Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGNBX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-2) | 8.40% | 20.35% | 16.84% | 6.74% | 8.85% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/21/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGNBX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-2) | 05/21/2012 | 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 | 20.35 | 16.84 | 6.74 | 8.85 | NA | NA | … | … | 8.40 | 17.37 | 13.74 | 17.86 | -20.07 | 11.18 | 12.74 | 20.95 | -6.59 | 18.14 | 7.21 | -1.75 | 6.08 | 19.92 | 10.44 |
| Sharpe Ratio | NA | 1.92 | 1.26 | 0.34 | 0.55 | NA | NA | … | … | 1.62 | 1.13 | 1.05 | 1.45 | -1.17 | 1.02 | 0.51 | 2.15 | -0.66 | 3.48 | 0.64 | -0.16 | 0.71 | 2.34 | 1.82 |
| Standard Deviation(%) | NA | 10.05 | 11.13 | 12.85 | 13.38 | NA | NA | … | … | 12.11 | 12.88 | 9.65 | 9.89 | 18.51 | 10.94 | 24.43 | 9.08 | 12.10 | 5.04 | 10.85 | 11.17 | 8.55 | 8.51 | 9.74 |
| Draw Down(%) | NA | 8.23 | 12.89 | 26.42 | 26.59 | NA | NA | … | … | 8.23 | 12.89 | 5.41 | 8.95 | 23.58 | 4.26 | 26.59 | 4.87 | 15.76 | 2.06 | 7.66 | 10.92 | 6.32 | 6.64 | 4.51 |
| Yield(%) | 0.00 | 5.32 | 4.59 | 2.68 | 3.79 | 4.15 | 3.11 | … | … | 0.05 | 5.70 | 4.55 | 2.48 | 1.01 | 0.64 | 1.03 | 5.60 | 4.69 | 3.16 | 3.84 | 3.62 | 3.02 | 1.66 | 1.89 |
Data as of 06/04/2026, Common starting date is 05/21/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGNBX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-2) |
0.06%
Dec 2019 – Dec 2022 |
2.51%
Dec 2017 – Dec 2022 |
4.79%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGNBX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-2) |
17.51%
May 2023 – May 2026 |
11.72%
Oct 2016 – Oct 2021 |
9.27%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart