Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGPFX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-5E) | 7.55% | 19.06% | 15.20% | 7.79% | 9.38% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGPFX (AMERICAN FUNDS BALANCED 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 (%) | 0.09 | 19.06 | 15.20 | 7.79 | 9.38 | NA | NA | … | … | 7.55 | 17.22 | 11.48 | 14.05 | -13.44 | 14.06 | 13.34 | 19.73 | -4.41 | 16.91 | 6.13 | -1.48 |
| Sharpe Ratio | NA | 2.10 | 1.32 | 0.52 | 0.72 | NA | NA | … | … | 1.69 | 1.35 | 0.96 | 1.25 | -1.02 | 1.69 | 0.65 | 2.56 | -0.60 | 3.94 | 0.69 | -1.44 |
| Standard Deviation(%) | NA | 8.47 | 9.37 | 10.39 | 10.87 | NA | NA | … | … | 10.22 | 10.66 | 8.19 | 8.41 | 14.58 | 8.30 | 20.17 | 7.14 | 9.67 | 4.15 | 8.56 | 9.46 |
| Draw Down(%) | NA | 7.07 | 10.36 | 20.54 | 23.20 | NA | NA | … | … | 7.07 | 10.36 | 4.20 | 7.92 | 20.54 | 3.58 | 23.20 | 3.61 | 12.04 | 1.37 | 6.54 | 3.04 |
| Yield(%) | 0.00 | 6.52 | 4.93 | 4.56 | 5.28 | 3.70 | 2.77 | … | … | 0.29 | 6.89 | 4.07 | 2.73 | 5.04 | 5.61 | 2.98 | 4.61 | 4.45 | 4.11 | 3.81 | 2.79 |
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 |
|---|---|---|---|---|
| RGPFX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-5E) |
2.58%
Apr 2021 – Apr 2024 |
4.10%
Sep 2017 – Sep 2022 |
8.74%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGPFX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-5E) |
16.34%
Sep 2022 – Sep 2025 |
11.58%
Dec 2016 – Dec 2021 |
9.85%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart