American Funds Global Growth Portfolio Class F-2: (MF: PGWFX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$23.32 USD
+0.15 (0.65%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 14.18 | 43 |
3 months | 5.47 | 42 |
6 months | 8.45 | 58 |
1 Year | 22.00 | 39 |
3 Year | 1.79 | 66 |
5 Year | 11.27 | 37 |
10 Year | 8.94 | 29 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 18.63 |
5 Year | 10.05 |
10 Year | 8.59 |
Since Inception | 10.94 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 8.40 | 1.79 | NA | NA |
2023 | 8.96 | 6.19 | -4.28 | 12.31 |
2022 | -11.34 | -18.03 | -5.71 | 8.75 |
2021 | 2.20 | 7.42 | -0.73 | 3.88 |
2020 | -19.94 | 23.42 | 10.23 | 17.27 |
2019 | 13.38 | 3.67 | -1.12 | 10.35 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 14.18 | 24.39 | -25.48 | 13.21 | 27.74 | 28.25 | -8.84 | 28.99 | 4.01 | 0.54 | 2.57 |
% Total Return Rel to Index | -2.91 | -0.02 | -6.39 | -4.94 | 13.66 | 3.05 | 1.58 | 8.87 | -1.31 | 3.30 | -0.35 |
% Total Return Rel to Peer | 1.02 | 5.75 | -5.92 | -2.98 | 11.07 | 3.51 | 1.18 | 6.76 | -1.55 | 2.81 | 0.68 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 | 4.00 | 2.00 | 3.00 |
% Dividends | 0.00 | 0.24 | 0.17 | 0.16 | 0.10 | 0.19 | 0.20 | 0.15 | 0.17 | 0.15 | 0.16 |
% Yield | 0.00 | 1.11 | 0.94 | 0.61 | 0.44 | 1.02 | 1.30 | 0.80 | 1.16 | 1.04 | 1.05 |
Capital Gains ($) | 0.00 | 0.00 | 1.19 | 0.71 | 0.11 | 0.70 | 0.65 | 0.93 | 0.37 | 0.42 | 0.22 |
Expense Ratio | 0.11 | 0.12 | 0.12 | 0.11 | 0.12 | 0.14 | 0.13 | 0.13 | 0.13 | 0.14 | 0.14 |
* 1 = Top 20%, 5 = Bottom 20%