Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBGEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-2E) | 10.36% | 26.67% | 21.46% | 10.00% | 12.86% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBGEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-2E) | 09/02/2014 | 06/03/2026 |
| 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 (%) | 0.45 | 26.67 | 21.46 | 10.00 | 12.86 | NA | NA | … | … | 10.36 | 21.13 | 19.58 | 28.25 | -27.31 | 18.01 | 24.82 | 27.66 | -7.02 | 24.49 | 7.02 | 1.33 | -0.75 |
| Sharpe Ratio | NA | 1.83 | 1.18 | 0.41 | 0.63 | NA | NA | … | … | 1.56 | 0.97 | 1.14 | 1.81 | -1.10 | 1.22 | 0.79 | 2.13 | -0.52 | 3.59 | 0.50 | 0.09 | -0.19 |
| Standard Deviation(%) | NA | 14.22 | 16.02 | 18.23 | 18.09 | NA | NA | … | … | 16.89 | 19.14 | 14.05 | 13.74 | 26.31 | 14.78 | 30.82 | 12.27 | 16.13 | 6.67 | 13.73 | 13.82 | 12.11 |
| Draw Down(%) | NA | 11.83 | 19.44 | 34.41 | 34.41 | NA | NA | … | … | 11.83 | 19.44 | 9.00 | 11.52 | 32.47 | 7.54 | 31.86 | 6.81 | 18.89 | 2.63 | 12.47 | 13.28 | 8.27 |
| Yield(%) | 0.00 | 6.00 | 5.46 | 4.69 | 6.59 | 4.70 | 3.53 | … | … | 0.00 | 6.26 | 6.31 | 1.66 | 6.46 | 3.98 | 3.66 | 7.47 | 5.05 | 3.68 | 4.39 | 4.89 | 3.20 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| RBGEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-2E) |
1.98%
Apr 2021 – Apr 2024 |
4.56%
Mar 2015 – Mar 2020 |
9.14%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBGEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-2E) |
23.75%
Sep 2022 – Sep 2025 |
17.60%
Oct 2016 – Oct 2021 |
13.04%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart