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RGAFX: GROWTH FUND OF AMERICA CLASS R-5 (MUTUAL FUND)
Basic Info 76.31 0.96(1.27%) May 13
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 06/07/2002 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 0.71% |
| Expenses | 0.63% |
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Performance Analytics (As of 05/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/07/2002 |
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 | 2.5 | 8.7 | 12.6 | 9.2 | 10.2 | 11.7 | 9.8 | 9.6 | 18.6 | 28.7 | -33.0 | 10.4 | 32.8 | 28.5 | -2.9 | 26.4 | 8.7 | 5.7 | 9.8 | 34.4 | 20.9 | -4.6 | 12.6 | 34.9 | -38.9 | 11.3 | 11.2 | 14.5 | 12.2 | 33.3 | -11.9 |
| Sharpe Ratio | NA | -0.31 | -0.11 | 0.28 | 0.24 | 0.38 | NA | NA | 0.42 | 0.62 | 1.49 | -1.16 | 0.56 | 1.01 | 2.0 | -0.23 | 3.38 | 0.59 | 0.38 | 0.77 | 3.0 | 1.58 | -0.2 | 0.72 | 1.46 | -1.11 | 0.58 | 0.77 | 1.32 | 1.04 | 2.07 | -0.8 |
| Draw Down(%) | NA | 21.5 | 26.4 | 26.4 | 41.8 | 41.8 | NA | NA | 51.7 | 12.1 | 10.7 | 34.8 | 15.7 | 30.3 | 7.9 | 20.9 | 3.3 | 14.1 | 11.5 | 8.6 | 6.0 | 10.1 | 21.2 | 15.0 | 20.6 | 49.2 | 8.9 | 10.3 | 6.4 | 9.4 | 12.3 | 22.1 |
| Standard Deviation(%) | NA | 31.1 | 25.2 | 22.4 | 22.3 | 20.5 | NA | NA | 19.3 | 19.3 | 16.5 | 29.7 | 18.5 | 32.2 | 13.6 | 18.5 | 7.7 | 14.4 | 15.1 | 12.8 | 11.4 | 13.4 | 23.1 | 17.4 | 23.8 | 35.7 | 14.2 | 10.4 | 9.4 | 10.8 | 15.7 | 26.5 |
| Treynor Ratio | NA | -0.11 | -0.03 | 0.08 | 0.07 | 0.1 | NA | NA | 0.1 | 0.14 | 0.32 | -0.44 | 0.18 | 0.37 | 0.44 | -0.05 | 0.31 | 0.09 | 0.06 | 0.11 | 0.37 | 0.24 | -0.05 | 0.14 | 0.37 | -0.43 | 0.1 | 0.11 | 0.17 | 0.16 | 0.42 | -0.3 |
| Alpha | NA | 0.02 | -0.02 | -0.02 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | -0.02 | -0.01 | 0.04 | -0.03 | 0.0 | -0.02 | 0.0 | 0.04 | -0.01 | -0.01 | 0.01 | 0.02 | -0.02 | 0.01 | 0.01 | -0.02 | 0.01 | 0.03 | 0.02 | 0.03 | 0.04 | -0.01 |
| Beta | NA | 0.86 | 0.89 | 0.82 | 0.77 | 0.8 | NA | NA | 0.83 | 0.88 | 0.77 | 0.79 | 0.57 | 0.87 | 0.62 | 0.87 | 0.83 | 0.93 | 0.91 | 0.92 | 0.92 | 0.88 | 0.86 | 0.89 | 0.95 | 0.93 | 0.84 | 0.73 | 0.71 | 0.69 | 0.78 | 0.7 |
| RSquared | NA | 0.98 | 0.94 | 0.91 | 0.85 | 0.88 | NA | NA | 0.9 | 0.9 | 0.78 | 0.96 | 0.53 | 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 | 0.7 | 0.8 | 0.8 | 4.7 | 7.1 | 6.6 | N/A | 0.8 | 1.1 | 0.4 | 0.4 | 0.6 | 8.9 | 10.5 | 8.5 | 7.1 | 8.9 | 10.2 | 8.6 | 1.3 | 1.0 | 1.2 | 1.4 | 1.0 | 7.7 | 4.7 | 1.8 | 0.8 | 0.3 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | -7.9 | -68.5 | -89.9 | 57.8 | N/A | N/A | N/A | -7.9 | 69.3 | 29.2 | -23.3 | -91.4 | -27.8 | 45.5 | 24.9 | -23.6 | -13.0 | 44.6 | 685.1 | 22.8 | -6.6 | 14.0 | -10.9 | -86.9 | 71.7 | 195.2 | 159.7 | 282.0 | -19.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2002
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See LARGE GROWTH Asset Class Trend Rankings |
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