Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RGPCX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-3) | 5.03% | 15.44% | 10.53% | 8.41% | 8.21% | NA | NA | 10.38% |
Data as of 06/04/2025, AR inception is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGPCX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-3) | 05/24/2012 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.82 | 15.44 | 10.53 | 8.41 | 8.21 | NA | NA | 10.38 | 5.03 | 13.54 | 27.20 | -33.62 | 14.31 | 21.37 | 26.80 | -6.89 | 24.71 | 7.14 | 1.09 | 5.48 | 29.36 | 12.64 |
| Sharpe Ratio | NA | 0.23 | 0.23 | 0.27 | 0.32 | NA | NA | 0.51 | 0.21 | 0.45 | 1.68 | -1.24 | 0.94 | 0.68 | 2.08 | -0.51 | 3.65 | 0.50 | 0.08 | 0.50 | 2.75 | 1.68 |
| Standard Deviation(%) | NA | 21.11 | 19.82 | 19.70 | 18.67 | NA | NA | 17.24 | 26.08 | 15.44 | 13.77 | 28.33 | 15.20 | 31.00 | 12.22 | 16.04 | 6.62 | 13.78 | 13.78 | 10.87 | 10.67 | 13.13 |
| Draw Down(%) | NA | 22.94 | 22.94 | 38.81 | 38.81 | NA | NA | 38.81 | 19.45 | 9.43 | 11.44 | 34.89 | 7.52 | 31.87 | 6.83 | 18.75 | 2.61 | 12.46 | 13.32 | 8.78 | 7.14 | 5.30 |
| Yield(%) | 0.00 | 5.87 | 2.45 | 1.68 | 3.38 | 3.95 | 2.96 | 4.56 | 0.00 | 6.47 | 0.60 | 0.02 | 0.00 | 0.24 | 6.71 | 5.13 | 3.77 | 4.30 | 4.38 | 3.00 | 0.72 | 1.00 |
Data as of 06/04/2025, AR inception is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGPCX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-3) |
-2.71%
Dec 2019 - Dec 2022 |
1.69%
Dec 2017 - Dec 2022 |
5.93%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGPCX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-3) |
20.72%
Dec 2018 - Dec 2021 |
16.91%
Oct 2016 - Oct 2021 |
9.79%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart