Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGWGX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-6) | 5.81% | 19.94% | 19.95% | 6.83% | 11.53% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGWGX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-6) | 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 (%) | -4.45 | 19.94 | 19.95 | 6.83 | 11.53 | NA | NA | … | … | 5.81 | 20.86 | 20.54 | 29.20 | -33.09 | 15.09 | 22.15 | 27.65 | -6.25 | 25.49 | 7.85 | 1.80 | 6.12 | 30.20 | 12.96 |
| Sharpe Ratio | NA | 1.39 | 1.10 | 0.25 | 0.54 | NA | NA | … | … | 0.85 | 0.95 | 1.20 | 1.87 | -1.23 | 1.00 | 0.70 | 2.14 | -0.48 | 3.78 | 0.55 | 0.13 | 0.56 | 2.83 | 1.72 |
| Standard Deviation(%) | NA | 14.68 | 16.14 | 18.93 | 18.47 | NA | NA | … | … | 17.46 | 19.10 | 14.07 | 13.77 | 28.23 | 15.09 | 31.01 | 12.21 | 16.07 | 6.60 | 13.80 | 13.79 | 10.90 | 10.65 | 13.15 |
| Draw Down(%) | NA | 11.73 | 19.38 | 38.22 | 38.22 | NA | NA | … | … | 11.73 | 19.38 | 8.99 | 11.37 | 34.34 | 7.48 | 31.86 | 6.74 | 18.62 | 2.58 | 12.37 | 13.08 | 8.59 | 7.11 | 5.21 |
| Yield(%) | 0.00 | 6.42 | 6.10 | 3.09 | 5.21 | 6.07 | 4.55 | … | … | 0.00 | 6.84 | 7.03 | 2.43 | 0.50 | 0.39 | 0.88 | 7.33 | 5.69 | 4.40 | 4.84 | 4.94 | 3.52 | 1.24 | 1.11 |
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 |
|---|---|---|---|---|
| RGWGX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-6) |
-2.02%
Dec 2019 – Dec 2022 |
2.40%
Dec 2017 – Dec 2022 |
6.64%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGWGX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-6) |
23.55%
May 2023 – May 2026 |
17.67%
Oct 2016 – Oct 2021 |
12.13%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart