Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGLFX (American Funds Global Insight Fund Class R-5) | 9.34% | 22.14% | 17.06% | 9.22% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGLFX (American Funds Global Insight Fund Class R-5) | 11/11/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 22.14 | 17.06 | 9.22 | NA | NA | NA | … | … | 9.34 | 22.16 | 10.38 | 18.54 | -15.24 | 13.81 | 16.00 | 4.39 |
| Sharpe Ratio | NA | 1.60 | 1.09 | 0.45 | NA | NA | NA | … | … | 1.38 | 1.33 | 0.35 | 1.31 | -0.79 | 1.14 | 0.54 | 5.61 |
| Standard Deviation(%) | NA | 13.02 | 12.96 | 14.73 | NA | NA | NA | … | … | 16.59 | 14.81 | 10.69 | 11.02 | 21.15 | 12.10 | 28.84 | 6.50 |
| Draw Down(%) | NA | 10.57 | 14.30 | 25.58 | NA | NA | NA | … | … | 10.57 | 14.30 | 5.86 | 10.14 | 25.58 | 5.72 | 29.73 | 1.71 |
| Yield(%) | 0.00 | 1.26 | 1.54 | 1.30 | 1.21 | 0.81 | 0.61 | … | … | 0.00 | 1.39 | 1.33 | 1.75 | 1.20 | 0.95 | 0.90 | 2.92 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| RGLFX (American Funds Global Insight Fund Class R-5) |
3.30%
Apr 2021 – Apr 2024 |
7.69%
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 |
|---|---|---|---|---|
| RGLFX (American Funds Global Insight Fund Class R-5) |
20.86%
Sep 2022 – Sep 2025 |
12.43%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart