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American Funds Growth Portfolio Class F-1: (MF: GWPFX)
(NASDAQ Mutual Funds) As of Sep 26, 2024 08:00 PM ET
$26.62 USD
+0.20 (0.76%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.05 | 44 |
| 3 months | 6.30 | 43 |
| 6 months | 8.67 | 51 |
| 1 Year | 25.10 | 38 |
| 3 Year | 3.53 | 71 |
| 5 Year | 12.54 | 51 |
| 10 Year | 10.06 | 52 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 23.04 |
| 5 Year | 11.43 |
| 10 Year | 9.79 |
| Since Inception | 12.07 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.97 | 2.31 | NA | NA |
| 2023 | 9.01 | 8.00 | -3.70 | 13.55 |
| 2022 | -11.07 | -19.31 | -4.19 | 6.32 |
| 2021 | 3.67 | 7.87 | 0.19 | 5.80 |
| 2020 | -19.16 | 23.38 | 8.92 | 15.41 |
| 2019 | 12.90 | 3.17 | -1.35 | 10.65 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.05 | 28.74 | -26.91 | 18.56 | 25.38 | 27.16 | -6.61 | 25.11 | 7.37 | 1.43 | 5.66 |
| % Total Return Rel to Index | -3.49 | 2.50 | -8.70 | -10.12 | 6.97 | -4.32 | -2.22 | 3.31 | -4.56 | 0.04 | -7.97 |
| % Total Return Rel to Peer | 1.20 | 5.75 | -7.21 | -3.49 | 5.46 | -1.25 | 0.24 | 4.43 | -0.44 | 3.02 | -2.53 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.15 | 0.04 | 0.00 | 0.09 | 0.15 | 0.15 | 0.11 | 0.14 | 0.09 | 0.11 |
| % Yield | 0.00 | 0.63 | 0.22 | 0.00 | 0.39 | 0.74 | 0.87 | 0.60 | 0.85 | 0.58 | 0.69 |
| Capital Gains ($) | 0.00 | 0.20 | 1.69 | 0.90 | 0.68 | 0.94 | 0.83 | 0.49 | 0.50 | 0.59 | 0.35 |
| Expense Ratio | 0.37 | 0.37 | 0.38 | 0.37 | 0.38 | 0.39 | 0.38 | 0.39 | 0.39 | 0.39 | 0.40 |
* 1 = Top 20%, 5 = Bottom 20%