Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGNAX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-1) | 8.37% | 20.31% | 16.81% | 6.71% | 8.81% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGNAX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-1) | 05/24/2012 | 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 20.31 | 16.81 | 6.71 | 8.81 | NA | NA | … | … | 8.37 | 17.34 | 13.74 | 17.83 | -20.05 | 11.15 | 12.70 | 20.89 | -6.59 | 18.22 | 7.05 | -1.82 | 6.17 | 19.92 | 10.58 |
| Sharpe Ratio | NA | 1.92 | 1.26 | 0.34 | 0.55 | NA | NA | … | … | 1.62 | 1.13 | 1.05 | 1.45 | -1.16 | 1.02 | 0.51 | 2.14 | -0.66 | 3.60 | 0.63 | -0.16 | 0.72 | 2.36 | 1.86 |
| Standard Deviation(%) | NA | 10.04 | 11.11 | 12.84 | 13.37 | NA | NA | … | … | 12.03 | 12.87 | 9.65 | 9.85 | 18.53 | 10.94 | 24.43 | 9.08 | 12.08 | 4.90 | 10.83 | 11.28 | 8.49 | 8.44 | 9.86 |
| Draw Down(%) | NA | 8.25 | 12.90 | 26.45 | 26.57 | NA | NA | … | … | 8.25 | 12.90 | 5.45 | 8.99 | 23.61 | 4.30 | 26.57 | 4.92 | 15.79 | 2.06 | 7.65 | 10.88 | 6.31 | 6.64 | 4.42 |
| Yield(%) | 0.00 | 5.28 | 4.55 | 2.65 | 3.74 | 4.11 | 3.08 | … | … | 0.05 | 5.66 | 4.51 | 2.44 | 0.98 | 0.63 | 1.03 | 5.60 | 4.66 | 3.12 | 3.61 | 3.55 | 3.04 | 1.58 | 1.82 |
Data as of 06/04/2026, Common starting date is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGNAX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-1) |
0.05%
Dec 2019 – Dec 2022 |
2.49%
Dec 2017 – Dec 2022 |
4.78%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGNAX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-1) |
17.48%
May 2023 – May 2026 |
11.70%
Oct 2016 – Oct 2021 |
9.24%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart