Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGLBX (American Funds Global Insight Fund Class R-2) | 4.76% | 15.65% | 14.08% | 7.08% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGLBX (American Funds Global Insight Fund Class R-2) | 11/11/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.75 | 15.65 | 14.08 | 7.08 | NA | NA | NA | … | … | 4.76 | 21.93 | 9.28 | 17.26 | -16.06 | 12.82 | 15.46 | 4.34 |
| Sharpe Ratio | NA | 1.12 | 0.89 | 0.33 | NA | NA | NA | … | … | 0.72 | 1.32 | 0.25 | 1.19 | -0.83 | 1.06 | 0.53 | 5.56 |
| Standard Deviation(%) | NA | 13.37 | 13.05 | 14.77 | NA | NA | NA | … | … | 16.89 | 14.76 | 10.71 | 10.98 | 21.13 | 12.10 | 28.89 | 6.48 |
| Draw Down(%) | NA | 10.64 | 14.39 | 26.12 | NA | NA | NA | … | … | 10.64 | 14.39 | 5.96 | 10.40 | 26.12 | 5.73 | 29.69 | 1.71 |
| Yield(%) | 0.00 | 0.36 | 0.52 | 0.50 | 0.67 | 0.45 | 0.34 | … | … | 0.00 | 0.39 | 0.27 | 0.90 | 0.58 | 0.51 | 0.61 | 2.87 |
Data as of 06/10/2026, Common starting date is 11/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGLBX (American Funds Global Insight Fund Class R-2) |
2.29%
Apr 2021 – Apr 2024 |
6.63%
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 |
|---|---|---|---|---|
| RGLBX (American Funds Global Insight Fund Class R-2) |
19.63%
Sep 2022 – Sep 2025 |
11.39%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart