Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGLHX (American Funds Global Insight Fund Class R-2E) | 9.48% | 21.44% | 16.47% | 8.42% | 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 |
|---|---|---|
| RGLHX (American Funds Global Insight Fund Class R-2E) | 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 | 21.44 | 16.47 | 8.42 | NA | NA | NA | … | … | 9.48 | 22.10 | 9.68 | 17.67 | -15.78 | 13.16 | 16.02 | 4.36 |
| Sharpe Ratio | NA | 1.54 | 1.03 | 0.40 | NA | NA | NA | … | … | 1.32 | 1.33 | 0.29 | 1.24 | -0.82 | 1.08 | 0.54 | 5.53 |
| Standard Deviation(%) | NA | 13.02 | 12.96 | 14.71 | NA | NA | NA | … | … | 16.61 | 14.78 | 10.71 | 10.95 | 21.11 | 12.13 | 28.86 | 6.56 |
| Draw Down(%) | NA | 10.64 | 14.39 | 25.88 | NA | NA | NA | … | … | 10.64 | 14.39 | 5.87 | 10.28 | 25.88 | 5.75 | 29.73 | 1.71 |
| Yield(%) | 0.00 | 0.58 | 0.74 | 0.60 | 0.77 | 0.51 | 0.38 | … | … | 0.00 | 0.64 | 0.55 | 0.98 | 0.68 | 0.22 | 0.91 | 2.89 |
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 |
|---|---|---|---|---|
| RGLHX (American Funds Global Insight Fund Class R-2E) |
2.60%
Apr 2021 – Apr 2024 |
6.98%
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 |
|---|---|---|---|---|
| RGLHX (American Funds Global Insight Fund Class R-2E) |
20.03%
Sep 2022 – Sep 2025 |
11.79%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart