Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGOFX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-5E) | 5.06% | 13.67% | 12.21% | 6.59% | 7.44% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGOFX (AMERICAN FUNDS INCOME 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 (%) | 0.14 | 13.67 | 12.21 | 6.59 | 7.44 | NA | NA | … | … | 5.06 | 14.36 | 9.44 | 9.73 | -8.56 | 13.15 | 5.88 | 16.02 | -3.45 | 11.81 | 10.08 | -1.49 |
| Sharpe Ratio | NA | 2.02 | 1.38 | 0.56 | 0.70 | NA | NA | … | … | 1.45 | 1.53 | 1.00 | 0.94 | -0.97 | 2.26 | 0.33 | 2.79 | -0.67 | 3.30 | 1.32 | -1.63 |
| Standard Deviation(%) | NA | 5.89 | 6.75 | 7.48 | 8.38 | NA | NA | … | … | 7.13 | 7.53 | 5.81 | 6.55 | 10.38 | 5.81 | 16.97 | 5.21 | 7.21 | 3.39 | 7.46 | 8.38 |
| Draw Down(%) | NA | 5.16 | 7.07 | 15.26 | 21.27 | NA | NA | … | … | 5.16 | 7.07 | 3.24 | 6.23 | 15.26 | 2.51 | 21.27 | 2.67 | 8.99 | 1.12 | 4.86 | 3.12 |
| Yield(%) | 0.00 | 5.88 | 5.85 | 4.94 | 5.34 | 3.80 | 2.85 | … | … | 0.71 | 6.27 | 5.59 | 5.21 | 4.42 | 4.99 | 5.72 | 5.25 | 4.62 | 3.76 | 3.99 | 1.67 |
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 |
|---|---|---|---|---|
| RGOFX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-5E) |
1.97%
Sep 2019 – Sep 2022 |
3.15%
Sep 2017 – Sep 2022 |
7.20%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGOFX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-5E) |
13.19%
Sep 2022 – Sep 2025 |
9.01%
Mar 2020 – Mar 2025 |
8.13%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart