Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDEGX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-2E) | 17.29% | 36.08% | 18.25% | 4.66% | 7.67% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDEGX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-2E) | 09/02/2014 | 06/12/2026 |
| 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 (%) | 2.72 | 36.08 | 18.25 | 4.66 | 7.67 | NA | NA | … | … | 17.29 | 31.81 | 3.21 | 10.90 | -23.79 | 0.08 | 10.86 | 22.87 | -15.18 | 26.97 | 8.90 | -17.45 | -10.87 |
| Sharpe Ratio | NA | 1.99 | 1.01 | 0.13 | 0.35 | NA | NA | … | … | 1.86 | 2.00 | -0.27 | 0.55 | -1.12 | 0.00 | 0.37 | 1.81 | -1.18 | 3.51 | 0.58 | -1.18 | -2.77 |
| Standard Deviation(%) | NA | 16.77 | 14.83 | 16.42 | 16.63 | NA | NA | … | … | 21.61 | 14.74 | 12.55 | 12.21 | 22.58 | 14.23 | 28.86 | 11.88 | 14.02 | 7.54 | 14.93 | 14.79 | 10.55 |
| Draw Down(%) | NA | 13.35 | 14.85 | 38.67 | 39.12 | NA | NA | … | … | 13.35 | 12.70 | 9.85 | 13.00 | 33.23 | 12.07 | 34.76 | 8.77 | 23.28 | 3.16 | 13.20 | 24.76 | 15.08 |
| Yield(%) | 0.00 | 1.91 | 1.50 | 0.89 | 1.53 | 0.89 | 0.67 | … | … | 0.05 | 2.13 | 0.89 | 1.47 | 0.55 | 0.66 | 0.61 | 1.78 | 1.54 | 2.03 | 1.89 | 1.87 | 0.09 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| RDEGX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-2E) |
-7.22%
Jun 2021 – Jun 2024 |
-3.66%
Oct 2017 – Oct 2022 |
1.14%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDEGX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-2E) |
20.88%
May 2023 – May 2026 |
11.73%
Feb 2016 – Feb 2021 |
8.27%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
