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RGLCX: AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-3 (MUTUAL FUND)
Basic Info 28.44 0.12(0.42%) June 09
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (9%) |
| Start Date: | 05/24/2012 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 5.86% |
| Expenses | 0.58% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.3 | 9.2 | 24.2 | 19.1 | 5.9 | 10.7 | 10.5 | 23.7 | 14.5 | 23.8 | -31.0 | 9.4 | 26.3 | 27.6 | -9.3 | 28.2 | 3.4 | 0.1 | 1.9 | 25.3 | 15.4 |
| Sharpe Ratio | NA | 0.97 | 1.45 | 1.03 | 0.18 | 0.51 | 0.57 | 1.22 | 0.84 | 1.57 | -1.26 | 0.64 | 0.85 | 2.23 | -0.68 | 4.26 | 0.23 | 0.01 | 0.18 | 2.4 | 2.13 |
| Draw Down(%) | NA | 11.4 | 11.4 | 18.0 | 36.4 | 36.4 | 36.4 | 18.0 | 9.0 | 11.7 | 32.6 | 8.0 | 32.2 | 6.7 | 20.2 | 2.3 | 12.7 | 13.7 | 9.4 | 8.4 | 4.6 |
| Standard Deviation(%) | NA | 18.2 | 14.8 | 15.2 | 17.6 | 17.6 | 16.3 | 17.4 | 13.0 | 12.9 | 25.8 | 14.8 | 30.4 | 11.7 | 15.6 | 6.5 | 14.1 | 13.7 | 10.6 | 10.5 | 12.8 |
| Treynor Ratio | NA | 0.19 | 0.23 | 0.16 | 0.03 | 0.09 | 0.1 | 0.2 | 0.12 | 0.21 | -0.28 | 0.09 | 0.26 | 0.25 | -0.1 | 0.34 | 0.04 | 0.0 | 0.02 | 0.31 | 0.34 |
| Alpha | NA | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | -0.03 | 0.04 | 0.03 | -0.06 | 0.0 | 0.05 | 0.02 | 0.03 | 0.02 | 0.0 | 0.02 | 0.02 | 0.04 | 0.0 |
| Beta | NA | 0.91 | 0.93 | 0.97 | 1.04 | 1.01 | 0.97 | 1.06 | 0.92 | 0.96 | 1.14 | 1.03 | 1.0 | 1.06 | 1.08 | 0.81 | 0.8 | 0.85 | 0.89 | 0.81 | 0.8 |
| RSquared | NA | 0.9 | 0.86 | 0.8 | 0.79 | 0.84 | 0.85 | 0.78 | 0.72 | 0.82 | 0.81 | 0.78 | 0.93 | 0.89 | 0.88 | 0.79 | 0.91 | 0.9 | 0.83 | 0.88 | 0.95 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.3 | 4.5 | 0.9 | 0.4 | 0.2 | 0.1 | 5.7 | 4.6 | 7.2 | 3.5 | 3.5 | 2.2 | 1.2 | 1.4 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 54.2 | 519.0 | 72.9 | 117.9 | 225.0 | -98.5 | 4.2 | -21.7 | 112.8 | -7.1 | 58.5 | 130.4 | -4.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/18/2012
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