# American FdsTaxAwrCnsrvGr&IncPortF-1 (TAIFX)

> Source: Nexqual · https://nexqual.com/TAIFX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, American FdsTaxAwrCnsrvGr&IncPortF-1 (TAIFX), nexqual.com/TAIFX" · informational, not investment advice.

**Price:** USD 17.49 (-0.17% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 17.52 · day 17.49–17.49 · 52w 16.45–18.23 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +6.2% vs S&P 500 +13.4%; 5Y +34.6% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +6.2% | +34.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +6.2% | +6.2% |
| Volatility (annualized) | 7.0% | 8.0% |
| Max drawdown | -5.8% (Feb 2026→Mar 2026) | -16.6% (Dec 2021→Sep 2022) |

## Peers
INPFX (American Funds Conservative Gro) USD 14.5 +0.00% · BALFX (American Funds American Balance) USD 40.05 +0.00% · USBLX (Victory Growth and Tax Strategy) USD 31.08 -0.06% · FMSDX (Fidelity Advisor Multi-Asset In) USD 16.65 +0.00% · WBALX (Balanced Fund - Investor Class) USD 16.88 +0.00%

## More
Full page: https://nexqual.com/TAIFX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt