Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGGFX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-5) | 12.73% | 29.54% | 21.15% | 7.15% | 11.62% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGGFX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-5) | 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 (%) | 0.30 | 29.54 | 21.15 | 7.15 | 11.62 | NA | NA | … | … | 12.73 | 24.36 | 10.19 | 24.49 | -30.43 | 10.09 | 27.16 | 28.36 | -8.74 | 28.94 | 4.02 | 0.67 | 2.58 | 26.13 | 15.73 |
| Sharpe Ratio | NA | 2.01 | 1.22 | 0.27 | 0.58 | NA | NA | … | … | 1.80 | 1.26 | 0.26 | 1.58 | -1.24 | 0.68 | 0.88 | 2.29 | -0.65 | 4.33 | 0.27 | 0.05 | 0.24 | 2.48 | 2.17 |
| Standard Deviation(%) | NA | 14.24 | 15.07 | 17.53 | 17.59 | NA | NA | … | … | 17.56 | 17.41 | 13.97 | 12.90 | 25.78 | 14.81 | 30.37 | 11.75 | 15.63 | 6.56 | 14.03 | 13.73 | 10.68 | 10.54 | 12.79 |
| Draw Down(%) | NA | 11.27 | 17.95 | 36.09 | 36.09 | NA | NA | … | … | 11.27 | 17.95 | 8.97 | 11.51 | 32.32 | 7.99 | 32.14 | 6.67 | 19.77 | 2.27 | 12.60 | 13.50 | 9.24 | 8.34 | 4.55 |
| Yield(%) | 0.00 | 6.31 | 5.02 | 2.65 | 4.77 | 5.29 | 3.97 | … | … | 0.00 | 6.77 | 5.09 | 1.51 | 0.79 | 0.78 | 0.64 | 6.32 | 5.11 | 7.73 | 4.01 | 4.08 | 2.42 | 1.61 | 1.55 |
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 |
|---|---|---|---|---|
| RGGFX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-5) |
-2.45%
Apr 2021 – Apr 2024 |
2.67%
Dec 2017 – Dec 2022 |
5.84%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGGFX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-5) |
22.07%
May 2023 – May 2026 |
17.24%
Oct 2016 – Oct 2021 |
11.83%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart