American Funds Growth Portfolio Class 529-c: (MF: CGPCX)
(NASDAQ Mutual Funds) As of Sep 26, 2024 08:00 PM ET
$25.44 USD
+0.19 (0.75%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 15.49 | 48 |
3 months | 6.11 | 48 |
6 months | 8.29 | 55 |
1 Year | 24.13 | 43 |
3 Year | 2.72 | 75 |
5 Year | 11.67 | 61 |
10 Year | 9.19 | 64 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 20.83 |
5 Year | 10.56 |
10 Year | 8.92 |
Since Inception | 11.08 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 9.77 | 2.12 | NA | NA |
2023 | 8.71 | 7.85 | -3.91 | 13.31 |
2022 | -11.24 | -19.48 | -4.39 | 6.17 |
2021 | 3.48 | 7.66 | 0.00 | 5.60 |
2020 | -19.36 | 23.15 | 8.73 | 15.15 |
2019 | 12.71 | 2.94 | -1.54 | 10.45 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 15.49 | 27.65 | -27.46 | 17.66 | 24.34 | 26.19 | -7.36 | 24.06 | 6.56 | 0.64 | 4.80 |
% Total Return Rel to Index | -4.05 | 1.41 | -9.25 | -11.01 | 5.94 | -5.29 | -2.97 | 2.27 | -5.36 | -0.74 | -8.84 |
% Total Return Rel to Peer | 0.64 | 4.65 | -7.76 | -4.39 | 4.43 | -2.23 | -0.50 | 3.38 | -1.25 | 2.24 | -3.40 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 3.00 | 5.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.00 | 0.04 | 0.00 | 0.01 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.06 | 0.00 | 0.27 | 0.00 | 0.06 |
Capital Gains ($) | 0.00 | 0.20 | 1.69 | 0.90 | 0.68 | 0.94 | 0.83 | 0.49 | 0.50 | 0.59 | 0.35 |
Expense Ratio | 1.17 | 1.18 | 1.16 | 1.14 | 1.18 | 1.19 | 1.18 | 1.18 | 1.21 | 1.21 | 1.21 |
* 1 = Top 20%, 5 = Bottom 20%