Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGNGX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-6) | 6.44% | 18.91% | 17.18% | 7.41% | 9.73% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGNGX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-6) | 05/24/2012 | 06/05/2026 |
| 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 (%) | -2.37 | 18.91 | 17.18 | 7.41 | 9.73 | NA | NA | … | … | 6.44 | 18.58 | 14.92 | 19.17 | -19.15 | 12.41 | 13.96 | 22.26 | -5.61 | 19.47 | 7.89 | -0.63 | 7.31 | 21.27 | 11.10 |
| Sharpe Ratio | NA | 2.06 | 1.38 | 0.43 | 0.63 | NA | NA | … | … | 1.75 | 1.23 | 1.17 | 1.59 | -1.11 | 1.14 | 0.56 | 2.29 | -0.58 | 3.84 | 0.71 | -0.06 | 0.86 | 2.54 | 1.93 |
| Standard Deviation(%) | NA | 10.05 | 11.10 | 12.84 | 13.36 | NA | NA | … | … | 12.05 | 12.85 | 9.65 | 9.85 | 18.53 | 10.91 | 24.42 | 9.07 | 12.06 | 4.92 | 10.78 | 11.15 | 8.53 | 8.38 | 9.97 |
| Draw Down(%) | NA | 8.07 | 12.77 | 25.73 | 26.50 | NA | NA | … | … | 8.07 | 12.77 | 5.35 | 8.77 | 22.92 | 4.21 | 26.50 | 4.82 | 14.93 | 2.04 | 7.61 | 10.51 | 6.24 | 6.54 | 4.50 |
| Yield(%) | 0.00 | 6.35 | 5.77 | 3.67 | 5.03 | 5.57 | 4.18 | … | … | 0.28 | 6.77 | 5.64 | 3.59 | 1.91 | 1.79 | 2.08 | 6.73 | 5.69 | 4.29 | 4.45 | 4.65 | 4.10 | 2.66 | 2.13 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| RGNGX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-6) |
1.18%
Dec 2019 – Dec 2022 |
3.63%
Sep 2017 – Sep 2022 |
5.90%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGNGX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-6) |
18.78%
May 2023 – May 2026 |
12.92%
Oct 2016 – Oct 2021 |
10.42%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart