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PGWFX: AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS F-2 (MUTUAL FUND)
Basic Info 22.59 0.08(0.35%) May 16
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (5%) |
Start Date: | 05/24/2012 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.33% |
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 05/24/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.8 | 9.8 | 24.9 | 3.2 | 10.7 | 8.9 | 11.0 | 24.4 | -25.5 | 13.2 | 27.7 | 28.3 | -8.8 | 29.0 | 4.0 | 0.6 | 2.6 | 26.0 | 15.7 |
Sharpe Ratio | NA | 1.68 | 1.53 | 0.01 | 0.42 | 0.46 | 0.62 | 1.58 | -1.1 | 0.91 | 0.9 | 2.28 | -0.65 | 4.35 | 0.27 | 0.04 | 0.24 | 2.46 | 2.17 |
Draw Down(%) | NA | 5.6 | 11.5 | 34.3 | 34.3 | 34.3 | 34.3 | 11.5 | 32.3 | 8.0 | 32.1 | 6.6 | 19.8 | 2.3 | 12.6 | 13.6 | 9.2 | 8.4 | 4.5 |
Standard Deviation(%) | NA | 12.1 | 12.2 | 17.6 | 20.2 | 16.8 | 16.1 | 12.9 | 24.5 | 14.5 | 30.4 | 11.8 | 15.6 | 6.5 | 14.2 | 13.8 | 10.6 | 10.5 | 12.8 |
Treynor Ratio | NA | 0.21 | 0.2 | 0.0 | 0.08 | 0.08 | 0.1 | 0.21 | -0.24 | 0.13 | 0.27 | 0.25 | -0.09 | 0.35 | 0.05 | 0.01 | 0.03 | 0.32 | 0.35 |
Alpha | NA | 0.03 | 0.04 | 0.01 | 0.01 | 0.02 | 0.02 | 0.03 | -0.04 | 0.02 | 0.06 | 0.02 | 0.03 | 0.02 | 0.0 | 0.02 | 0.03 | 0.05 | 0.0 |
Beta | NA | 0.98 | 0.94 | 1.06 | 1.03 | 0.98 | 0.96 | 0.96 | 1.13 | 1.01 | 1.0 | 1.06 | 1.08 | 0.82 | 0.8 | 0.85 | 0.9 | 0.81 | 0.8 |
RSquared | NA | 0.73 | 0.8 | 0.83 | 0.87 | 0.87 | 0.87 | 0.82 | 0.87 | 0.76 | 0.93 | 0.89 | 0.88 | 0.79 | 0.91 | 0.9 | 0.83 | 0.88 | 0.95 |
Yield(%) | N/A | 0.0 | 1.3 | 3.6 | 4.4 | 4.9 | N/A | 1.4 | 5.6 | 3.9 | 1.2 | 6.2 | 5.1 | 7.8 | 4.0 | 4.1 | 2.7 | 1.6 | 1.6 |
Dividend Growth(%) | N/A | -100.0 | -82.2 | 25.2 | 4.8 | N/A | N/A | -82.5 | 57.5 | 295.5 | -75.6 | 4.7 | -20.4 | 100.0 | -6.9 | 48.7 | 105.3 | 18.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/2012
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