American Funds Growth Portfolio Class R-2: (MF: RGWBX)
(NASDAQ Mutual Funds) As of Oct 18, 2024 08:00 PM ET
$25.79 USD
+0.08 (0.31%)
Latest Performance as of Sep 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 18.12 | 44 |
3 months | 5.34 | 56 |
6 months | 7.57 | 40 |
1 Year | 33.88 | 39 |
3 Year | 4.99 | 74 |
5 Year | 12.14 | 54 |
10 Year | 9.80 | 62 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2024
1 Year | 33.87 |
5 Year | 12.14 |
10 Year | 9.79 |
Since Inception | 11.50 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 9.80 | 2.11 | 5.34 | NA |
2023 | 8.76 | 7.89 | -3.90 | 13.33 |
2022 | -11.20 | -19.46 | -4.39 | 6.16 |
2021 | 3.52 | 7.66 | 0.00 | 5.60 |
2020 | -19.32 | 23.23 | 8.73 | 15.16 |
2019 | 12.71 | 3.00 | -1.54 | 10.43 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 18.12 | 27.79 | -27.41 | 17.71 | 24.48 | 26.24 | -7.28 | 24.20 | 6.68 | 0.60 | 4.88 |
% Total Return Rel to Index | -3.98 | 1.54 | -9.20 | -10.97 | 6.07 | -5.24 | -2.89 | 2.40 | -5.25 | -0.78 | -8.75 |
% Total Return Rel to Peer | 1.15 | 4.79 | -7.71 | -4.34 | 4.56 | -2.18 | -0.42 | 3.52 | -1.13 | 2.20 | -3.31 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 3.00 | 5.00 |
% Dividends | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.04 | 0.03 | 0.01 | 0.04 | 0.01 | 0.02 |
% Yield | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 | 0.19 | 0.19 | 0.05 | 0.30 | 0.05 | 0.14 |
Capital Gains ($) | 0.00 | 0.20 | 1.69 | 0.90 | 0.68 | 0.94 | 0.83 | 0.49 | 0.50 | 0.59 | 0.35 |
Expense Ratio | 1.09 | 1.09 | 1.10 | 1.09 | 1.10 | 1.10 | 1.10 | 1.10 | 1.14 | 1.14 | 1.19 |
* 1 = Top 20%, 5 = Bottom 20%