financial intermediaries may or may not recommend them to clients. The portfolios are hypothetical asset allocations designed for individuals with different time horizons and risk profiles. Allocations may not achieve investment objectives. Please talk to your financial professional for information on other investment alternatives that may be available to you. In making investment decisions, investors should consider their other assets, income, and investments.

Variable insurance contracts may impose a variety of fees that may affect the growth of your client’s portfolio. Variable annuities have investment and/or withdrawal limitation requirements. Early withdrawals may incur a fee. Guarantees are subject to the claims paying ability of the issuing insurance company.

Capital Group does not provide rebalancing for variable annuity contracts.