Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RGEBX (GROWTH FUND OF AMERICA CLASS R-2E) | 11.46% | 18.57% | 24.45% | 14.20% | 13.61% | NA | NA | 14.42% |
Data as of 07/14/2025, AR inception is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGEBX (GROWTH FUND OF AMERICA CLASS R-2E) | 09/02/2014 | 07/14/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.13 | 18.57 | 24.45 | 14.20 | 13.61 | NA | NA | 14.42 | 11.46 | 27.40 | 36.57 | -31.08 | 18.72 | 37.17 | 27.94 | -3.64 | 25.53 | 7.98 | 5.05 | 0.68 |
| Sharpe Ratio | NA | 0.67 | 1.02 | 0.57 | 0.62 | NA | NA | 0.61 | 0.70 | 1.51 | 2.20 | -1.11 | 1.13 | 1.15 | 1.95 | -0.27 | 3.24 | 0.54 | 0.33 | 0.14 |
| Standard Deviation(%) | NA | 23.03 | 19.78 | 20.80 | 19.90 | NA | NA | 19.45 | 26.95 | 15.72 | 15.09 | 29.35 | 16.54 | 32.01 | 13.57 | 18.49 | 7.72 | 14.41 | 15.04 | 14.38 |
| Draw Down(%) | NA | 21.64 | 21.64 | 36.66 | 36.66 | NA | NA | 36.66 | 21.64 | 10.07 | 10.84 | 34.52 | 8.69 | 30.42 | 7.99 | 21.00 | 3.36 | 14.14 | 11.64 | 8.61 |
| Yield(%) | 0.00 | 8.75 | 8.43 | 7.62 | 8.75 | 6.28 | 4.71 | 9.42 | 0.00 | 10.62 | 9.27 | 2.53 | 9.23 | 5.41 | 8.52 | 9.97 | 7.97 | 6.74 | 8.92 | 9.30 |
Data as of 07/14/2025, AR inception is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGEBX (GROWTH FUND OF AMERICA CLASS R-2E) |
3.63%
Apr 2021 - Apr 2024 |
6.71%
Dec 2017 - Dec 2022 |
11.99%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGEBX (GROWTH FUND OF AMERICA CLASS R-2E) |
27.72%
Dec 2018 - Dec 2021 |
21.63%
Oct 2016 - Oct 2021 |
13.82%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart