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American Funds Global Growth Portfolio Class 529-e: (MF: CGGEX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$22.95 USD
+0.15 (0.66%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.82 | 46 |
| 3 months | 5.37 | 45 |
| 6 months | 8.19 | 62 |
| 1 Year | 21.40 | 45 |
| 3 Year | 1.28 | 70 |
| 5 Year | 10.70 | 45 |
| 10 Year | 8.38 | 40 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 18.02 |
| 5 Year | 9.50 |
| 10 Year | 8.03 |
| Since Inception | 10.37 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.26 | 1.68 | NA | NA |
| 2023 | 8.82 | 6.05 | -4.40 | 12.14 |
| 2022 | -11.43 | -18.16 | -5.84 | 8.62 |
| 2021 | 2.08 | 7.34 | -0.91 | 3.78 |
| 2020 | -20.06 | 23.31 | 10.00 | 17.13 |
| 2019 | 13.21 | 3.52 | -1.19 | 10.23 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.82 | 23.73 | -25.86 | 12.68 | 27.00 | 27.65 | -9.28 | 28.27 | 3.44 | 0.08 | 1.97 |
| % Total Return Rel to Index | -3.27 | -0.68 | -6.77 | -5.47 | 12.93 | 2.44 | 1.14 | 8.15 | -1.88 | 2.84 | -0.95 |
| % Total Return Rel to Peer | 0.66 | 5.09 | -6.30 | -3.51 | 10.34 | 2.90 | 0.74 | 6.04 | -2.13 | 2.36 | 0.09 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 | 4.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.14 | 0.08 | 0.04 | 0.01 | 0.11 | 0.12 | 0.07 | 0.10 | 0.09 | 0.10 |
| % Yield | 0.00 | 0.67 | 0.47 | 0.17 | 0.06 | 0.61 | 0.80 | 0.41 | 0.68 | 0.60 | 0.68 |
| Capital Gains ($) | 0.00 | 0.00 | 1.19 | 0.71 | 0.11 | 0.70 | 0.65 | 0.93 | 0.37 | 0.42 | 0.22 |
| Expense Ratio | 0.64 | 0.64 | 0.63 | 0.62 | 0.63 | 0.65 | 0.64 | 0.64 | 0.67 | 0.68 | 0.69 |
* 1 = Top 20%, 5 = Bottom 20%