Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGGBX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-2) | 12.22% | 28.23% | 19.91% | 5.96% | 10.43% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGGBX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-2) | 05/24/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 28.23 | 19.91 | 5.96 | 10.43 | NA | NA | … | … | 12.22 | 23.07 | 9.94 | 23.23 | -31.37 | 8.90 | 25.81 | 27.03 | -9.71 | 27.67 | 2.98 | -0.40 | 1.48 | 24.70 | 15.23 |
| Sharpe Ratio | NA | 1.92 | 1.13 | 0.20 | 0.51 | NA | NA | … | … | 1.72 | 1.18 | 0.24 | 1.49 | -1.27 | 0.60 | 0.84 | 2.16 | -0.71 | 4.17 | 0.20 | -0.03 | 0.14 | 2.35 | 2.09 |
| Standard Deviation(%) | NA | 14.25 | 15.08 | 17.55 | 17.62 | NA | NA | … | … | 17.57 | 17.42 | 13.73 | 12.88 | 25.82 | 14.81 | 30.47 | 11.85 | 15.57 | 6.51 | 14.11 | 13.76 | 10.65 | 10.50 | 12.84 |
| Draw Down(%) | NA | 11.42 | 18.05 | 36.72 | 36.72 | NA | NA | … | … | 11.42 | 18.05 | 9.03 | 11.76 | 32.86 | 8.00 | 32.23 | 6.74 | 20.52 | 2.33 | 12.68 | 13.89 | 9.57 | 8.47 | 4.65 |
| Yield(%) | 0.00 | 5.51 | 4.00 | 1.86 | 3.60 | 3.94 | 2.95 | … | … | 0.00 | 5.89 | 4.16 | 0.40 | 0.00 | 0.00 | 0.00 | 5.31 | 4.22 | 6.78 | 3.10 | 3.26 | 1.94 | 1.00 | 1.35 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| RGGBX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-2) |
-3.56%
Apr 2021 – Apr 2024 |
1.52%
Dec 2017 – Dec 2022 |
4.71%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGGBX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-2) |
20.82%
May 2023 – May 2026 |
16.02%
Oct 2016 – Oct 2021 |
10.64%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart