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RGAGX: GROWTH FUND OF AMERICA CLASS R-6 (MUTUAL FUND)
Basic Info 77.2 0.53(0.69%) May 16
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 05/04/2009 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 0.76% |
| Expenses | 0.30% |
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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 | Since 05/04/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 6.1 | 3.6 | 8.5 | 12.6 | 9.6 | 10.2 | 12.0 | 12.6 | 18.7 | 28.8 | -33.0 | 10.4 | 32.9 | 28.8 | -2.9 | 26.5 | 8.8 | 5.8 | 9.9 | 34.4 | 21.0 | -4.5 | 12.7 | 23.4 |
| Sharpe Ratio | NA | 0.22 | 0.09 | 0.37 | 0.31 | 0.42 | NA | 0.61 | 0.63 | 1.5 | -1.16 | 0.56 | 1.01 | 2.02 | -0.23 | 3.39 | 0.6 | 0.38 | 0.77 | 3.01 | 1.58 | -0.2 | 0.72 | 2.13 |
| Draw Down(%) | NA | 21.5 | 26.4 | 26.4 | 41.7 | 41.7 | NA | 41.7 | 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 | 7.1 |
| Standard Deviation(%) | NA | 30.9 | 25.4 | 22.4 | 22.3 | 20.6 | NA | 19.0 | 19.3 | 16.5 | 29.7 | 18.5 | 32.2 | 13.6 | 18.5 | 7.7 | 14.4 | 15.0 | 12.8 | 11.4 | 13.4 | 23.1 | 17.4 | 17.4 |
| Treynor Ratio | NA | 0.08 | 0.02 | 0.1 | 0.09 | 0.11 | NA | 0.14 | 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 | 0.41 |
| Alpha | NA | 0.02 | -0.02 | -0.02 | 0.0 | 0.0 | NA | 0.0 | -0.02 | -0.02 | -0.01 | 0.04 | -0.03 | 0.01 | -0.02 | 0.0 | 0.04 | -0.01 | -0.01 | 0.01 | 0.02 | -0.02 | 0.01 | 0.0 |
| Beta | NA | 0.86 | 0.88 | 0.83 | 0.77 | 0.8 | NA | 0.82 | 0.88 | 0.77 | 0.79 | 0.57 | 0.87 | 0.62 | 0.87 | 0.83 | 0.93 | 0.91 | 0.92 | 0.93 | 0.88 | 0.86 | 0.89 | 0.91 |
| RSquared | NA | 0.98 | 0.95 | 0.91 | 0.85 | 0.88 | 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 |
| Yield(%) | N/A | 0.0 | 0.8 | 0.9 | 0.8 | 4.7 | 7.4 | N/A | 0.9 | 1.1 | 0.5 | 0.4 | 0.7 | 9.2 | 10.5 | 8.6 | 7.2 | 8.9 | 10.2 | 8.6 | 1.4 | 1.1 | 1.3 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | -3.7 | -67.2 | -89.2 | N/A | N/A | N/A | -3.7 | 58.3 | 20.2 | -16.8 | -90.9 | -25.8 | 45.3 | 24.5 | -23.2 | -13.0 | 44.4 | 642.4 | 21.1 | -4.0 | 25.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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See LARGE GROWTH Asset Class Trend Rankings |
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