Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RGWAX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-1) | 11.22% | 16.45% | 15.24% | 7.97% | 8.26% | NA | NA | 10.37% |
Data as of 07/17/2025, AR inception is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGWAX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-1) | 05/24/2012 | 07/17/2025 |
| 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 (%) | 0.22 | 16.45 | 15.24 | 7.97 | 8.26 | NA | NA | 10.37 | 11.22 | 19.25 | 26.62 | -34.07 | 13.75 | 20.74 | 26.29 | -7.31 | 24.17 | 6.64 | 0.65 | 5.00 | 28.73 | 12.46 |
| Sharpe Ratio | NA | 0.57 | 0.61 | 0.30 | 0.38 | NA | NA | 0.53 | 0.76 | 0.90 | 1.64 | -1.25 | 0.90 | 0.66 | 2.04 | -0.54 | 3.58 | 0.47 | 0.04 | 0.46 | 2.70 | 1.66 |
| Standard Deviation(%) | NA | 20.26 | 18.83 | 19.28 | 18.56 | NA | NA | 17.12 | 23.63 | 14.06 | 13.78 | 28.42 | 15.19 | 30.98 | 12.22 | 16.09 | 6.60 | 13.77 | 13.79 | 10.92 | 10.61 | 13.14 |
| Draw Down(%) | NA | 19.47 | 20.30 | 39.26 | 39.26 | NA | NA | 39.26 | 19.47 | 9.03 | 11.57 | 35.29 | 7.56 | 31.88 | 6.87 | 19.08 | 2.63 | 12.44 | 13.39 | 8.89 | 7.16 | 5.39 |
| Yield(%) | 0.00 | 5.54 | 2.45 | 1.41 | 3.05 | 3.53 | 2.65 | 4.07 | 0.00 | 6.38 | 0.09 | 0.00 | 0.00 | 0.00 | 6.34 | 4.88 | 3.30 | 3.72 | 4.00 | 2.57 | 0.34 | 0.92 |
Data as of 07/17/2025, 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 |
|---|---|---|---|---|
| RGWAX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-1) |
-3.25%
Dec 2019 - Dec 2022 |
1.17%
Dec 2017 - Dec 2022 |
5.43%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGWAX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-1) |
20.15%
Dec 2018 - Dec 2021 |
16.37%
Oct 2016 - Oct 2021 |
9.29%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart