Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGLEX (American Funds Global Insight Fund Class R-4) | 9.65% | 21.87% | 16.89% | 8.81% | 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 |
|---|---|---|
| RGLEX (American Funds Global Insight Fund Class R-4) | 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 (%) | 0.49 | 21.87 | 16.89 | 8.81 | NA | NA | NA | … | … | 9.65 | 22.09 | 10.08 | 18.14 | -15.51 | 13.58 | 15.89 | 4.38 |
| Sharpe Ratio | NA | 1.58 | 1.06 | 0.43 | NA | NA | NA | … | … | 1.36 | 1.33 | 0.33 | 1.28 | -0.80 | 1.12 | 0.54 | 5.62 |
| Standard Deviation(%) | NA | 13.03 | 12.97 | 14.73 | NA | NA | NA | … | … | 16.59 | 14.78 | 10.72 | 10.98 | 21.16 | 12.14 | 28.87 | 6.47 |
| Draw Down(%) | NA | 10.60 | 14.35 | 25.74 | NA | NA | NA | … | … | 10.60 | 14.35 | 5.88 | 10.19 | 25.74 | 5.74 | 29.69 | 1.71 |
| Yield(%) | 0.00 | 0.97 | 1.22 | 1.04 | 1.04 | 0.70 | 0.52 | … | … | 0.00 | 1.06 | 0.99 | 1.49 | 0.92 | 0.92 | 0.85 | 2.91 |
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 |
|---|---|---|---|---|
| RGLEX (American Funds Global Insight Fund Class R-4) |
2.99%
Apr 2021 – Apr 2024 |
7.38%
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 |
|---|---|---|---|---|
| RGLEX (American Funds Global Insight Fund Class R-4) |
20.49%
Sep 2022 – Sep 2025 |
12.13%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart