Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
RGAAX (GROWTH FUND OF AMERICA CLASS R-1) | 7.41% | 17.11% | 20.97% | 14.20% | 12.80% | 13.59% | 10.28% | 10.13% |
Data as of 06/25/2025, AR inception is 06/10/2002
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
RGAAX (GROWTH FUND OF AMERICA CLASS R-1) | 06/10/2002 | 06/25/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 2.30 | 17.11 | 20.97 | 14.20 | 12.80 | 13.59 | 10.28 | 10.13 | 7.41 | 16.17 | 26.36 | -33.96 | 8.38 | 30.99 | 27.16 | -3.93 | 25.16 | 7.60 | 4.62 | 8.66 | 32.94 | 19.67 | -5.58 | 11.42 | 33.55 | -39.54 | 10.06 | 10.07 | 13.33 | 11.01 | 31.85 | -12.38 |
Sharpe Ratio | NA | 0.48 | 0.95 | 0.55 | 0.56 | NA | NA | 0.47 | 0.25 | 0.48 | 1.32 | -1.19 | 0.44 | 0.95 | 1.90 | -0.29 | 3.22 | 0.51 | 0.31 | 0.68 | 2.88 | 1.48 | -0.24 | 0.65 | 1.41 | -1.13 | 0.50 | 0.66 | 1.19 | 0.93 | 1.99 | -0.83 |
Standard Deviation(%) | NA | 22.91 | 19.98 | 20.90 | 19.90 | NA | NA | 19.03 | 28.19 | 19.99 | 16.84 | 29.75 | 18.90 | 32.25 | 13.58 | 18.47 | 7.66 | 14.42 | 15.05 | 12.79 | 11.43 | 13.34 | 23.08 | 17.40 | 23.77 | 35.67 | 14.26 | 10.38 | 9.39 | 10.79 | 15.68 | 26.55 |
Draw Down(%) | NA | 21.66 | 21.66 | 36.82 | 36.82 | NA | NA | 52.40 | 21.66 | 13.06 | 10.90 | 35.74 | 16.44 | 30.42 | 8.03 | 21.07 | 3.37 | 14.18 | 11.77 | 8.71 | 6.13 | 10.28 | 21.62 | 15.19 | 20.80 | 49.51 | 8.99 | 10.41 | 6.56 | 9.81 | 12.52 | 22.39 |
Yield(%) | 0.00 | 9.74 | 8.59 | 8.42 | 8.83 | 11.89 | 9.01 | 10.18 | 0.00 | 11.50 | 9.71 | 2.71 | 9.79 | 5.70 | 8.20 | 10.21 | 8.04 | 6.55 | 8.30 | 9.84 | 8.04 | 0.04 | 0.00 | 0.21 | 0.33 | 0.17 | 6.84 | 3.87 | 1.01 | 0.00 | 0.00 | 0.00 |
Data as of 06/25/2025, AR inception is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
RGAAX (GROWTH FUND OF AMERICA CLASS R-1) |
-14.13%
Feb 2006 - Feb 2009 |
-4.85%
Feb 2004 - Feb 2009 |
5.06%
Jan 2006 - Jan 2016 |
6.79%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
RGAAX (GROWTH FUND OF AMERICA CLASS R-1) |
27.23%
Dec 2018 - Dec 2021 |
21.20%
Oct 2016 - Oct 2021 |
17.26%
Sep 2011 - Sep 2021 |
14.69%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart