Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGLCX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-3) | 12.25% | 29.27% | 20.38% | 6.63% | 10.98% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGLCX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-3) | 05/24/2012 | 06/03/2026 |
| 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 (%) | 0.72 | 29.27 | 20.38 | 6.63 | 10.98 | NA | NA | … | … | 12.25 | 23.66 | 14.48 | 23.76 | -30.97 | 9.44 | 26.33 | 27.61 | -9.28 | 28.20 | 3.41 | 0.12 | 1.92 | 25.29 | 15.42 |
| Sharpe Ratio | NA | 1.96 | 1.17 | 0.23 | 0.54 | NA | NA | … | … | 1.76 | 1.22 | 0.84 | 1.57 | -1.26 | 0.64 | 0.85 | 2.23 | -0.68 | 4.26 | 0.23 | 0.01 | 0.18 | 2.40 | 2.13 |
| Standard Deviation(%) | NA | 14.24 | 15.06 | 17.54 | 17.60 | NA | NA | … | … | 17.57 | 17.39 | 13.00 | 12.91 | 25.82 | 14.80 | 30.41 | 11.74 | 15.64 | 6.50 | 14.09 | 13.73 | 10.58 | 10.53 | 12.76 |
| Draw Down(%) | NA | 11.38 | 18.04 | 36.44 | 36.44 | NA | NA | … | … | 11.38 | 18.04 | 9.00 | 11.66 | 32.63 | 8.00 | 32.19 | 6.66 | 20.20 | 2.30 | 12.65 | 13.73 | 9.38 | 8.45 | 4.56 |
| Yield(%) | 0.00 | 5.89 | 4.43 | 2.19 | 4.08 | 4.46 | 3.35 | … | … | 0.00 | 6.27 | 4.53 | 0.89 | 0.35 | 0.18 | 0.07 | 5.69 | 4.63 | 7.20 | 3.46 | 3.54 | 2.25 | 1.18 | 1.44 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| RGLCX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-3) |
-3.07%
Apr 2021 – Apr 2024 |
2.02%
Dec 2017 – Dec 2022 |
5.21%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGLCX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-3) |
21.36%
May 2023 – May 2026 |
16.54%
Oct 2016 – Oct 2021 |
11.16%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart