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RGLCX: AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-3 (MUTUAL FUND)
Basic Info 22.26 0.01(0.04%) May 17
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (9%) |
Start Date: | 05/24/2012 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 0.81% |
Expenses | 0.58% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/24/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 9.6 | 23.3 | 2.8 | 10.0 | 8.3 | 10.4 | 23.8 | -26.0 | 12.6 | 27.0 | 27.6 | -9.3 | 28.2 | 3.4 | 0.1 | 1.9 | 25.3 | 15.4 |
Sharpe Ratio | NA | 1.63 | 1.47 | -0.02 | 0.39 | 0.42 | 0.58 | 1.52 | -1.12 | 0.87 | 0.88 | 2.23 | -0.68 | 4.26 | 0.23 | 0.01 | 0.18 | 2.4 | 2.13 |
Draw Down(%) | NA | 5.7 | 11.7 | 34.6 | 34.6 | 34.6 | 34.6 | 11.7 | 32.6 | 8.0 | 32.2 | 6.7 | 20.2 | 2.3 | 12.7 | 13.7 | 9.4 | 8.4 | 4.6 |
Standard Deviation(%) | NA | 12.1 | 12.2 | 17.6 | 20.2 | 16.8 | 16.1 | 12.9 | 24.6 | 14.5 | 30.3 | 11.7 | 15.6 | 6.5 | 14.1 | 13.7 | 10.6 | 10.5 | 12.8 |
Treynor Ratio | NA | 0.2 | 0.19 | 0.0 | 0.08 | 0.07 | 0.1 | 0.2 | -0.24 | 0.12 | 0.27 | 0.25 | -0.1 | 0.34 | 0.04 | 0.0 | 0.02 | 0.31 | 0.34 |
Alpha | NA | 0.02 | 0.03 | 0.01 | 0.01 | 0.02 | 0.01 | 0.03 | -0.04 | 0.02 | 0.05 | 0.02 | 0.03 | 0.02 | 0.0 | 0.02 | 0.02 | 0.04 | 0.0 |
Beta | NA | 0.98 | 0.94 | 1.06 | 1.03 | 0.98 | 0.96 | 0.96 | 1.13 | 1.01 | 1.0 | 1.06 | 1.08 | 0.81 | 0.8 | 0.85 | 0.89 | 0.81 | 0.8 |
RSquared | NA | 0.73 | 0.8 | 0.83 | 0.87 | 0.87 | 0.87 | 0.82 | 0.87 | 0.76 | 0.93 | 0.89 | 0.88 | 0.79 | 0.91 | 0.9 | 0.83 | 0.88 | 0.95 |
Yield(%) | N/A | 0.0 | 0.8 | 3.2 | 3.8 | 4.3 | N/A | 0.9 | 5.3 | 3.4 | 0.7 | 5.7 | 4.6 | 7.2 | 3.5 | 3.5 | 2.3 | 1.2 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | -88.5 | 26.3 | 1.4 | N/A | N/A | -88.3 | 70.7 | 476.9 | -84.0 | 3.8 | -22.0 | 112.8 | -6.0 | 56.2 | 128.6 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/2012
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