Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGGHX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-2E) | 3.18% | 12.34% | 10.83% | 4.73% | 6.27% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGGHX (AMERICAN FUNDS GLOBAL BALANCED FUND 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 (%) | -2.82 | 12.34 | 10.83 | 4.73 | 6.27 | NA | NA | … | … | 3.18 | 16.57 | 6.07 | 13.17 | -14.63 | 8.67 | 9.95 | 16.71 | -6.57 | 13.47 | 5.96 | -3.49 | -2.93 |
| Sharpe Ratio | NA | 1.37 | 0.95 | 0.25 | 0.45 | NA | NA | … | … | 0.74 | 1.49 | 0.32 | 1.17 | -1.16 | 1.06 | 0.49 | 2.26 | -0.88 | 2.89 | 0.62 | -0.40 | -1.10 |
| Standard Deviation(%) | NA | 8.43 | 8.76 | 9.79 | 10.45 | NA | NA | … | … | 10.57 | 9.20 | 7.67 | 8.17 | 13.85 | 8.15 | 19.56 | 6.75 | 9.12 | 4.45 | 9.20 | 8.73 | 7.76 |
| Draw Down(%) | NA | 6.77 | 9.10 | 22.90 | 23.41 | NA | NA | … | … | 6.77 | 8.50 | 4.89 | 8.48 | 22.78 | 3.74 | 23.41 | 3.96 | 13.64 | 1.99 | 5.81 | 9.73 | 5.90 |
| Yield(%) | 0.00 | 6.07 | 4.59 | 3.62 | 3.36 | 2.45 | 1.84 | … | … | 0.33 | 6.49 | 5.13 | 1.33 | 0.89 | 5.77 | 0.90 | 1.67 | 1.72 | 3.00 | 1.69 | 3.02 | 2.57 |
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 |
|---|---|---|---|---|
| RGGHX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-2E) |
-0.31%
Sep 2019 – Sep 2022 |
0.76%
Sep 2017 – Sep 2022 |
4.44%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGGHX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-2E) |
14.36%
Sep 2022 – Sep 2025 |
8.16%
Feb 2016 – Feb 2021 |
7.23%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart