Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REBGX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-2E) | 6.80% | 20.86% | 17.61% | 7.20% | 11.64% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REBGX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-2E) | 09/02/2014 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.80 | 20.86 | 17.61 | 7.20 | 11.64 | NA | NA | … | … | 6.80 | 23.46 | 14.28 | 23.55 | -26.06 | 12.46 | 26.80 | 28.26 | -9.38 | 28.02 | 3.71 | 0.48 | -2.71 |
| Sharpe Ratio | NA | 1.43 | 1.02 | 0.29 | 0.57 | NA | NA | … | … | 0.96 | 1.21 | 0.82 | 1.56 | -1.12 | 0.85 | 0.87 | 2.29 | -0.69 | 4.09 | 0.25 | 0.03 | -0.67 |
| Standard Deviation(%) | NA | 14.79 | 15.21 | 17.19 | 17.44 | NA | NA | … | … | 18.25 | 17.41 | 13.01 | 12.89 | 24.54 | 14.55 | 30.44 | 11.68 | 15.61 | 6.71 | 14.07 | 13.75 | 11.87 |
| Draw Down(%) | NA | 11.39 | 18.06 | 34.68 | 34.68 | NA | NA | … | … | 11.39 | 18.06 | 9.00 | 11.66 | 32.72 | 8.03 | 32.19 | 6.68 | 20.31 | 2.30 | 12.63 | 13.61 | 8.74 |
| Yield(%) | 0.00 | 5.60 | 4.07 | 3.56 | 5.48 | 3.76 | 2.82 | … | … | 0.00 | 6.06 | 4.09 | 0.67 | 5.18 | 3.28 | 0.65 | 6.19 | 4.71 | 7.11 | 3.92 | 3.91 | 2.56 |
Data as of 06/10/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REBGX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-2E) |
0.01%
Apr 2021 – Apr 2024 |
3.49%
Sep 2017 – Sep 2022 |
7.99%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REBGX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS R-2E) |
22.29%
Dec 2018 – Dec 2021 |
16.64%
Oct 2016 – Oct 2021 |
12.26%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart