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GWPEX: AMERICAN FUNDS GROWTH PORTFOLIO CLASS F-2 (MUTUAL FUND)
Basic Info 24.87 0.12(0.48%) May 16
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (3%) |
Start Date: | 05/24/2012 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 2.11% |
Expenses | 1.03% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/24/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 10.7 | 30.6 | 5.3 | 11.9 | 10.4 | 12.3 | 29.1 | -26.8 | 18.9 | 25.7 | 27.8 | -6.3 | 25.4 | 7.7 | 1.7 | 6.0 | 30.0 | 13.0 |
Sharpe Ratio | NA | 1.78 | 1.88 | 0.12 | 0.47 | 0.53 | 0.68 | 1.83 | -1.07 | 1.27 | 0.82 | 2.15 | -0.48 | 3.77 | 0.55 | 0.12 | 0.55 | 2.83 | 1.74 |
Draw Down(%) | NA | 6.1 | 11.3 | 34.0 | 34.0 | 34.0 | 34.0 | 11.3 | 32.1 | 7.5 | 31.8 | 6.8 | 18.7 | 2.6 | 12.4 | 13.2 | 8.6 | 7.1 | 5.3 |
Standard Deviation(%) | NA | 13.4 | 13.0 | 18.8 | 21.0 | 17.4 | 16.6 | 13.7 | 26.4 | 14.8 | 30.8 | 12.3 | 16.1 | 6.6 | 13.7 | 13.8 | 10.9 | 10.6 | 13.1 |
Treynor Ratio | NA | 0.24 | 0.26 | 0.02 | 0.1 | 0.09 | 0.12 | 0.26 | -0.25 | 0.2 | 0.26 | 0.25 | -0.07 | 0.32 | 0.1 | 0.02 | 0.07 | 0.38 | 0.28 |
Alpha | NA | 0.04 | 0.06 | 0.02 | 0.02 | 0.02 | 0.02 | 0.05 | -0.04 | 0.04 | 0.05 | 0.02 | 0.04 | 0.02 | 0.01 | 0.02 | 0.04 | 0.06 | -0.02 |
Beta | NA | 1.01 | 0.93 | 1.07 | 1.03 | 0.98 | 0.96 | 0.95 | 1.15 | 0.96 | 0.99 | 1.07 | 1.07 | 0.77 | 0.76 | 0.84 | 0.89 | 0.79 | 0.81 |
RSquared | NA | 0.62 | 0.69 | 0.74 | 0.8 | 0.8 | 0.8 | 0.71 | 0.78 | 0.67 | 0.89 | 0.83 | 0.81 | 0.7 | 0.87 | 0.87 | 0.77 | 0.84 | 0.93 |
Yield(%) | N/A | 0.0 | 2.1 | 4.3 | 5.7 | 6.0 | N/A | 2.3 | 6.7 | 4.2 | 4.3 | 7.5 | 5.6 | 4.3 | 4.8 | 4.9 | 3.5 | 1.2 | 1.2 |
Dividend Growth(%) | N/A | -100.0 | -77.2 | 3.6 | 42.5 | N/A | N/A | -77.2 | 85.6 | 15.5 | -30.0 | 16.5 | 58.5 | -4.4 | -6.8 | 46.0 | 257.1 | 16.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/2012
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