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CGFBX: GROWTH FUND OF AMERICA CLASS 529-B (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/15/2002 |
Last Dividend Date: | 12/21/2016 |
12-Mo. Yield | 6.66% |
Expenses | 1.53% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/15/2002 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 3.8 | 8.4 | 7.1 | 6.9 | 8.0 | 7.5 | 4.5 | 8.3 | 32.7 | 19.5 | -5.7 | 11.3 | 33.4 | -39.6 | 10.0 | 10.0 | 13.2 | 10.9 | 31.7 | -22.6 |
Sharpe Ratio | NA | 1.75 | 0.75 | 1.01 | 0.31 | NA | 0.34 | 4.75 | 0.5 | 0.29 | 0.65 | 2.86 | 1.47 | -0.25 | 0.65 | 1.4 | -1.13 | 0.49 | 0.65 | 1.18 | 0.92 | 1.98 | -1.19 |
Draw Down(%) | NA | 7.0 | 16.8 | 16.8 | 52.4 | NA | 52.4 | 1.7 | 14.2 | 11.8 | 8.7 | 6.1 | 10.3 | 21.6 | 15.2 | 20.8 | 49.5 | 9.0 | 10.4 | 6.6 | 9.8 | 12.5 | 31.7 |
Standard Deviation(%) | NA | 10.9 | 13.6 | 13.3 | 19.6 | NA | 17.9 | 6.9 | 14.4 | 15.1 | 12.8 | 11.4 | 13.3 | 23.1 | 17.4 | 23.8 | 35.7 | 14.2 | 10.4 | 9.4 | 10.8 | 15.7 | 24.0 |
Treynor Ratio | NA | 0.2 | 0.11 | 0.15 | 0.07 | NA | 0.07 | 0.36 | 0.08 | 0.05 | 0.09 | 0.35 | 0.22 | -0.07 | 0.13 | 0.35 | -0.43 | 0.08 | 0.09 | 0.16 | 0.14 | 0.4 | -0.42 |
Alpha | NA | 0.02 | -0.01 | 0.0 | -0.02 | NA | 0.0 | 0.0 | 0.03 | -0.01 | -0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | -0.03 | 0.0 | 0.03 | 0.02 | 0.02 | 0.04 | 0.0 |
Beta | NA | 0.93 | 0.92 | 0.92 | 0.92 | NA | 0.85 | 0.9 | 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 | 0.77 | 0.69 |
RSquared | NA | 0.86 | 0.93 | 0.94 | 0.95 | NA | 0.93 | 0.81 | 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 |
Yield(%) | N/A | 6.7 | 8.2 | 8.3 | 4.5 | 4.7 | N/A | 0.0 | 6.6 | 8.3 | 9.9 | 8.1 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 6.7 | 3.7 | 0.8 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -25.4 | 263.1 | 486.4 | N/A | N/A | N/A | -100.0 | -25.4 | -16.5 | 47.6 | N/A | N/A | N/A | -100.0 | 100.0 | -99.5 | 91.1 | 409.1 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/15/2002
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