Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGMFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-5E) | 0.10% | 3.18% | 4.30% | 1.60% | 1.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGMFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-5E) | 11/23/2015 | 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 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.18 | 4.30 | 1.60 | 1.97 | NA | NA | … | … | 0.10 | 5.98 | 4.01 | 4.30 | -5.72 | -0.42 | 6.07 | 4.04 | 1.24 | 1.30 | 1.42 | -0.27 |
| Sharpe Ratio | NA | 0.42 | 0.42 | -0.30 | 0.15 | NA | NA | … | … | -1.15 | 1.29 | 0.15 | 0.15 | -1.92 | -0.33 | 2.87 | 1.34 | -0.10 | 0.40 | 0.68 | -1.70 |
| Standard Deviation(%) | NA | 2.01 | 2.71 | 3.09 | 2.50 | NA | NA | … | … | 1.97 | 2.42 | 2.63 | 4.24 | 3.74 | 1.36 | 2.02 | 1.92 | 1.46 | 1.59 | 1.78 | 1.62 |
| Draw Down(%) | NA | 1.31 | 1.58 | 8.12 | 8.12 | NA | NA | … | … | 1.31 | 1.15 | 1.58 | 2.66 | 7.58 | 0.79 | 2.34 | 0.90 | 1.04 | 0.88 | 2.00 | 0.57 |
| Yield(%) | 0.00 | 3.67 | 3.99 | 2.97 | 2.44 | 1.69 | 1.26 | … | … | 1.15 | 4.17 | 4.26 | 3.46 | 2.06 | 1.13 | 2.63 | 2.18 | 1.82 | 1.40 | 1.43 | 0.23 |
Data as of 06/04/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGMFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-5E) |
-1.67%
Oct 2020 – Oct 2023 |
0.61%
Oct 2017 – Oct 2022 |
2.00%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGMFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-5E) |
5.08%
Feb 2023 – Feb 2026 |
2.80%
Dec 2015 – Dec 2020 |
2.17%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart