Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGGEX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-4) | 12.57% | 29.19% | 20.82% | 6.82% | 11.29% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGGEX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-4) | 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 (%) | 0.31 | 29.19 | 20.82 | 6.82 | 11.29 | NA | NA | … | … | 12.57 | 23.98 | 10.18 | 24.13 | -30.72 | 9.78 | 26.75 | 27.96 | -8.97 | 28.63 | 3.72 | 0.38 | 2.33 | 25.66 | 15.70 |
| Sharpe Ratio | NA | 1.99 | 1.19 | 0.25 | 0.56 | NA | NA | … | … | 1.77 | 1.24 | 0.26 | 1.56 | -1.25 | 0.66 | 0.87 | 2.25 | -0.66 | 4.30 | 0.25 | 0.03 | 0.22 | 2.44 | 2.17 |
| Standard Deviation(%) | NA | 14.26 | 15.06 | 17.52 | 17.59 | NA | NA | … | … | 17.60 | 17.40 | 13.89 | 12.89 | 25.75 | 14.83 | 30.40 | 11.79 | 15.58 | 6.54 | 14.08 | 13.70 | 10.62 | 10.51 | 12.75 |
| Draw Down(%) | NA | 11.32 | 17.99 | 36.24 | 36.24 | NA | NA | … | … | 11.32 | 17.99 | 8.97 | 11.57 | 32.44 | 8.00 | 32.14 | 6.68 | 20.00 | 2.29 | 12.62 | 13.60 | 9.33 | 8.35 | 4.47 |
| Yield(%) | 0.00 | 6.11 | 4.75 | 2.43 | 4.44 | 4.92 | 3.69 | … | … | 0.00 | 6.55 | 4.82 | 1.22 | 0.59 | 0.50 | 0.37 | 6.08 | 4.87 | 7.47 | 3.78 | 3.87 | 2.59 | 1.41 | 1.52 |
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 |
|---|---|---|---|---|
| RGGEX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-4) |
-2.75%
Apr 2021 – Apr 2024 |
2.34%
Dec 2017 – Dec 2022 |
5.53%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGGEX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-4) |
21.72%
May 2023 – May 2026 |
16.90%
Oct 2016 – Oct 2021 |
11.51%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart