Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGWEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-4) | 10.72% | 26.85% | 22.09% | 7.61% | 11.14% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGWEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-4) | 05/24/2012 | 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 26.85 | 22.09 | 7.61 | 11.14 | NA | NA | … | … | 10.72 | 20.48 | 20.11 | 28.81 | -33.37 | 14.71 | 21.70 | 27.25 | -6.63 | 25.06 | 4.05 | 1.43 | 5.77 | 29.81 | 12.92 |
| Sharpe Ratio | NA | 1.87 | 1.22 | 0.27 | 0.52 | NA | NA | … | … | 1.60 | 0.93 | 1.17 | 1.84 | -1.23 | 0.97 | 0.69 | 2.11 | -0.50 | 3.71 | 0.27 | 0.10 | 0.53 | 2.81 | 1.73 |
| Standard Deviation(%) | NA | 14.23 | 16.04 | 18.90 | 18.50 | NA | NA | … | … | 16.88 | 19.09 | 14.09 | 13.77 | 28.31 | 15.14 | 31.01 | 12.21 | 16.08 | 6.61 | 14.33 | 13.79 | 10.90 | 10.58 | 13.09 |
| Draw Down(%) | NA | 11.76 | 19.37 | 38.51 | 38.51 | NA | NA | … | … | 11.76 | 19.37 | 9.01 | 11.40 | 34.60 | 7.50 | 31.86 | 6.79 | 18.73 | 2.60 | 12.43 | 13.21 | 8.69 | 7.13 | 5.21 |
| Yield(%) | 0.00 | 6.22 | 5.86 | 2.83 | 4.36 | 5.22 | 3.91 | … | … | 0.00 | 6.54 | 6.73 | 2.07 | 0.24 | 0.00 | 0.54 | 6.98 | 5.40 | 4.06 | 1.02 | 4.71 | 3.30 | 1.01 | 1.17 |
Data as of 06/04/2026, Common starting date is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGWEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-4) |
-2.39%
Dec 2019 – Dec 2022 |
2.02%
Dec 2017 – Dec 2022 |
5.92%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGWEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-4) |
23.13%
May 2023 – May 2026 |
16.50%
Oct 2016 – Oct 2021 |
11.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart