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RGAAX: GROWTH FUND OF AMERICA CLASS R-1 (MUTUAL FUND)
Basic Info 67.37 0.46(0.69%) May 16
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 12/20/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.43% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/10/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 6.1 | 3.1 | 6.2 | 10.5 | 7.7 | 8.7 | 10.5 | 8.5 | 8.4 | 16.2 | 26.4 | -34.0 | 8.4 | 31.0 | 27.2 | -3.9 | 25.2 | 7.6 | 4.6 | 8.7 | 32.9 | 19.7 | -5.6 | 11.4 | 33.6 | -39.5 | 10.1 | 10.1 | 13.3 | 11.0 | 31.8 | -12.4 |
| Sharpe Ratio | NA | 0.18 | 0.0 | 0.27 | 0.22 | 0.34 | NA | NA | 0.37 | 0.48 | 1.32 | -1.19 | 0.44 | 0.95 | 1.9 | -0.29 | 3.22 | 0.51 | 0.31 | 0.68 | 2.88 | 1.48 | -0.24 | 0.65 | 1.41 | -1.13 | 0.5 | 0.66 | 1.19 | 0.93 | 1.99 | -0.83 |
| Draw Down(%) | NA | 21.7 | 27.4 | 27.4 | 43.1 | 43.1 | NA | NA | 52.4 | 13.1 | 10.9 | 35.7 | 16.4 | 30.4 | 8.0 | 21.1 | 3.4 | 14.2 | 11.8 | 8.7 | 6.1 | 10.3 | 21.6 | 15.2 | 20.8 | 49.5 | 9.0 | 10.4 | 6.6 | 9.8 | 12.5 | 22.4 |
| Standard Deviation(%) | NA | 30.9 | 25.9 | 22.7 | 22.6 | 20.7 | NA | NA | 19.4 | 20.0 | 16.8 | 29.8 | 18.9 | 32.3 | 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 | 26.5 |
| Treynor Ratio | NA | 0.07 | 0.0 | 0.07 | 0.07 | 0.09 | NA | NA | 0.09 | 0.11 | 0.29 | -0.45 | 0.15 | 0.35 | 0.41 | -0.06 | 0.3 | 0.08 | 0.05 | 0.09 | 0.36 | 0.22 | -0.07 | 0.13 | 0.35 | -0.43 | 0.08 | 0.09 | 0.16 | 0.15 | 0.4 | -0.31 |
| Alpha | NA | 0.01 | -0.03 | -0.02 | 0.0 | -0.01 | NA | NA | 0.0 | -0.03 | -0.02 | -0.01 | 0.03 | -0.04 | 0.0 | -0.02 | 0.0 | 0.03 | -0.01 | -0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | -0.02 | 0.0 | 0.03 | 0.02 | 0.02 | 0.04 | -0.01 |
| Beta | NA | 0.86 | 0.89 | 0.83 | 0.77 | 0.8 | NA | NA | 0.83 | 0.9 | 0.77 | 0.79 | 0.57 | 0.87 | 0.62 | 0.87 | 0.82 | 0.93 | 0.91 | 0.92 | 0.92 | 0.88 | 0.86 | 0.9 | 0.95 | 0.93 | 0.84 | 0.73 | 0.71 | 0.69 | 0.77 | 0.7 |
| RSquared | NA | 0.98 | 0.93 | 0.9 | 0.84 | 0.87 | NA | NA | 0.9 | 0.89 | 0.75 | 0.95 | 0.51 | 0.94 | 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 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 3.9 | 6.1 | 5.4 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.2 | 10.2 | 8.0 | 6.5 | 8.3 | 9.8 | 8.0 | 0.0 | 0.0 | 0.2 | 0.3 | 0.2 | 6.8 | 3.9 | 1.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | 62.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -32.1 | 49.0 | 27.9 | -25.4 | -16.4 | 47.6 | 24881.8 | N/A | -100.0 | -16.4 | 17.5 | -97.4 | 83.8 | 343.1 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2002
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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