Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGLAX (American Funds Global Insight Fund) | 6.10% | 17.84% | 15.02% | 7.61% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGLAX (American Funds Global Insight Fund) | 11/11/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.91 | 17.84 | 15.02 | 7.61 | NA | NA | NA | … | … | 6.10 | 22.13 | 9.39 | 17.49 | -15.92 | 13.41 | 15.76 | 4.38 |
| Sharpe Ratio | NA | 1.52 | 1.01 | 0.39 | NA | NA | NA | … | … | 1.31 | 1.33 | 0.26 | 1.21 | -0.82 | 1.11 | 0.54 | 5.57 |
| Standard Deviation(%) | NA | 13.01 | 12.98 | 14.74 | NA | NA | NA | … | … | 16.56 | 14.79 | 10.71 | 11.00 | 21.18 | 12.11 | 28.80 | 6.54 |
| Draw Down(%) | NA | 10.63 | 14.41 | 25.98 | NA | NA | NA | … | … | 10.63 | 14.41 | 5.93 | 10.37 | 25.98 | 5.70 | 29.73 | 1.71 |
| Yield(%) | 0.00 | 0.31 | 0.53 | 0.47 | 0.67 | 0.44 | 0.33 | … | … | 0.00 | 0.34 | 0.34 | 0.91 | 0.73 | 0.10 | 0.73 | 2.91 |
Data as of 06/05/2026, Common starting date is 11/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGLAX (American Funds Global Insight Fund) |
2.56%
Apr 2021 – Apr 2024 |
6.85%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGLAX (American Funds Global Insight Fund) |
19.77%
Sep 2022 – Sep 2025 |
11.67%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart