Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGBHX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-5E) | 6.47% | 16.92% | 12.95% | 6.06% | 7.20% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGBHX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-5E) | 11/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 16.92 | 12.95 | 6.06 | 7.20 | NA | NA | … | … | 6.47 | 17.33 | 6.77 | 13.92 | -14.10 | 9.38 | 10.71 | 17.47 | -5.96 | 14.36 | 6.52 | -1.70 |
| Sharpe Ratio | NA | 1.91 | 1.15 | 0.38 | 0.54 | NA | NA | … | … | 1.43 | 1.57 | 0.41 | 1.27 | -1.13 | 1.15 | 0.53 | 2.38 | -0.81 | 3.10 | 0.68 | -1.75 |
| Standard Deviation(%) | NA | 8.18 | 8.71 | 9.76 | 10.43 | NA | NA | … | … | 10.31 | 9.22 | 7.70 | 8.15 | 13.83 | 8.15 | 19.51 | 6.73 | 9.13 | 4.44 | 9.22 | 8.82 |
| Draw Down(%) | NA | 6.72 | 8.80 | 22.42 | 23.32 | NA | NA | … | … | 6.72 | 8.45 | 4.73 | 8.31 | 22.39 | 3.69 | 23.32 | 3.87 | 13.13 | 1.95 | 5.78 | 3.38 |
| Yield(%) | 0.00 | 6.76 | 5.34 | 4.22 | 4.07 | 2.94 | 2.20 | … | … | 0.50 | 7.17 | 5.82 | 2.01 | 1.44 | 6.43 | 1.53 | 2.37 | 2.31 | 3.78 | 2.21 | 2.33 |
Data as of 06/04/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGBHX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-5E) |
0.35%
Sep 2019 – Sep 2022 |
1.43%
Sep 2017 – Sep 2022 |
6.80%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGBHX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-5E) |
15.10%
Sep 2022 – Sep 2025 |
8.88%
Feb 2016 – Feb 2021 |
7.93%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart