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PGGAX: AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS A (MUTUAL FUND)
Basic Info 22.27 0.16(0.72%) May 14
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (52%) |
Start Date: | 01/21/2000 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.07% |
Expenses | 0.58% |
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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 01/21/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 8.7 | 23.5 | 3.4 | 10.5 | 8.2 | 4.5 | 24.1 | -25.8 | 13.0 | 27.4 | 27.9 | -9.0 | 28.6 | 1.1 | 0.4 | 2.4 | 25.8 | 3.3 |
Sharpe Ratio | NA | 1.67 | 1.5 | -0.01 | 0.41 | 0.43 | 0.2 | 1.55 | -1.11 | 0.89 | 0.89 | 2.25 | -0.66 | 4.3 | 0.06 | 0.02 | 0.22 | 2.45 | -0.06 |
Draw Down(%) | NA | 5.7 | 11.6 | 34.4 | 34.4 | 34.4 | 34.4 | 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 | 12.0 | 12.2 | 17.6 | 20.2 | 16.8 | 16.4 | 12.9 | 24.6 | 14.5 | 30.3 | 11.8 | 15.6 | 6.5 | 14.4 | 13.7 | 10.7 | 10.5 | 18.5 |
Treynor Ratio | NA | 0.21 | 0.19 | 0.0 | 0.08 | 0.07 | 0.05 | 0.21 | -0.24 | 0.13 | 0.27 | 0.25 | -0.1 | 0.35 | 0.01 | 0.0 | 0.03 | 0.32 | 0.07 |
Alpha | NA | 0.03 | 0.04 | 0.01 | 0.01 | 0.02 | 0.01 | 0.03 | -0.04 | 0.02 | 0.06 | 0.02 | 0.03 | 0.02 | -0.01 | 0.02 | 0.02 | 0.05 | 0.07 |
Beta | NA | 0.97 | 0.94 | 1.06 | 1.03 | 0.98 | 0.71 | 0.96 | 1.13 | 1.01 | 1.0 | 1.06 | 1.08 | 0.81 | 0.8 | 0.85 | 0.9 | 0.81 | -0.17 |
RSquared | NA | 0.73 | 0.8 | 0.83 | 0.87 | 0.87 | 0.56 | 0.82 | 0.87 | 0.77 | 0.93 | 0.89 | 0.88 | 0.79 | 0.87 | 0.9 | 0.83 | 0.88 | 0.12 |
Yield(%) | N/A | 0.0 | 1.1 | 3.4 | 4.2 | 4.3 | N/A | 1.2 | 5.5 | 3.7 | 1.0 | 6.0 | 4.8 | 7.5 | 1.1 | 3.9 | 2.5 | 1.4 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | -85.3 | 26.0 | 15.4 | 1933.6 | N/A | -85.0 | 64.2 | 376.5 | -80.2 | 4.9 | -21.2 | 593.3 | -72.7 | 52.8 | 111.8 | 21.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/21/2000
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