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GFAFX: GROWTH FUND OF AMERICA CLASS F-1 (MUTUAL FUND)
Basic Info 69.7 0.13(0.19%) May 08
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (41%) |
Start Date: | 04/24/2001 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 8.45% |
Expenses | 0.30% |
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Performance Analytics (As of 05/08/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/24/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.6 | 11.3 | 36.5 | 5.9 | 14.0 | 13.0 | 14.0 | 10.6 | 9.2 | 37.2 | -30.8 | 19.2 | 37.8 | 28.1 | -3.2 | 26.1 | 8.4 | 5.4 | 9.5 | 33.9 | 20.5 | -4.8 | 12.5 | 34.6 | -39.1 | 11.0 | 11.0 | 14.3 | 11.9 | 32.9 | -22.0 | -3.2 |
Sharpe Ratio | NA | 1.84 | 2.29 | 0.13 | 0.51 | 0.62 | NA | NA | 0.43 | 2.2 | -1.1 | 1.16 | 1.17 | 1.97 | -0.25 | 3.34 | 0.57 | 0.36 | 0.74 | 2.97 | 1.55 | -0.21 | 0.71 | 1.45 | -1.12 | 0.56 | 0.74 | 1.28 | 1.02 | 2.05 | -1.02 | -0.3 |
Draw Down(%) | NA | 6.1 | 10.8 | 36.4 | 36.4 | 36.4 | NA | NA | 51.9 | 10.8 | 34.3 | 8.7 | 30.4 | 8.0 | 20.9 | 3.3 | 14.1 | 11.6 | 8.6 | 6.1 | 10.2 | 21.3 | 14.9 | 20.7 | 49.3 | 8.9 | 10.3 | 6.4 | 9.5 | 12.4 | 32.2 | 29.6 |
Standard Deviation(%) | NA | 14.9 | 14.2 | 20.9 | 22.8 | 18.9 | NA | NA | 18.9 | 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 | 10.4 | 9.4 | 10.8 | 15.7 | 22.8 | 22.3 |
Treynor Ratio | NA | 0.36 | 0.42 | 0.03 | 0.14 | 0.14 | NA | NA | 0.1 | 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 | 0.41 | -0.34 | -0.08 |
Alpha | NA | 0.02 | 0.02 | 0.01 | 0.01 | 0.0 | NA | NA | 0.01 | 0.01 | 0.01 | 0.03 | -0.04 | 0.0 | -0.02 | 0.0 | 0.03 | -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 | 0.03 |
Beta | NA | 0.77 | 0.77 | 0.77 | 0.81 | 0.81 | NA | NA | 0.83 | 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 | 0.89 | 0.95 | 0.93 | 0.84 | 0.73 | 0.71 | 0.69 | 0.78 | 0.69 | 0.79 |
RSquared | NA | 0.95 | 0.93 | 0.95 | 0.95 | 0.93 | NA | NA | 0.93 | 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 | 0.91 |
Yield(%) | N/A | 0.0 | 8.5 | 6.0 | 7.8 | 9.0 | 12.4 | 9.6 | N/A | 9.5 | 2.6 | 9.1 | 5.6 | 8.5 | 10.2 | 8.2 | 6.9 | 8.6 | 9.8 | 8.2 | 1.0 | 0.7 | 1.1 | 1.0 | 0.7 | 7.4 | 4.4 | 1.6 | 0.4 | 0.1 | 0.2 | 0.3 |
Dividend Growth(%) | N/A | -100.0 | 135.2 | 9.2 | 0.3 | 350.8 | N/A | N/A | N/A | 135.5 | -67.2 | 109.4 | -20.7 | -28.7 | 47.7 | 24.6 | -24.2 | -12.5 | 45.5 | 921.4 | 27.3 | -29.0 | 40.9 | -8.3 | -90.1 | 74.8 | 231.0 | 320.0 | 400.0 | -50.0 | -50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/24/2001
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