Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGBGX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-6) | 6.55% | 17.09% | 13.13% | 5.31% | 6.82% | 6.65% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGBGX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-6) | 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 (%) | 0.05 | 17.09 | 13.13 | 5.31 | 6.82 | 6.65 | NA | … | … | 6.55 | 17.50 | 6.92 | 14.10 | -13.96 | 4.96 | 10.87 | 17.64 | -5.81 | 14.39 | 6.02 | -3.16 | 4.04 | 17.55 | 13.10 | -1.72 |
| Sharpe Ratio | NA | 1.92 | 1.17 | 0.30 | 0.51 | NA | NA | … | … | 1.45 | 1.59 | 0.43 | 1.29 | -1.12 | 0.56 | 0.54 | 2.40 | -0.79 | 3.28 | 0.63 | -0.37 | 0.60 | 2.45 | 1.61 | -0.13 |
| Standard Deviation(%) | NA | 8.19 | 8.71 | 9.87 | 10.47 | NA | NA | … | … | 10.33 | 9.22 | 7.69 | 8.16 | 13.85 | 8.79 | 19.53 | 6.75 | 9.12 | 4.20 | 9.20 | 8.74 | 6.69 | 7.14 | 8.15 | 14.48 |
| Draw Down(%) | NA | 6.70 | 8.74 | 25.59 | 25.59 | NA | NA | … | … | 6.70 | 8.43 | 4.73 | 8.26 | 22.31 | 6.06 | 23.31 | 3.89 | 13.04 | 1.98 | 6.10 | 9.56 | 5.47 | 5.93 | 6.54 | 13.34 |
| Yield(%) | 0.00 | 6.90 | 5.50 | 3.53 | 3.62 | 3.98 | 3.07 | … | … | 0.53 | 7.33 | 5.98 | 2.17 | 1.59 | 2.17 | 1.68 | 2.52 | 2.42 | 3.82 | 1.70 | 3.38 | 4.59 | 3.92 | 2.57 | 1.37 |
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 |
|---|---|---|---|---|
| RGBGX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-6) |
-0.94%
Sep 2019 – Sep 2022 |
0.70%
Sep 2017 – Sep 2022 |
3.52%
Oct 2013 – Oct 2023 |
6.28%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGBGX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-6) |
15.29%
Sep 2022 – Sep 2025 |
8.89%
Feb 2016 – Feb 2021 |
8.34%
Sep 2011 – Sep 2021 |
6.52%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart