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American Funds Growth Portfolio Class R-3: (MF: RGPCX)
(NASDAQ Mutual Funds) As of Sep 24, 2024 08:00 PM ET
$26.11 USD
+0.12 (0.46%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.89 | 45 |
| 3 months | 6.27 | 44 |
| 6 months | 8.57 | 52 |
| 1 Year | 24.78 | 40 |
| 3 Year | 3.26 | 72 |
| 5 Year | 12.24 | 54 |
| 10 Year | 9.75 | 56 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 22.67 |
| 5 Year | 11.13 |
| 10 Year | 9.49 |
| Since Inception | 11.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.91 | 2.26 | NA | NA |
| 2023 | 8.88 | 8.00 | -3.80 | 13.45 |
| 2022 | -11.11 | -19.39 | -4.24 | 6.27 |
| 2021 | 3.61 | 7.80 | 0.11 | 5.70 |
| 2020 | -19.23 | 23.35 | 8.83 | 15.32 |
| 2019 | 12.84 | 3.08 | -1.41 | 10.55 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.89 | 28.34 | -27.08 | 18.21 | 25.04 | 26.78 | -6.86 | 24.73 | 7.12 | 1.05 | 5.44 |
| % Total Return Rel to Index | -3.65 | 2.10 | -8.88 | -10.47 | 6.64 | -4.70 | -2.46 | 2.94 | -4.81 | -0.33 | -8.19 |
| % Total Return Rel to Peer | 1.04 | 5.34 | -7.38 | -3.84 | 5.12 | -1.64 | 0.00 | 4.06 | -0.69 | 2.65 | -2.75 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.10 | 0.00 | 0.00 | 0.04 | 0.11 | 0.10 | 0.07 | 0.11 | 0.05 | 0.07 |
| % Yield | 0.00 | 0.44 | 0.01 | 0.00 | 0.18 | 0.55 | 0.61 | 0.40 | 0.67 | 0.35 | 0.48 |
| Capital Gains ($) | 0.00 | 0.20 | 1.69 | 0.90 | 0.68 | 0.94 | 0.83 | 0.49 | 0.50 | 0.59 | 0.35 |
| Expense Ratio | 0.65 | 0.65 | 0.65 | 0.65 | 0.66 | 0.67 | 0.66 | 0.66 | 0.69 | 0.68 | 0.71 |
* 1 = Top 20%, 5 = Bottom 20%