Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGBFX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-5) | 4.63% | 15.03% | 12.40% | 4.91% | 6.57% | 6.48% | NA | … | … |
Data as of 06/05/2026, Common starting date 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 | 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 | 15.03 | 12.40 | 4.91 | 6.57 | 6.48 | NA | … | … | 4.63 | 17.44 | 6.86 | 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 | 1.92 | 1.17 | 0.29 | 0.50 | NA | NA | … | … | 1.44 | 1.59 | 0.42 | 1.29 | -1.12 | 0.56 | 0.54 | 2.39 | -0.80 | 3.27 | 0.63 | -0.37 | 0.58 | 2.44 | 1.61 | -0.13 |
| Standard Deviation(%) | NA | 8.18 | 8.70 | 9.87 | 10.47 | NA | NA | … | … | 10.33 | 9.22 | 7.68 | 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 | 6.73 | 8.75 | 25.59 | 25.59 | NA | NA | … | … | 6.73 | 8.43 | 4.72 | 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 | 6.83 | 5.43 | 3.48 | 3.55 | 3.91 | 3.02 | … | … | 0.52 | 7.25 | 5.92 | 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 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 |
|---|---|---|---|---|
| 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 |
6.23%
Mar 2011 – Mar 2026 |
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) |
15.23%
Sep 2022 – Sep 2025 |
8.83%
Sep 2011 – Sep 2016 |
8.28%
Sep 2011 – Sep 2021 |
6.47%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart