Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGGAX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-1) | 7.99% | 23.51% | 18.44% | 5.21% | 10.06% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGGAX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-1) | 05/24/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.83 | 23.51 | 18.44 | 5.21 | 10.06 | NA | NA | … | … | 7.99 | 22.16 | 14.02 | 23.32 | -31.24 | 9.00 | 25.89 | 27.06 | -9.67 | 27.66 | 2.89 | -0.32 | 1.48 | 24.73 | 15.18 |
| Sharpe Ratio | NA | 1.41 | 1.00 | 0.15 | 0.48 | NA | NA | … | … | 0.94 | 1.12 | 0.80 | 1.54 | -1.27 | 0.60 | 0.84 | 2.17 | -0.71 | 4.15 | 0.19 | -0.03 | 0.14 | 2.35 | 2.10 |
| Standard Deviation(%) | NA | 14.79 | 15.22 | 17.64 | 17.66 | NA | NA | … | … | 18.26 | 17.32 | 13.04 | 12.88 | 25.88 | 14.84 | 30.39 | 11.81 | 15.58 | 6.53 | 14.10 | 13.69 | 10.65 | 10.53 | 12.75 |
| Draw Down(%) | NA | 11.42 | 18.04 | 36.69 | 36.69 | NA | NA | … | … | 11.42 | 18.04 | 9.01 | 11.73 | 32.83 | 8.02 | 32.21 | 6.75 | 20.49 | 2.31 | 12.70 | 13.91 | 9.55 | 8.47 | 4.57 |
| Yield(%) | 0.00 | 5.46 | 4.00 | 1.86 | 3.58 | 3.90 | 2.93 | … | … | 0.00 | 5.83 | 4.12 | 0.51 | 0.00 | 0.00 | 0.00 | 5.30 | 4.17 | 6.85 | 2.71 | 3.19 | 1.87 | 0.89 | 1.20 |
Data as of 06/05/2026, Common starting date is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGGAX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-1) |
-3.45%
Apr 2021 – Apr 2024 |
1.61%
Dec 2017 – Dec 2022 |
4.77%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGGAX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-1) |
20.88%
May 2023 – May 2026 |
16.06%
Oct 2016 – Oct 2021 |
10.70%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart