Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBEGX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-2E) | 6.08% | 18.00% | 16.26% | 8.28% | 10.07% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBEGX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-2E) | 09/02/2014 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.39 | 18.00 | 16.26 | 8.28 | 10.07 | NA | NA | … | … | 6.08 | 17.67 | 13.98 | 18.22 | -16.32 | 15.77 | 16.20 | 21.28 | -6.38 | 18.50 | 7.60 | -0.98 | -1.18 |
| Sharpe Ratio | NA | 1.95 | 1.29 | 0.51 | 0.67 | NA | NA | … | … | 1.65 | 1.15 | 1.08 | 1.48 | -1.00 | 1.54 | 0.65 | 2.18 | -0.65 | 3.51 | 0.69 | -0.09 | -0.35 |
| Standard Deviation(%) | NA | 10.08 | 11.12 | 12.53 | 13.19 | NA | NA | … | … | 12.13 | 12.87 | 9.61 | 9.91 | 17.80 | 10.24 | 24.31 | 9.07 | 12.06 | 5.11 | 10.76 | 11.16 | 10.03 |
| Draw Down(%) | NA | 8.19 | 12.87 | 23.40 | 26.58 | NA | NA | … | … | 8.19 | 12.87 | 5.38 | 8.95 | 23.40 | 4.23 | 26.58 | 4.85 | 15.59 | 2.12 | 7.63 | 10.62 | 6.68 |
| Yield(%) | 0.00 | 5.54 | 4.85 | 4.40 | 5.50 | 3.97 | 2.97 | … | … | 0.08 | 5.95 | 4.77 | 2.77 | 4.71 | 5.23 | 4.24 | 5.91 | 4.93 | 3.50 | 4.16 | 4.45 | 2.22 |
Data as of 06/05/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBEGX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-2E) |
2.53%
Mar 2017 – Mar 2020 |
3.65%
Mar 2015 – Mar 2020 |
7.68%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBEGX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-2E) |
19.02%
Sep 2022 – Sep 2025 |
12.63%
Oct 2016 – Oct 2021 |
10.76%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart