Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGWBX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-2) | 5.30% | 18.67% | 18.66% | 5.57% | 10.26% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGWBX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-2) | 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 (%) | -4.48 | 18.67 | 18.66 | 5.57 | 10.26 | NA | NA | … | … | 5.30 | 19.55 | 19.28 | 27.82 | -34.07 | 13.76 | 20.77 | 26.26 | -7.31 | 24.17 | 6.70 | 0.64 | 4.92 | 28.78 | 12.49 |
| Sharpe Ratio | NA | 1.30 | 1.03 | 0.18 | 0.47 | NA | NA | … | … | 0.78 | 0.88 | 1.11 | 1.77 | -1.25 | 0.90 | 0.66 | 2.03 | -0.54 | 3.59 | 0.47 | 0.04 | 0.45 | 2.70 | 1.65 |
| Standard Deviation(%) | NA | 14.68 | 16.13 | 19.00 | 18.50 | NA | NA | … | … | 17.46 | 19.07 | 14.07 | 13.76 | 28.43 | 15.21 | 30.98 | 12.23 | 16.08 | 6.57 | 13.76 | 13.82 | 10.93 | 10.65 | 13.21 |
| Draw Down(%) | NA | 11.89 | 19.47 | 39.28 | 39.28 | NA | NA | … | … | 11.89 | 19.47 | 9.07 | 11.56 | 35.29 | 7.54 | 31.89 | 6.85 | 19.04 | 2.64 | 12.48 | 13.36 | 8.84 | 7.16 | 5.39 |
| Yield(%) | 0.00 | 6.02 | 5.35 | 2.52 | 4.14 | 4.72 | 3.54 | … | … | 0.00 | 6.38 | 6.40 | 1.32 | 0.00 | 0.00 | 0.00 | 6.29 | 4.77 | 3.34 | 3.90 | 4.08 | 2.63 | 0.56 | 0.95 |
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 |
|---|---|---|---|---|
| RGWBX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-2) |
-3.25%
Dec 2019 – Dec 2022 |
1.17%
Dec 2017 – Dec 2022 |
5.43%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGWBX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-2) |
22.22%
May 2023 – May 2026 |
16.38%
Oct 2016 – Oct 2021 |
10.85%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart