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American Funds Global Growth Portfolio Class 529-f-1: (MF: CGGFX)
(NASDAQ Mutual Funds) As of Oct 11, 2024 08:00 PM ET
$24.07 USD
+0.18 (0.75%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.09 | 44 |
| 3 months | 5.45 | 43 |
| 6 months | 8.38 | 60 |
| 1 Year | 21.90 | 40 |
| 3 Year | 1.71 | 66 |
| 5 Year | 11.18 | 40 |
| 10 Year | 8.87 | 30 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 18.56 |
| 5 Year | 9.98 |
| 10 Year | 8.52 |
| Since Inception | 10.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.33 | 1.80 | NA | NA |
| 2023 | 8.93 | 6.16 | -4.30 | 12.33 |
| 2022 | -11.37 | -18.04 | -5.73 | 8.71 |
| 2021 | 2.20 | 7.40 | -0.78 | 3.90 |
| 2020 | -19.97 | 23.47 | 10.13 | 17.27 |
| 2019 | 13.33 | 3.61 | -1.12 | 10.38 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.09 | 24.32 | -25.56 | 13.17 | 27.62 | 28.17 | -8.88 | 28.87 | 3.94 | 0.54 | 2.47 |
| % Total Return Rel to Index | -3.01 | -0.08 | -6.47 | -4.98 | 13.54 | 2.97 | 1.54 | 8.75 | -1.38 | 3.30 | -0.45 |
| % Total Return Rel to Peer | 0.92 | 5.68 | -6.00 | -3.03 | 10.95 | 3.42 | 1.14 | 6.64 | -1.62 | 2.81 | 0.59 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 | 4.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.22 | 0.16 | 0.14 | 0.11 | 0.19 | 0.20 | 0.14 | 0.16 | 0.14 | 0.15 |
| % Yield | 0.00 | 1.05 | 0.89 | 0.54 | 0.48 | 0.98 | 1.27 | 0.76 | 1.09 | 0.96 | 1.02 |
| Capital Gains ($) | 0.00 | 0.00 | 1.19 | 0.71 | 0.11 | 0.70 | 0.65 | 0.93 | 0.37 | 0.42 | 0.22 |
| Expense Ratio | 0.19 | 0.19 | 0.20 | 0.19 | 0.18 | 0.20 | 0.18 | 0.18 | 0.21 | 0.21 | 0.21 |
* 1 = Top 20%, 5 = Bottom 20%