Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGBBX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-2) | 6.04% | 15.85% | 11.92% | 4.18% | 5.69% | 5.53% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGBBX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-2) | 02/02/2011 | 06/04/2026 |
| 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 15.85 | 11.92 | 4.18 | 5.69 | 5.53 | NA | … | … | 6.04 | 16.26 | 5.78 | 12.89 | -14.89 | 3.81 | 9.66 | 16.36 | -6.84 | 13.15 | 5.15 | -4.17 | 2.85 | 16.27 | 11.98 | -2.52 |
| Sharpe Ratio | NA | 1.78 | 1.03 | 0.18 | 0.40 | NA | NA | … | … | 1.33 | 1.46 | 0.28 | 1.14 | -1.18 | 0.43 | 0.48 | 2.21 | -0.91 | 2.98 | 0.54 | -0.48 | 0.42 | 2.28 | 1.48 | -0.19 |
| Standard Deviation(%) | NA | 8.17 | 8.71 | 9.88 | 10.48 | NA | NA | … | … | 10.30 | 9.23 | 7.70 | 8.16 | 13.85 | 8.79 | 19.55 | 6.75 | 9.11 | 4.20 | 9.19 | 8.76 | 6.72 | 7.13 | 8.13 | 14.50 |
| Draw Down(%) | NA | 6.81 | 9.26 | 26.32 | 26.32 | NA | NA | … | … | 6.81 | 8.57 | 4.95 | 8.56 | 22.95 | 6.17 | 23.42 | 4.00 | 13.90 | 1.99 | 6.03 | 9.93 | 5.78 | 6.02 | 6.75 | 13.74 |
| Yield(%) | 0.00 | 5.84 | 4.34 | 2.56 | 2.41 | 2.67 | 2.05 | … | … | 0.27 | 6.21 | 4.87 | 1.05 | 0.70 | 1.06 | 0.62 | 1.35 | 1.37 | 2.67 | 0.86 | 2.33 | 3.50 | 2.79 | 1.53 | 0.73 |
Data as of 06/04/2026, Common starting date is 02/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGBBX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-2) |
-2.01%
Sep 2019 – Sep 2022 |
-0.39%
Sep 2017 – Sep 2022 |
2.42%
Oct 2013 – Oct 2023 |
5.16%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGBBX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-2) |
14.05%
Sep 2022 – Sep 2025 |
7.77%
Sep 2011 – Sep 2016 |
7.20%
Sep 2011 – Sep 2021 |
5.40%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart