Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGRGX (American Funds Growth Portfolio Class ABLE-F-2) | 5.77% | 19.85% | 19.90% | 9.45% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGRGX (American Funds Growth Portfolio Class ABLE-F-2) | 11/02/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.43 | 19.85 | 19.90 | 9.45 | NA | NA | NA | … | … | 5.77 | 20.82 | 20.46 | 29.15 | -26.72 | 18.92 | 17.09 |
| Sharpe Ratio | NA | 1.39 | 1.10 | 0.40 | NA | NA | NA | … | … | 0.85 | 0.94 | 1.20 | 1.87 | -1.07 | 1.28 | 13.39 |
| Standard Deviation(%) | NA | 14.68 | 16.13 | 18.30 | NA | NA | NA | … | … | 17.44 | 19.07 | 14.06 | 13.78 | 26.35 | 14.74 | 12.22 |
| Draw Down(%) | NA | 11.74 | 19.34 | 33.96 | NA | NA | NA | … | … | 11.74 | 19.34 | 9.00 | 11.34 | 32.08 | 7.48 | 1.20 |
| Yield(%) | 0.00 | 6.40 | 6.06 | 5.08 | 3.58 | 2.39 | 1.79 | … | … | 0.00 | 6.82 | 7.01 | 2.35 | 6.81 | 4.27 | 4.19 |
Data as of 06/10/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRGX (American Funds Growth Portfolio Class ABLE-F-2) |
2.76%
Apr 2021 – Apr 2024 |
8.32%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRGX (American Funds Growth Portfolio Class ABLE-F-2) |
24.69%
Sep 2022 – Sep 2025 |
10.89%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart