Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGQFX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-5E) | 8.89% | 21.47% | 17.95% | 9.50% | 11.03% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGQFX (AMERICAN FUNDS GROWTH AND 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 (%) | 0.13 | 21.47 | 17.95 | 9.50 | 11.03 | NA | NA | … | … | 8.89 | 18.39 | 14.84 | 18.94 | -15.74 | 16.55 | 16.57 | 22.08 | -5.75 | 19.45 | 8.14 | -1.77 |
| Sharpe Ratio | NA | 2.04 | 1.36 | 0.57 | 0.72 | NA | NA | … | … | 1.73 | 1.20 | 1.16 | 1.57 | -0.97 | 1.61 | 0.67 | 2.28 | -0.59 | 3.69 | 0.73 | -1.37 |
| Standard Deviation(%) | NA | 10.07 | 11.13 | 12.52 | 13.19 | NA | NA | … | … | 12.06 | 12.94 | 9.64 | 9.85 | 17.78 | 10.27 | 24.26 | 9.05 | 12.08 | 5.12 | 10.82 | 11.72 |
| Draw Down(%) | NA | 8.09 | 12.80 | 23.03 | 26.52 | NA | NA | … | … | 8.09 | 12.80 | 5.37 | 8.77 | 23.03 | 4.27 | 26.52 | 4.77 | 15.05 | 1.98 | 7.63 | 3.64 |
| Yield(%) | 0.00 | 6.23 | 5.63 | 5.03 | 6.28 | 4.41 | 3.31 | … | … | 0.25 | 6.66 | 5.52 | 3.46 | 5.25 | 5.92 | 4.63 | 6.60 | 5.56 | 4.24 | 4.69 | 3.35 |
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 |
|---|---|---|---|---|
| RGQFX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-5E) |
3.24%
Mar 2017 – Mar 2020 |
4.78%
Sep 2017 – Sep 2022 |
10.18%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGQFX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-5E) |
19.83%
Sep 2022 – Sep 2025 |
13.33%
Oct 2016 – Oct 2021 |
11.47%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart