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RGPCX: AMERICAN FUNDS GROWTH PORTFOLIO CLASS R-3 (MUTUAL FUND)
Basic Info 25.92 0.01(0.04%) May 30
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (9%) |
| Start Date: | 05/24/2012 |
| Last Dividend Date: | 12/27/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.03% |
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Performance Analytics (As of 05/30/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/24/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | 3.4 | 8.1 | 7.8 | 7.4 | 7.4 | 10.3 | 13.5 | 27.2 | -33.6 | 14.3 | 21.4 | 26.8 | -6.9 | 24.7 | 7.1 | 1.1 | 5.5 | 29.4 | 12.6 |
| Sharpe Ratio | NA | 0.21 | 0.23 | 0.23 | 0.27 | 0.32 | 0.51 | 0.45 | 1.68 | -1.24 | 0.94 | 0.68 | 2.08 | -0.51 | 3.65 | 0.5 | 0.08 | 0.5 | 2.75 | 1.68 |
| Draw Down(%) | NA | 19.4 | 22.9 | 22.9 | 38.8 | 38.8 | 38.8 | 9.4 | 11.4 | 34.9 | 7.5 | 31.9 | 6.8 | 18.7 | 2.6 | 12.5 | 13.3 | 8.8 | 7.1 | 5.3 |
| Standard Deviation(%) | NA | 26.1 | 21.1 | 19.8 | 19.7 | 18.7 | 17.2 | 15.4 | 13.8 | 28.3 | 15.2 | 31.0 | 12.2 | 16.0 | 6.6 | 13.8 | 13.8 | 10.9 | 10.7 | 13.1 |
| Treynor Ratio | NA | 0.05 | 0.05 | 0.04 | 0.05 | 0.06 | 0.09 | 0.08 | 0.25 | -0.3 | 0.15 | 0.21 | 0.24 | -0.08 | 0.31 | 0.09 | 0.01 | 0.06 | 0.37 | 0.27 |
| Alpha | NA | -0.11 | -0.01 | 0.0 | -0.01 | 0.01 | 0.01 | 0.04 | 0.04 | -0.07 | 0.02 | 0.04 | 0.01 | 0.04 | 0.01 | 0.01 | 0.02 | 0.04 | 0.06 | -0.02 |
| Beta | NA | 1.18 | 1.03 | 1.05 | 1.05 | 0.99 | 0.97 | 0.88 | 0.94 | 1.17 | 0.98 | 0.99 | 1.07 | 1.06 | 0.77 | 0.77 | 0.84 | 0.88 | 0.8 | 0.81 |
| RSquared | NA | 0.7 | 0.58 | 0.64 | 0.66 | 0.75 | 0.76 | 0.48 | 0.7 | 0.71 | 0.67 | 0.88 | 0.83 | 0.81 | 0.69 | 0.87 | 0.86 | 0.77 | 0.84 | 0.92 |
| Yield(%) | N/A | 0.0 | 5.9 | 2.5 | 1.7 | 3.4 | N/A | 6.5 | 0.6 | 0.0 | 0.0 | 0.2 | 6.7 | 5.1 | 3.8 | 4.3 | 4.4 | 3.0 | 0.7 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | 1245.0 | 37.5 | -59.0 | N/A | N/A | 1245.0 | 2525.0 | N/A | -100.0 | -95.7 | 13.6 | 65.5 | -7.8 | -6.1 | 50.6 | 421.7 | -17.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/2012
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See WORLD STOCK Asset Class Trend Rankings |
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Best Closed End Funds
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