Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGGBX (American Funds Global Growth P) | NA | 14.23% | 4.46% | NA | NA | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGGBX (American Funds Global Growth P) | 05/24/2012 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 14.23 | 4.46 | NA | NA | NA | NA | … | … | 8.85 | 2.88 | -0.46 | 1.48 | 24.56 | 15.11 |
| Sharpe Ratio | NA | 1.24 | 0.35 | NA | NA | NA | NA | … | … | 6.09 | 0.19 | -0.04 | 0.14 | 2.34 | 2.08 |
| Standard Deviation(%) | NA | 11.18 | 12.58 | NA | NA | NA | NA | … | … | 6.00 | 14.11 | 13.76 | 10.65 | 10.49 | 12.77 |
| Draw Down(%) | NA | 7.65 | 19.41 | NA | NA | NA | NA | … | … | 1.08 | 12.73 | 13.89 | 9.55 | 8.47 | 4.65 |
| Yield(%) | 0.00 | 2.71 | 2.38 | 2.39 | 1.20 | 0.80 | 0.60 | … | … | 0.00 | 2.70 | 2.96 | 1.58 | 0.72 | 1.13 |
Data as of 04/10/2017, 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 |
|---|---|---|---|---|
| CGGBX (American Funds Global Growth P) |
1.29%
Dec 2013 – Dec 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGGBX (American Funds Global Growth P) |
13.43%
Jun 2012 – Jun 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart