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American Funds Growth Portfolio Class 529-a: (MF: CGPAX)
(NASDAQ Mutual Funds) As of Sep 26, 2024 08:00 PM ET
$26.54 USD
+0.20 (0.76%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.06 | 44 |
| 3 months | 6.33 | 42 |
| 6 months | 8.65 | 51 |
| 1 Year | 25.11 | 38 |
| 3 Year | 3.51 | 71 |
| 5 Year | 12.51 | 52 |
| 10 Year | 10.04 | 52 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 18.82 |
| 5 Year | 10.63 |
| 10 Year | 9.39 |
| Since Inception | 11.73 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.00 | 2.28 | NA | NA |
| 2023 | 8.92 | 8.03 | -3.71 | 13.52 |
| 2022 | -11.05 | -19.34 | -4.20 | 6.38 |
| 2021 | 3.67 | 7.88 | 0.15 | 5.82 |
| 2020 | -19.18 | 23.34 | 8.93 | 15.37 |
| 2019 | 12.85 | 3.18 | -1.35 | 10.66 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.06 | 28.61 | -26.89 | 18.55 | 25.29 | 27.11 | -6.63 | 25.06 | 7.46 | 1.38 | 5.74 |
| % Total Return Rel to Index | -3.48 | 2.37 | -8.69 | -10.12 | 6.88 | -4.37 | -2.23 | 3.27 | -4.46 | 0.00 | -7.90 |
| % Total Return Rel to Peer | 1.21 | 5.61 | -7.19 | -3.50 | 5.37 | -1.30 | 0.22 | 4.39 | -0.35 | 2.98 | -2.46 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.14 | 0.05 | 0.00 | 0.09 | 0.15 | 0.15 | 0.12 | 0.14 | 0.09 | 0.11 |
| % Yield | 0.00 | 0.63 | 0.26 | 0.00 | 0.39 | 0.75 | 0.88 | 0.64 | 0.89 | 0.62 | 0.70 |
| Capital Gains ($) | 0.00 | 0.20 | 1.69 | 0.90 | 0.68 | 0.94 | 0.83 | 0.49 | 0.50 | 0.59 | 0.35 |
| Expense Ratio | 0.41 | 0.41 | 0.40 | 0.39 | 0.42 | 0.44 | 0.41 | 0.38 | 0.40 | 0.39 | 0.39 |
* 1 = Top 20%, 5 = Bottom 20%