Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGTFX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-5E) | 12.47% | 29.92% | 21.00% | 9.30% | 12.71% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGTFX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-5E) | 11/23/2015 | 06/03/2026 |
| 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 (%) | 0.75 | 29.92 | 21.00 | 9.30 | 12.71 | NA | NA | … | … | 12.47 | 24.23 | 15.04 | 24.38 | -25.59 | 13.22 | 27.67 | 28.22 | -8.82 | 28.99 | 3.85 | -2.24 |
| Sharpe Ratio | NA | 2.01 | 1.21 | 0.39 | 0.64 | NA | NA | … | … | 1.79 | 1.25 | 0.88 | 1.62 | -1.11 | 0.91 | 0.90 | 2.27 | -0.66 | 4.22 | 0.26 | -1.47 |
| Standard Deviation(%) | NA | 14.27 | 15.07 | 17.11 | 17.41 | NA | NA | … | … | 17.56 | 17.45 | 12.98 | 12.91 | 24.53 | 14.50 | 30.45 | 11.78 | 15.63 | 6.74 | 14.10 | 13.55 |
| Draw Down(%) | NA | 11.26 | 17.96 | 34.30 | 34.30 | NA | NA | … | … | 11.26 | 17.96 | 8.97 | 11.52 | 32.39 | 7.96 | 32.12 | 6.68 | 19.84 | 2.29 | 12.64 | 4.54 |
| Yield(%) | 0.00 | 6.36 | 5.00 | 4.24 | 6.19 | 4.18 | 3.13 | … | … | 0.00 | 6.79 | 5.07 | 1.44 | 5.65 | 3.92 | 1.22 | 6.30 | 5.15 | 7.82 | 3.84 | 4.02 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| RGTFX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-5E) |
0.66%
Apr 2021 – Apr 2024 |
4.03%
Sep 2017 – Sep 2022 |
11.20%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGTFX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-5E) |
22.83%
Dec 2018 – Dec 2021 |
17.27%
Oct 2016 – Oct 2021 |
12.89%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart