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PGGAX: AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 01/21/2000 |
| Last Dividend Date: | 12/27/2024 |
| 12-Mo. Yield | 4.29% |
| Expenses | 0.58% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/21/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 7.0 | 11.0 | 14.1 | 8.3 | 7.7 | 4.4 | 10.2 | 24.1 | -30.7 | 9.8 | 26.7 | 27.9 | -9.0 | 28.6 | 1.1 | 0.4 | 2.4 | 25.8 | 3.3 |
| Sharpe Ratio | NA | 0.58 | 0.43 | 0.62 | 0.35 | 0.35 | 0.18 | 0.26 | 1.55 | -1.25 | 0.66 | 0.87 | 2.25 | -0.66 | 4.3 | 0.06 | 0.02 | 0.22 | 2.45 | -0.06 |
| Draw Down(%) | NA | 18.0 | 18.0 | 18.0 | 36.3 | 36.3 | 36.3 | 9.0 | 11.6 | 32.5 | 8.0 | 32.1 | 6.7 | 20.0 | 2.3 | 12.6 | 13.7 | 9.3 | 8.4 | 13.0 |
| Standard Deviation(%) | NA | 22.1 | 18.2 | 17.2 | 17.8 | 17.7 | 16.7 | 13.9 | 12.9 | 25.8 | 14.8 | 30.4 | 11.8 | 15.6 | 6.5 | 14.4 | 13.7 | 10.7 | 10.5 | 18.5 |
| Treynor Ratio | NA | 0.12 | 0.08 | 0.11 | 0.06 | 0.06 | 0.04 | 0.04 | 0.21 | -0.28 | 0.09 | 0.26 | 0.25 | -0.1 | 0.35 | 0.01 | 0.0 | 0.03 | 0.32 | 0.07 |
| Alpha | NA | -0.06 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.03 | 0.03 | -0.06 | 0.0 | 0.05 | 0.02 | 0.03 | 0.02 | -0.01 | 0.02 | 0.02 | 0.05 | 0.07 |
| Beta | NA | 1.1 | 1.03 | 1.02 | 1.05 | 1.0 | 0.73 | 0.9 | 0.96 | 1.14 | 1.03 | 1.0 | 1.06 | 1.08 | 0.81 | 0.8 | 0.85 | 0.9 | 0.81 | -0.17 |
| RSquared | NA | 0.8 | 0.76 | 0.77 | 0.78 | 0.84 | 0.57 | 0.62 | 0.82 | 0.81 | 0.78 | 0.93 | 0.89 | 0.88 | 0.79 | 0.87 | 0.9 | 0.83 | 0.88 | 0.12 |
| Yield(%) | N/A | 0.0 | 4.3 | 2.5 | 1.7 | 3.2 | N/A | 4.8 | 1.2 | 0.6 | 0.5 | 0.3 | 6.0 | 4.8 | 7.5 | 1.1 | 3.9 | 2.6 | 1.4 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | 399.0 | 27.6 | -57.1 | 626.3 | N/A | 399.0 | 43.4 | 32.0 | 77.6 | -93.3 | 5.2 | -21.3 | 612.3 | -73.5 | 51.5 | 118.7 | 16.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/21/2000
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