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AGRBX: GROWTH FUND OF AMERICA CLASS B (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/03/2000 |
Last Dividend Date: | 12/21/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.43% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/03/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -8.2 | 2.6 | 3.3 | 1.5 | -38.3 | 7.6 | 4.6 | 8.5 | 32.8 | 19.6 | -5.6 | 11.5 | 33.5 | -39.5 | 10.1 | 10.1 | 13.4 | 11.1 | 31.9 | -22.7 | -12.9 | -6.3 |
Sharpe Ratio | NA | -0.56 | -0.24 | 0.06 | 0.02 | NA | 0.02 | -0.78 | 0.51 | 0.3 | 0.66 | 2.87 | 1.48 | -0.24 | 0.66 | 1.4 | -1.13 | 0.5 | 0.66 | 1.2 | 0.94 | 1.99 | -1.04 | -0.63 | -0.52 |
Draw Down(%) | NA | 43.0 | 43.0 | 43.0 | 52.4 | NA | 52.4 | 43.0 | 14.2 | 11.8 | 8.7 | 6.1 | 10.3 | 21.6 | 15.1 | 20.8 | 49.5 | 9.0 | 10.4 | 6.5 | 9.7 | 12.5 | 32.6 | 33.1 | 17.4 |
Standard Deviation(%) | NA | 56.7 | 34.9 | 28.3 | 26.2 | NA | 23.0 | 107.6 | 14.4 | 15.1 | 12.8 | 11.4 | 13.4 | 23.1 | 17.3 | 23.8 | 35.7 | 14.3 | 10.4 | 9.4 | 10.8 | 15.7 | 22.8 | 24.7 | 24.0 |
Treynor Ratio | NA | -0.36 | -0.09 | 0.02 | 0.0 | NA | 0.01 | -1.05 | 0.08 | 0.05 | 0.09 | 0.35 | 0.22 | -0.07 | 0.13 | 0.35 | -0.43 | 0.08 | 0.09 | 0.16 | 0.15 | 0.4 | -0.34 | -0.23 | -0.21 |
Alpha | NA | -0.14 | -0.05 | -0.03 | -0.02 | NA | 0.01 | -0.62 | 0.03 | -0.01 | -0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | -0.02 | 0.0 | 0.03 | 0.02 | 0.02 | 0.04 | 0.01 | 0.04 | 0.04 |
Beta | NA | 0.89 | 0.91 | 0.91 | 0.91 | NA | 0.79 | 0.8 | 0.93 | 0.91 | 0.92 | 0.93 | 0.89 | 0.86 | 0.89 | 0.95 | 0.93 | 0.84 | 0.73 | 0.71 | 0.69 | 0.77 | 0.69 | 0.66 | 0.6 |
RSquared | NA | 0.05 | 0.21 | 0.3 | 0.64 | NA | 0.69 | 0.0 | 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 | 0.83 |
Yield(%) | N/A | 6.6 | 8.2 | 8.3 | 4.5 | 4.8 | N/A | 0.0 | 6.6 | 8.3 | 9.9 | 8.1 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 6.8 | 3.7 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 12.6 |
Dividend Growth(%) | N/A | -25.4 | 262.9 | 478.6 | N/A | N/A | N/A | -100.0 | -25.4 | -16.5 | 47.6 | N/A | N/A | -100.0 | 100.0 | 0.0 | -99.5 | 89.5 | 418.2 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2000
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