Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGNEX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-4) | 6.29% | 18.53% | 16.79% | 7.04% | 9.36% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGNEX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-4) | 05/24/2012 | 06/05/2026 |
| 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.38 | 18.53 | 16.79 | 7.04 | 9.36 | NA | NA | … | … | 6.29 | 18.20 | 14.59 | 18.69 | -19.43 | 12.00 | 13.59 | 21.81 | -5.89 | 19.02 | 7.65 | -1.01 | 6.99 | 20.93 | 11.08 |
| Sharpe Ratio | NA | 1.54 | 1.21 | 0.35 | 0.58 | NA | NA | … | … | 1.04 | 1.19 | 1.13 | 1.53 | -1.13 | 1.09 | 0.54 | 2.26 | -0.61 | 3.71 | 0.69 | -0.09 | 0.82 | 2.49 | 1.93 |
| Standard Deviation(%) | NA | 10.33 | 11.18 | 12.90 | 13.39 | NA | NA | … | … | 12.34 | 12.89 | 9.67 | 9.92 | 18.54 | 10.95 | 24.47 | 9.01 | 12.03 | 4.97 | 10.80 | 11.25 | 8.55 | 8.40 | 9.97 |
| Draw Down(%) | NA | 8.13 | 12.83 | 25.98 | 26.56 | NA | NA | … | … | 8.13 | 12.83 | 5.41 | 8.81 | 23.18 | 4.27 | 26.56 | 4.77 | 15.23 | 2.05 | 7.63 | 10.61 | 6.25 | 6.54 | 4.50 |
| Yield(%) | 0.00 | 6.02 | 5.39 | 3.36 | 4.62 | 5.13 | 3.85 | … | … | 0.21 | 6.43 | 5.29 | 3.24 | 1.61 | 1.42 | 1.74 | 6.36 | 5.35 | 3.92 | 4.20 | 4.34 | 3.78 | 2.43 | 2.11 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| RGNEX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-4) |
0.83%
Dec 2019 – Dec 2022 |
3.28%
Sep 2017 – Sep 2022 |
5.55%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGNEX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-4) |
18.37%
May 2023 – May 2026 |
12.54%
Oct 2016 – Oct 2021 |
10.04%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart