Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGLJX (American Funds Global Insight Fund Class R-5E) | 9.78% | 22.13% | 17.15% | 9.02% | 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 |
|---|---|---|
| RGLJX (American Funds Global Insight Fund Class R-5E) | 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 (%) | 0.48 | 22.13 | 17.15 | 9.02 | NA | NA | NA | … | … | 9.78 | 22.14 | 10.31 | 18.35 | -15.34 | 13.71 | 16.03 | 4.37 |
| Sharpe Ratio | NA | 1.59 | 1.08 | 0.44 | NA | NA | NA | … | … | 1.37 | 1.33 | 0.35 | 1.29 | -0.79 | 1.13 | 0.55 | 5.56 |
| Standard Deviation(%) | NA | 13.04 | 12.98 | 14.72 | NA | NA | NA | … | … | 16.60 | 14.82 | 10.74 | 11.02 | 21.12 | 12.09 | 28.84 | 6.53 |
| Draw Down(%) | NA | 10.58 | 14.32 | 25.63 | NA | NA | NA | … | … | 10.58 | 14.32 | 5.90 | 10.16 | 25.63 | 5.73 | 29.73 | 1.71 |
| Yield(%) | 0.00 | 1.18 | 1.45 | 1.21 | 1.16 | 0.77 | 0.58 | … | … | 0.00 | 1.30 | 1.25 | 1.66 | 1.10 | 0.90 | 0.93 | 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 |
|---|---|---|---|---|
| RGLJX (American Funds Global Insight Fund Class R-5E) |
3.17%
Apr 2021 – Apr 2024 |
7.58%
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 |
|---|---|---|---|---|
| RGLJX (American Funds Global Insight Fund Class R-5E) |
20.72%
Sep 2022 – Sep 2025 |
12.32%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart