REBYX vs. AGTHX

In the year-to-date period, REBYX achieves a -7.94% return, which is significantly lower than AGTHX's 3.26% return. Over the past 10 years, REBYX has underperformed AGTHX with an annualized return of 6.45%, while AGTHX has yielded a comparatively higher 12.80% annualized return.

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REBYX has a 0.90% expense ratio, which is higher than AGTHX's 0.61% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Russell Investments U.S. Small Cap Equity Fund (REBYX) and American Funds The Growth Fund of America Class A (AGTHX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current REBYX Sharpe Ratio is -0.15, which is lower than the AGTHX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of REBYX and AGTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

REBYX's dividend yield for the trailing twelve months is around 14.16%, more than AGTHX's 8.70% yield.

The maximum REBYX drawdown since its inception was -60.05%, which is greater than AGTHX's maximum drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for REBYX and AGTHX.

Russell Investments U.S. Small Cap Equity Fund (REBYX) has a higher volatility of 6.31% compared to American Funds The Growth Fund of America Class A (AGTHX) at 5.51%. This indicates that REBYX's price experiences larger fluctuations and is considered to be riskier than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.