Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGBEX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-4) | 4.49% | 14.68% | 12.07% | 4.60% | 6.27% | 6.18% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGBEX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-4) | 02/02/2011 | 06/05/2026 |
| 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 (%) | -2.01 | 14.68 | 12.07 | 4.60 | 6.27 | 6.18 | NA | … | … | 4.49 | 17.11 | 6.56 | 13.72 | -14.25 | 4.57 | 10.50 | 17.22 | -6.14 | 13.97 | 5.75 | -3.46 | 3.68 | 17.15 | 12.82 | -1.97 |
| Sharpe Ratio | NA | 1.43 | 1.01 | 0.21 | 0.44 | NA | NA | … | … | 0.79 | 1.55 | 0.38 | 1.24 | -1.14 | 0.52 | 0.52 | 2.35 | -0.83 | 3.18 | 0.61 | -0.40 | 0.55 | 2.39 | 1.58 | -0.15 |
| Standard Deviation(%) | NA | 8.42 | 8.75 | 9.90 | 10.48 | NA | NA | … | … | 10.54 | 9.22 | 7.67 | 8.16 | 13.84 | 8.78 | 19.54 | 6.71 | 9.10 | 4.20 | 9.15 | 8.75 | 6.71 | 7.15 | 8.14 | 14.47 |
| Draw Down(%) | NA | 6.76 | 8.88 | 25.80 | 25.80 | NA | NA | … | … | 6.76 | 8.46 | 4.78 | 8.35 | 22.50 | 6.10 | 23.34 | 3.89 | 13.29 | 1.98 | 6.07 | 9.66 | 5.56 | 5.97 | 6.62 | 13.49 |
| Yield(%) | 0.00 | 6.56 | 5.13 | 3.22 | 3.23 | 3.56 | 2.75 | … | … | 0.45 | 6.96 | 5.62 | 1.81 | 1.29 | 1.81 | 1.34 | 2.14 | 2.09 | 3.46 | 1.44 | 3.04 | 4.26 | 3.58 | 2.27 | 1.15 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| RGBEX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-4) |
-1.27%
Sep 2019 – Sep 2022 |
0.36%
Sep 2017 – Sep 2022 |
3.17%
Oct 2013 – Oct 2023 |
5.93%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGBEX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-4) |
14.90%
Sep 2022 – Sep 2025 |
8.54%
Sep 2011 – Sep 2016 |
7.98%
Sep 2011 – Sep 2021 |
6.17%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart