Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RGAEX (GROWTH FUND OF AMERICA CLASS R-4) | 5.98% | 16.83% | 22.35% | 14.36% | 13.34% | 14.23% | 10.98% | 10.87% |
Data as of 06/23/2025, AR inception is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGAEX (GROWTH FUND OF AMERICA CLASS R-4) | 06/10/2002 | 06/23/2025 |
| 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 (%) | -0.20 | 16.83 | 22.35 | 14.36 | 13.34 | 14.23 | 10.98 | 10.87 | 5.98 | 27.98 | 37.19 | -30.77 | 19.25 | 37.82 | 28.13 | -3.22 | 26.09 | 8.43 | 5.40 | 9.48 | 33.96 | 20.55 | -4.87 | 12.29 | 34.53 | -39.07 | 10.87 | 10.91 | 14.22 | 11.93 | 32.83 | -12.23 |
| Sharpe Ratio | NA | 0.52 | 1.00 | 0.59 | 0.60 | NA | NA | 0.51 | 0.28 | 1.55 | 2.24 | -1.10 | 1.16 | 1.17 | 1.96 | -0.25 | 3.34 | 0.57 | 0.36 | 0.74 | 2.97 | 1.55 | -0.21 | 0.70 | 1.45 | -1.12 | 0.54 | 0.73 | 1.27 | 1.01 | 2.04 | -0.82 |
| Standard Deviation(%) | NA | 22.91 | 19.98 | 20.90 | 19.90 | NA | NA | 19.03 | 28.20 | 15.71 | 15.09 | 29.35 | 16.55 | 32.00 | 13.57 | 18.47 | 7.66 | 14.41 | 15.06 | 12.79 | 11.43 | 13.33 | 23.08 | 17.36 | 23.79 | 35.65 | 14.25 | 10.37 | 9.40 | 10.81 | 15.75 | 26.65 |
| Draw Down(%) | NA | 21.58 | 21.58 | 36.40 | 36.40 | NA | NA | 51.91 | 21.58 | 10.03 | 10.75 | 34.28 | 8.66 | 30.36 | 7.97 | 20.91 | 3.34 | 14.11 | 11.59 | 8.63 | 6.06 | 10.17 | 21.37 | 15.03 | 20.71 | 49.30 | 8.93 | 10.33 | 6.45 | 9.52 | 12.39 | 22.23 |
| Yield(%) | 0.00 | 9.19 | 8.55 | 8.10 | 8.90 | 12.29 | 9.55 | 11.05 | 0.00 | 10.81 | 9.51 | 2.66 | 9.13 | 5.63 | 8.55 | 10.23 | 8.23 | 6.90 | 8.61 | 9.93 | 8.25 | 0.87 | 0.65 | 0.91 | 1.08 | 0.72 | 7.39 | 4.40 | 1.57 | 0.55 | 0.22 | 0.00 |
Data as of 06/23/2025, 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 |
|---|---|---|---|---|
| RGAEX (GROWTH FUND OF AMERICA CLASS R-4) |
-13.47%
Feb 2006 - Feb 2009 |
-4.11%
Feb 2004 - Feb 2009 |
5.86%
Jan 2006 - Jan 2016 |
7.59%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGAEX (GROWTH FUND OF AMERICA CLASS R-4) |
28.18%
Dec 2018 - Dec 2021 |
22.10%
Oct 2016 - Oct 2021 |
18.13%
Sep 2011 - Sep 2021 |
15.55%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart