Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGLGX (American Funds Global Insight Fund Class R-6) | 9.37% | 22.22% | 17.13% | 9.28% | 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 |
|---|---|---|
| RGLGX (American Funds Global Insight Fund Class R-6) | 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 (%) | 0.52 | 22.22 | 17.13 | 9.28 | NA | NA | NA | … | … | 9.37 | 22.16 | 10.45 | 18.58 | -15.21 | 13.91 | 15.96 | 4.39 |
| Sharpe Ratio | NA | 1.61 | 1.09 | 0.46 | NA | NA | NA | … | … | 1.38 | 1.33 | 0.36 | 1.31 | -0.79 | 1.15 | 0.54 | 5.63 |
| Standard Deviation(%) | NA | 13.01 | 12.97 | 14.72 | NA | NA | NA | … | … | 16.57 | 14.83 | 10.72 | 10.99 | 21.14 | 12.12 | 28.93 | 6.49 |
| Draw Down(%) | NA | 10.56 | 14.26 | 25.53 | NA | NA | NA | … | … | 10.56 | 14.26 | 5.85 | 10.19 | 25.53 | 5.72 | 29.69 | 1.71 |
| Yield(%) | 0.00 | 1.30 | 1.59 | 1.34 | 1.24 | 0.83 | 0.62 | … | … | 0.00 | 1.43 | 1.40 | 1.79 | 1.23 | 0.99 | 0.92 | 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 |
|---|---|---|---|---|
| RGLGX (American Funds Global Insight Fund Class R-6) |
3.37%
Apr 2021 – Apr 2024 |
7.75%
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 |
|---|---|---|---|---|
| RGLGX (American Funds Global Insight Fund Class R-6) |
20.90%
Sep 2022 – Sep 2025 |
12.46%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart