AGTHX: GROWTH FUND OF AMERICA CLASS A (MUTUAL FUND)
Basic Info 67 1.09(1.60%) April 19
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (41%) |
Start Date: | 09/24/1980 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.30% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/12/1993 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.1 | 6.1 | 30.5 | 3.8 | 12.9 | 12.6 | 14.1 | 10.1 | 11.0 | 37.2 | -30.8 | 19.3 | 37.8 | 28.2 | -3.2 | 26.1 | 8.4 | 5.4 | 9.5 | 33.9 | 20.5 | -4.9 | 12.3 | 34.5 | -39.1 | 11.0 | 10.9 | 14.2 | 11.9 | 32.9 | -22.0 | -12.3 | 7.3 | 46.0 | 32.0 | 26.8 | 11.6 | 24.5 | -2.3 | 12.2 | 6.6 | 28.3 | -9.6 | 16.7 | 13.6 | -0.6 | 9.5 | 17.9 | -7.5 | 22.5 | 22.1 | -18.4 | 6.4 |
Sharpe Ratio | NA | 2.75 | 2.43 | 0.16 | 0.53 | 0.65 | NA | NA | 0.42 | 2.2 | -1.1 | 1.17 | 1.17 | 1.97 | -0.24 | 3.34 | 0.57 | 0.36 | 0.74 | 2.97 | 1.55 | -0.21 | 0.7 | 1.45 | -1.12 | 0.56 | 0.74 | 1.28 | 1.02 | 2.05 | -1.01 | -0.6 | 0.13 | 2.27 | 1.41 | 1.44 | 0.63 | 1.8 | -0.47 | 0.87 | 0.37 | 1.6 | -0.74 | 0.72 | 0.6 | -0.16 | 0.38 | 0.92 | -0.96 | 1.38 | 1.41 | -1.42 | 0.98 |
Draw Down(%) | NA | 2.6 | 10.7 | 36.4 | 36.4 | 36.4 | NA | NA | 51.9 | 10.7 | 34.3 | 8.7 | 30.4 | 8.0 | 20.9 | 3.3 | 14.1 | 11.6 | 8.6 | 6.1 | 10.2 | 21.3 | 15.1 | 20.7 | 49.3 | 8.9 | 10.3 | 6.4 | 9.5 | 12.4 | 32.2 | 32.8 | 17.4 | 8.7 | 22.8 | 9.6 | 13.8 | 7.6 | 10.6 | 7.5 | 10.1 | 8.9 | 23.6 | 18.8 | 7.7 | 34.2 | 13.7 | 16.8 | 19.7 | 10.2 | 7.2 | 28.4 | 9.0 |
Standard Deviation(%) | NA | 14.4 | 14.0 | 20.9 | 22.7 | 18.9 | NA | NA | 18.0 | 15.1 | 29.4 | 16.5 | 32.0 | 13.6 | 18.5 | 7.7 | 14.4 | 15.0 | 12.8 | 11.4 | 13.3 | 23.1 | 17.4 | 23.8 | 35.7 | 14.3 | 10.3 | 9.4 | 10.8 | 15.7 | 22.8 | 24.7 | 25.2 | 18.8 | 20.4 | 16.2 | 12.8 | 11.4 | 11.1 | 11.6 | 11.4 | 15.2 | 20.0 | 15.2 | 14.7 | 27.9 | 13.9 | 13.7 | 14.7 | 11.9 | 10.3 | 20.0 | 17.1 |
Treynor Ratio | NA | 0.51 | 0.44 | 0.04 | 0.15 | 0.15 | NA | NA | 0.11 | 0.43 | -0.41 | 0.26 | 0.43 | 0.43 | -0.05 | 0.31 | 0.09 | 0.06 | 0.1 | 0.37 | 0.23 | -0.06 | 0.14 | 0.36 | -0.43 | 0.1 | 0.11 | 0.17 | 0.16 | 0.42 | -0.33 | -0.22 | 0.05 | 0.54 | 0.39 | 0.32 | 0.13 | 0.24 | -0.06 | 0.12 | 0.05 | 0.29 | -0.19 | 0.16 | 0.11 | -0.24 | 0.21 | 1.19 | -3.8 | 6.58 | 2.55 | -2.26 | -2.59 |
Alpha | NA | 0.03 | 0.02 | 0.01 | 0.01 | 0.0 | NA | NA | 0.02 | 0.01 | 0.01 | 0.03 | -0.04 | 0.0 | -0.02 | 0.0 | 0.04 | -0.01 | -0.01 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | -0.02 | 0.01 | 0.03 | 0.02 | 0.02 | 0.04 | 0.02 | 0.04 | 0.08 | 0.1 | 0.03 | 0.04 | 0.0 | -0.01 | -0.02 | 0.05 | 0.02 | -0.03 | -0.05 | -0.03 | 0.02 | 0.02 | 0.04 | 0.04 | -0.05 | 0.06 | 0.05 | -0.11 | 0.07 |
Beta | NA | 0.78 | 0.77 | 0.77 | 0.81 | 0.81 | NA | NA | 0.67 | 0.77 | 0.78 | 0.73 | 0.88 | 0.62 | 0.87 | 0.83 | 0.93 | 0.91 | 0.92 | 0.92 | 0.88 | 0.86 | 0.9 | 0.95 | 0.93 | 0.84 | 0.73 | 0.71 | 0.69 | 0.78 | 0.69 | 0.66 | 0.64 | 0.79 | 0.74 | 0.72 | 0.6 | 0.84 | 0.85 | 0.85 | 0.83 | 0.83 | 0.79 | 0.7 | 0.81 | 0.19 | 0.26 | 0.11 | 0.04 | 0.02 | 0.06 | 0.13 | -0.06 |
RSquared | NA | 0.94 | 0.93 | 0.95 | 0.95 | 0.93 | NA | NA | 0.64 | 0.93 | 0.97 | 0.9 | 0.96 | 0.7 | 0.96 | 0.86 | 0.91 | 0.96 | 0.96 | 0.95 | 0.93 | 0.97 | 0.98 | 0.96 | 0.96 | 0.93 | 0.84 | 0.79 | 0.87 | 0.9 | 0.92 | 0.89 | 0.77 | 0.79 | 0.77 | 0.79 | 0.45 | 0.59 | 0.67 | 0.54 | 0.66 | 0.74 | 0.56 | 0.39 | 0.75 | 0.07 | 0.16 | 0.02 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 |
Yield(%) | N/A | 0.0 | 8.5 | 5.9 | 7.7 | 9.0 | 13.8 | 9.1 | N/A | 9.5 | 2.7 | 9.1 | 5.6 | 8.5 | 10.2 | 8.2 | 6.9 | 8.6 | 9.9 | 8.2 | 1.0 | 0.7 | 0.9 | 1.0 | 0.7 | 7.4 | 4.4 | 1.6 | 0.4 | 0.1 | 0.1 | 0.2 | 14.6 | 14.5 | 12.2 | 13.3 | 3.2 | 5.0 | 2.3 | 2.3 | 0.4 | 1.0 | 1.2 | 1.7 | 1.0 | 0.9 | 1.0 | 0.9 | 1.0 | 1.8 | 3.2 | 2.3 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | 132.3 | 9.2 | 0.3 | 360.9 | 118.4 | N/A | N/A | 132.3 | -66.9 | 109.7 | -20.8 | -28.5 | 47.1 | 25.2 | -24.0 | -13.3 | 46.0 | 932.1 | 27.3 | -8.3 | 14.3 | -8.7 | -90.5 | 76.6 | 226.2 | 366.7 | 800.0 | -50.0 | -50.0 | -99.1 | 30.9 | 40.9 | 5.0 | 125.8 | -24.2 | 113.3 | 9.1 | 450.0 | -44.4 | -25.0 | -20.0 | 87.5 | 14.3 | 0.0 | 27.3 | -21.4 | -30.0 | -33.3 | 30.4 | 187.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/12/1993
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