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American Funds Global Growth Portfolio Class R-4: (MF: RGGEX)
(NASDAQ Mutual Funds) As of Oct 14, 2024 08:00 PM ET
$24.07 USD
+0.11 (0.46%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.04 | 44 |
| 3 months | 5.42 | 44 |
| 6 months | 8.32 | 61 |
| 1 Year | 21.77 | 41 |
| 3 Year | 1.57 | 68 |
| 5 Year | 11.02 | 42 |
| 10 Year | 8.69 | 33 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 18.36 |
| 5 Year | 9.81 |
| 10 Year | 8.34 |
| Since Inception | 10.69 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.36 | 1.76 | NA | NA |
| 2023 | 8.90 | 6.18 | -4.36 | 12.23 |
| 2022 | -11.40 | -18.09 | -5.75 | 8.65 |
| 2021 | 2.12 | 7.38 | -0.82 | 3.89 |
| 2020 | -20.03 | 23.41 | 10.12 | 17.24 |
| 2019 | 13.22 | 3.62 | -1.18 | 10.34 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.04 | 24.11 | -25.69 | 13.00 | 27.41 | 27.93 | -9.00 | 28.66 | 3.75 | 0.37 | 2.30 |
| % Total Return Rel to Index | -3.06 | -0.29 | -6.59 | -5.16 | 13.33 | 2.72 | 1.42 | 8.54 | -1.58 | 3.13 | -0.62 |
| % Total Return Rel to Peer | 0.87 | 5.47 | -6.12 | -3.20 | 10.74 | 3.18 | 1.02 | 6.43 | -1.82 | 2.64 | 0.42 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 | 4.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.20 | 0.14 | 0.10 | 0.06 | 0.16 | 0.16 | 0.11 | 0.14 | 0.13 | 0.14 |
| % Yield | 0.00 | 0.92 | 0.76 | 0.41 | 0.27 | 0.86 | 1.05 | 0.59 | 0.97 | 0.87 | 0.93 |
| Capital Gains ($) | 0.00 | 0.00 | 1.19 | 0.71 | 0.11 | 0.70 | 0.65 | 0.93 | 0.37 | 0.42 | 0.22 |
| Expense Ratio | 0.35 | 0.36 | 0.33 | 0.34 | 0.35 | 0.37 | 0.37 | 0.36 | 0.39 | 0.37 | 0.38 |
* 1 = Top 20%, 5 = Bottom 20%