Insurance Series Historical Illustrator | Capital Group

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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

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American Funds Insurance Series (AFIS) Historical Illustrator

CUSTOMIZE INPUTS

Investment Amount

Portfolio Strategies

Share Class

AFIS Funds

Percent

Total: 100%

Rebalancing Frequency

$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  

AFIS FUND(S) DETAILS

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)