Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGBCX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-3) | 5.84% | 16.26% | 12.27% | 4.70% | 6.14% | 5.91% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGBCX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-3) | 02/02/2011 | 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 16.26 | 12.27 | 4.70 | 6.14 | 5.91 | NA | … | … | 5.84 | 16.77 | 6.23 | 13.37 | -14.51 | 4.29 | 10.15 | 16.86 | -6.41 | 13.61 | 5.53 | -3.74 | 3.33 | 16.82 | 12.40 | -2.17 |
| Sharpe Ratio | NA | 1.76 | 1.07 | 0.22 | 0.44 | NA | NA | … | … | 1.25 | 1.51 | 0.34 | 1.20 | -1.16 | 0.49 | 0.50 | 2.28 | -0.86 | 3.08 | 0.58 | -0.43 | 0.49 | 2.35 | 1.53 | -0.17 |
| Standard Deviation(%) | NA | 8.27 | 8.73 | 9.88 | 10.47 | NA | NA | … | … | 10.50 | 9.23 | 7.67 | 8.17 | 13.83 | 8.78 | 19.53 | 6.74 | 9.12 | 4.22 | 9.16 | 8.74 | 6.73 | 7.15 | 8.13 | 14.46 |
| Draw Down(%) | NA | 7.10 | 9.03 | 26.03 | 26.03 | NA | NA | … | … | 7.10 | 8.49 | 4.84 | 8.44 | 22.69 | 6.13 | 23.36 | 3.93 | 13.52 | 1.99 | 6.05 | 9.78 | 5.66 | 6.01 | 6.63 | 13.57 |
| Yield(%) | 0.00 | 5.89 | 4.66 | 2.88 | 2.85 | 3.13 | 2.43 | … | … | 0.00 | 6.65 | 5.32 | 1.50 | 1.02 | 1.50 | 1.05 | 1.82 | 1.80 | 3.14 | 1.21 | 2.77 | 3.94 | 3.27 | 1.95 | 1.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| RGBCX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-3) |
-1.58%
Sep 2019 – Sep 2022 |
0.05%
Sep 2017 – Sep 2022 |
2.87%
Oct 2013 – Oct 2023 |
5.59%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGBCX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-3) |
14.56%
Sep 2022 – Sep 2025 |
8.23%
Sep 2011 – Sep 2016 |
7.67%
Sep 2011 – Sep 2021 |
5.83%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart