Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RGBFX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-5) | 9.34% | 7.14% | 9.79% | 5.25% | 5.26% | NA | NA | 6.01% |
Data as of 07/03/2025, AR inception is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGBFX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-5) | 02/02/2011 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 7.14 | 9.79 | 5.25 | 5.26 | NA | NA | 6.01 | 9.34 | 3.13 | 14.06 | -14.00 | 4.90 | 10.80 | 17.56 | -5.86 | 14.32 | 5.98 | -3.19 | 3.94 | 17.53 | 13.05 | -1.75 |
| Sharpe Ratio | NA | 0.38 | 0.61 | 0.33 | 0.36 | NA | NA | 0.47 | 1.44 | -0.42 | 1.21 | -1.12 | 0.56 | 0.54 | 2.40 | -0.79 | 3.28 | 0.63 | -0.37 | 0.58 | 2.44 | 1.61 | -0.13 |
| Standard Deviation(%) | NA | 10.40 | 10.00 | 10.16 | 10.64 | NA | NA | 10.25 | 11.46 | 8.26 | 8.16 | 13.85 | 8.77 | 19.54 | 6.75 | 9.13 | 4.19 | 9.20 | 8.73 | 6.71 | 7.17 | 8.14 | 14.49 |
| Draw Down(%) | NA | 11.94 | 12.41 | 25.59 | 25.59 | NA | NA | 25.59 | 8.43 | 7.78 | 8.30 | 22.32 | 6.05 | 23.31 | 3.89 | 13.08 | 1.95 | 6.06 | 9.61 | 5.51 | 5.97 | 6.54 | 13.37 |
| Yield(%) | 0.00 | 1.65 | 2.00 | 2.01 | 2.51 | 2.96 | 2.22 | 3.17 | 0.56 | 2.25 | 2.11 | 1.54 | 2.12 | 1.63 | 2.46 | 2.37 | 3.77 | 1.66 | 3.32 | 4.49 | 3.87 | 2.52 | 1.34 |
Data as of 07/03/2025, AR inception is 02/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGBFX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-5) |
-0.99%
Sep 2019 - Sep 2022 |
0.65%
Sep 2017 - Sep 2022 |
3.46%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGBFX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-5) |
13.60%
Sep 2011 - Sep 2014 |
8.83%
Sep 2011 - Sep 2016 |
8.28%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart