Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGLDX (American Funds Global Insight Fund Class R-3) | 9.49% | 21.51% | 16.56% | 8.49% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGLDX (American Funds Global Insight Fund Class R-3) | 11/11/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 21.51 | 16.56 | 8.49 | NA | NA | NA | … | … | 9.49 | 22.14 | 9.79 | 17.79 | -15.78 | 13.20 | 15.59 | 4.37 |
| Sharpe Ratio | NA | 1.55 | 1.03 | 0.41 | NA | NA | NA | … | … | 1.33 | 1.33 | 0.30 | 1.24 | -0.82 | 1.09 | 0.53 | 5.56 |
| Standard Deviation(%) | NA | 13.04 | 12.98 | 14.72 | NA | NA | NA | … | … | 16.61 | 14.80 | 10.70 | 11.00 | 21.10 | 12.12 | 28.91 | 6.53 |
| Draw Down(%) | NA | 10.60 | 14.35 | 25.91 | NA | NA | NA | … | … | 10.60 | 14.35 | 5.90 | 10.25 | 25.91 | 5.71 | 29.73 | 1.71 |
| Yield(%) | 0.00 | 0.61 | 0.93 | 0.73 | 0.83 | 0.55 | 0.41 | … | … | 0.00 | 0.67 | 0.77 | 1.31 | 0.84 | 0.19 | 0.67 | 2.90 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| RGLDX (American Funds Global Insight Fund Class R-3) |
2.68%
Apr 2021 – Apr 2024 |
7.06%
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 |
|---|---|---|---|---|
| RGLDX (American Funds Global Insight Fund Class R-3) |
20.15%
Sep 2022 – Sep 2025 |
11.78%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart