Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGNFX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-5) | 5.62% | 17.09% | 16.35% | 7.14% | 9.70% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGNFX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-5) | 05/24/2012 | 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.89 | 17.09 | 16.35 | 7.14 | 9.70 | NA | NA | … | … | 5.62 | 18.53 | 14.90 | 19.07 | -19.21 | 12.33 | 13.94 | 22.15 | -5.64 | 19.46 | 7.85 | -0.67 | 7.19 | 21.21 | 11.26 |
| Sharpe Ratio | NA | 1.57 | 1.24 | 0.37 | 0.60 | NA | NA | … | … | 1.06 | 1.22 | 1.17 | 1.57 | -1.12 | 1.13 | 0.56 | 2.28 | -0.59 | 3.84 | 0.71 | -0.06 | 0.84 | 2.50 | 1.97 |
| Standard Deviation(%) | NA | 10.34 | 11.19 | 12.89 | 13.39 | NA | NA | … | … | 12.41 | 12.86 | 9.64 | 9.92 | 18.53 | 10.93 | 24.47 | 9.07 | 12.01 | 4.92 | 10.82 | 11.20 | 8.49 | 8.45 | 9.95 |
| Draw Down(%) | NA | 8.11 | 12.76 | 25.77 | 26.57 | NA | NA | … | … | 8.11 | 12.76 | 5.39 | 8.76 | 22.96 | 4.25 | 26.57 | 4.75 | 14.94 | 2.04 | 7.60 | 10.51 | 6.23 | 6.45 | 4.41 |
| Yield(%) | 0.00 | 6.22 | 5.62 | 3.61 | 5.01 | 5.50 | 4.12 | … | … | 0.26 | 6.69 | 5.58 | 3.52 | 1.86 | 1.73 | 2.02 | 6.66 | 5.64 | 4.23 | 4.41 | 4.59 | 3.91 | 2.62 | 2.19 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| RGNFX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-5) |
1.12%
Dec 2019 – Dec 2022 |
3.57%
Dec 2017 – Dec 2022 |
5.84%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGNFX (AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-5) |
18.69%
May 2023 – May 2026 |
12.86%
Oct 2016 – Oct 2021 |
10.36%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart