Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGSFX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-5E) | 10.84% | 27.16% | 22.33% | 10.56% | 13.52% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGSFX (AMERICAN FUNDS GROWTH 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 (%) | -0.03 | 27.16 | 22.33 | 10.56 | 13.52 | NA | NA | … | … | 10.84 | 21.91 | 20.41 | 29.04 | -26.83 | 18.83 | 25.63 | 27.95 | -6.42 | 25.49 | 7.60 | -2.08 |
| Sharpe Ratio | NA | 1.89 | 1.23 | 0.45 | 0.67 | NA | NA | … | … | 1.61 | 1.01 | 1.19 | 1.86 | -1.08 | 1.27 | 0.82 | 2.17 | -0.49 | 3.72 | 0.54 | -1.36 |
| Standard Deviation(%) | NA | 14.23 | 16.05 | 18.27 | 18.11 | NA | NA | … | … | 16.94 | 19.17 | 14.12 | 13.78 | 26.36 | 14.79 | 30.85 | 12.22 | 16.08 | 6.70 | 13.77 | 13.69 |
| Draw Down(%) | NA | 11.71 | 19.36 | 34.01 | 34.01 | NA | NA | … | … | 11.71 | 19.36 | 9.02 | 11.36 | 32.12 | 7.49 | 31.83 | 6.74 | 18.71 | 2.60 | 12.38 | 4.41 |
| Yield(%) | 0.00 | 6.45 | 6.11 | 5.08 | 7.23 | 4.96 | 3.72 | … | … | 0.00 | 6.79 | 6.97 | 2.31 | 6.76 | 4.21 | 4.34 | 7.67 | 5.60 | 4.39 | 4.63 | 4.76 |
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 |
|---|---|---|---|---|
| RGSFX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-5E) |
2.66%
Apr 2021 – Apr 2024 |
5.46%
Sep 2017 – Sep 2022 |
12.15%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGSFX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-5E) |
24.56%
Sep 2022 – Sep 2025 |
18.30%
Oct 2016 – Oct 2021 |
13.75%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart