Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGWFX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-5) | 7.09% | 23.02% | 21.03% | 7.17% | 11.45% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGWFX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-5) | 05/24/2012 | 06/05/2026 |
| 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 (%) | -3.74 | 23.02 | 21.03 | 7.17 | 11.45 | NA | NA | … | … | 7.09 | 20.82 | 20.47 | 29.18 | -33.13 | 15.09 | 22.10 | 27.59 | -6.29 | 25.45 | 7.73 | 1.76 | 6.05 | 30.15 | 13.04 |
| Sharpe Ratio | NA | 1.90 | 1.24 | 0.29 | 0.56 | NA | NA | … | … | 1.61 | 0.94 | 1.20 | 1.87 | -1.23 | 1.00 | 0.70 | 2.14 | -0.48 | 3.75 | 0.54 | 0.13 | 0.56 | 2.83 | 1.74 |
| Standard Deviation(%) | NA | 14.23 | 16.04 | 18.87 | 18.44 | NA | NA | … | … | 16.92 | 19.08 | 14.07 | 13.78 | 28.22 | 15.10 | 30.99 | 12.19 | 16.08 | 6.64 | 13.82 | 13.82 | 10.84 | 10.63 | 13.10 |
| Draw Down(%) | NA | 11.72 | 19.36 | 38.23 | 38.23 | NA | NA | … | … | 11.72 | 19.36 | 9.00 | 11.38 | 34.36 | 7.47 | 31.83 | 6.73 | 18.64 | 2.63 | 12.41 | 13.17 | 8.60 | 7.11 | 5.29 |
| Yield(%) | 0.00 | 6.43 | 6.12 | 3.06 | 5.05 | 5.97 | 4.47 | … | … | 0.00 | 6.76 | 6.96 | 2.37 | 0.46 | 0.34 | 0.83 | 7.26 | 5.62 | 4.33 | 4.80 | 4.89 | 3.17 | 1.20 | 1.19 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| RGWFX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-5) |
-2.05%
Dec 2019 – Dec 2022 |
2.36%
Dec 2017 – Dec 2022 |
6.59%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGWFX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-5) |
23.47%
May 2023 – May 2026 |
17.61%
Oct 2016 – Oct 2021 |
12.08%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart