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American Funds Global Growth Portfolio Class R-2: (MF: RGGBX)
(NASDAQ Mutual Funds) As of Oct 15, 2024 08:00 PM ET
$23.00 USD
-0.31 (-1.33%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.46 | 48 |
| 3 months | 5.21 | 49 |
| 6 months | 7.93 | 65 |
| 1 Year | 20.87 | 48 |
| 3 Year | 0.81 | 74 |
| 5 Year | 10.18 | 52 |
| 10 Year | 7.88 | 49 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 17.52 |
| 5 Year | 8.99 |
| 10 Year | 7.53 |
| Since Inception | 9.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.13 | 1.57 | NA | NA |
| 2023 | 8.69 | 5.95 | -4.49 | 12.03 |
| 2022 | -11.55 | -18.28 | -5.91 | 8.44 |
| 2021 | 1.98 | 7.18 | -1.01 | 3.66 |
| 2020 | -20.12 | 23.16 | 9.90 | 16.98 |
| 2019 | 13.06 | 3.43 | -1.32 | 10.05 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.46 | 23.22 | -26.26 | 12.17 | 26.48 | 26.99 | -9.74 | 27.70 | 3.01 | -0.40 | 1.45 |
| % Total Return Rel to Index | -3.64 | -1.18 | -7.16 | -5.99 | 12.41 | 1.79 | 0.68 | 7.58 | -2.31 | 2.35 | -1.47 |
| % Total Return Rel to Peer | 0.29 | 4.58 | -6.69 | -4.03 | 9.81 | 2.25 | 0.28 | 5.47 | -2.55 | 1.87 | -0.42 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 | 4.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.04 | 0.04 | 0.00 | 0.05 | 0.04 | 0.04 |
| % Yield | 0.00 | 0.30 | 0.00 | 0.00 | 0.00 | 0.24 | 0.30 | 0.02 | 0.34 | 0.27 | 0.32 |
| Capital Gains ($) | 0.00 | 0.00 | 1.19 | 0.71 | 0.11 | 0.70 | 0.65 | 0.93 | 0.37 | 0.42 | 0.22 |
| Expense Ratio | 1.10 | 1.10 | 1.10 | 1.10 | 1.11 | 1.12 | 1.11 | 1.10 | 1.15 | 1.15 | 1.20 |
* 1 = Top 20%, 5 = Bottom 20%