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American Funds Growth Portfolio Class C: (MF: GWPCX)
(NASDAQ Mutual Funds) As of Sep 26, 2024 08:00 PM ET
$25.51 USD
+0.19 (0.75%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.55 | 47 |
| 3 months | 6.14 | 47 |
| 6 months | 8.31 | 54 |
| 1 Year | 24.24 | 43 |
| 3 Year | 2.79 | 74 |
| 5 Year | 11.72 | 60 |
| 10 Year | 9.25 | 62 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 20.94 |
| 5 Year | 10.62 |
| 10 Year | 8.99 |
| Since Inception | 11.16 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.79 | 2.15 | NA | NA |
| 2023 | 8.75 | 7.83 | -3.85 | 13.29 |
| 2022 | -11.23 | -19.45 | -4.38 | 6.16 |
| 2021 | 3.48 | 7.66 | 0.04 | 5.60 |
| 2020 | -19.30 | 23.13 | 8.72 | 15.20 |
| 2019 | 12.70 | 2.94 | -1.54 | 10.48 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.55 | 27.73 | -27.43 | 17.69 | 24.45 | 26.21 | -7.31 | 24.21 | 6.62 | 0.70 | 4.92 |
| % Total Return Rel to Index | -3.99 | 1.49 | -9.22 | -10.98 | 6.05 | -5.27 | -2.92 | 2.41 | -5.31 | -0.68 | -8.72 |
| % Total Return Rel to Peer | 0.70 | 4.73 | -7.73 | -4.36 | 4.53 | -2.21 | -0.45 | 3.53 | -1.19 | 2.30 | -3.28 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 3.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.02 | 0.00 | 0.04 | 0.01 | 0.02 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 0.16 | 0.00 | 0.24 | 0.08 | 0.17 |
| Capital Gains ($) | 0.00 | 0.20 | 1.69 | 0.90 | 0.68 | 0.94 | 0.83 | 0.49 | 0.50 | 0.59 | 0.35 |
| Expense Ratio | 0.11 | 1.12 | 1.11 | 1.10 | 1.12 | 1.14 | 1.12 | 1.11 | 1.12 | 1.11 | 1.13 |
* 1 = Top 20%, 5 = Bottom 20%