Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGBLX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-1) | 6.05% | 15.86% | 11.94% | 4.20% | 5.70% | 5.58% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGBLX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-1) | 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 (%) | 0.02 | 15.86 | 11.94 | 4.20 | 5.70 | 5.58 | NA | … | … | 6.05 | 16.29 | 5.78 | 12.87 | -14.86 | 3.86 | 9.62 | 16.34 | -6.83 | 13.09 | 5.24 | -4.12 | 3.05 | 16.67 | 12.12 | -2.57 |
| Sharpe Ratio | NA | 1.77 | 1.04 | 0.18 | 0.40 | NA | NA | … | … | 1.32 | 1.46 | 0.28 | 1.14 | -1.18 | 0.44 | 0.48 | 2.21 | -0.90 | 2.98 | 0.55 | -0.47 | 0.45 | 2.33 | 1.49 | -0.20 |
| Standard Deviation(%) | NA | 8.17 | 8.70 | 9.87 | 10.47 | NA | NA | … | … | 10.30 | 9.19 | 7.70 | 8.18 | 13.85 | 8.77 | 19.53 | 6.74 | 9.12 | 4.19 | 9.19 | 8.76 | 6.69 | 7.14 | 8.14 | 14.49 |
| Draw Down(%) | NA | 6.80 | 9.24 | 26.31 | 26.31 | NA | NA | … | … | 6.80 | 8.54 | 4.96 | 8.54 | 22.93 | 6.15 | 23.42 | 3.99 | 13.89 | 1.99 | 6.02 | 9.92 | 5.75 | 5.98 | 6.71 | 13.76 |
| Yield(%) | 0.00 | 5.76 | 4.31 | 2.53 | 2.39 | 2.70 | 2.07 | … | … | 0.27 | 6.13 | 4.87 | 1.04 | 0.71 | 1.03 | 0.59 | 1.30 | 1.35 | 2.60 | 0.88 | 2.38 | 3.67 | 3.13 | 1.62 | 0.67 |
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 |
|---|---|---|---|---|
| RGBLX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-1) |
-2.00%
Sep 2019 – Sep 2022 |
-0.39%
Sep 2017 – Sep 2022 |
2.46%
Oct 2013 – Oct 2023 |
5.21%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGBLX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-1) |
14.07%
Sep 2022 – Sep 2025 |
7.93%
Sep 2011 – Sep 2016 |
7.27%
Sep 2011 – Sep 2021 |
5.45%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart