Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CGFAX (GROWTH FUND OF AMERICA CLASS 529-A) | 1.93% | 6.22% | 11.82% | 8.14% | 9.56% | 11.77% | 9.21% | 8.61% |
Data as of 05/22/2025, AR inception is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGFAX (GROWTH FUND OF AMERICA CLASS 529-A) | 03/15/2002 | 05/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.77 | 6.22 | 11.82 | 8.14 | 9.56 | 11.77 | 9.21 | 8.61 | 1.93 | 18.14 | 28.12 | -33.23 | 9.93 | 32.32 | 28.09 | -3.25 | 26.06 | 8.35 | 5.36 | 9.41 | 33.84 | 20.45 | -4.93 | 12.27 | 34.42 | -39.09 | 10.87 | 10.91 | 14.18 | 11.90 | 32.90 | -22.28 |
| Sharpe Ratio | NA | 0.07 | 0.34 | 0.29 | 0.39 | NA | NA | 0.38 | 0.21 | 0.60 | 1.46 | -1.17 | 0.53 | 0.99 | 1.96 | -0.25 | 3.33 | 0.56 | 0.35 | 0.73 | 2.96 | 1.54 | -0.21 | 0.70 | 1.44 | -1.12 | 0.56 | 0.74 | 1.28 | 1.01 | 2.05 | -1.17 |
| Standard Deviation(%) | NA | 25.50 | 22.40 | 22.34 | 20.58 | NA | NA | 19.34 | 30.93 | 19.40 | 16.53 | 29.70 | 18.58 | 32.21 | 13.61 | 18.48 | 7.66 | 14.42 | 15.05 | 12.80 | 11.41 | 13.34 | 23.08 | 17.36 | 23.81 | 35.65 | 14.25 | 10.39 | 9.38 | 10.81 | 15.70 | 24.07 |
| Draw Down(%) | NA | 26.57 | 26.57 | 42.07 | 42.07 | NA | NA | 51.92 | 21.58 | 12.21 | 10.76 | 35.06 | 15.80 | 30.37 | 7.98 | 20.91 | 3.34 | 14.12 | 11.60 | 8.63 | 6.08 | 10.19 | 21.35 | 15.03 | 20.70 | 49.33 | 8.94 | 10.36 | 6.47 | 9.55 | 12.38 | 31.46 |
| Yield(%) | 0.00 | 0.41 | 0.49 | 0.38 | 4.30 | 7.07 | 5.90 | 5.88 | 0.00 | 0.47 | 0.72 | 0.21 | 0.06 | 0.30 | 8.57 | 10.24 | 8.25 | 6.85 | 8.57 | 9.89 | 8.19 | 0.93 | 0.71 | 0.88 | 1.01 | 0.70 | 7.36 | 4.39 | 1.52 | 0.41 | 0.15 | 0.00 |
Data as of 05/22/2025, AR inception is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGFAX (GROWTH FUND OF AMERICA CLASS 529-A) |
-13.49%
Feb 2006 - Feb 2009 |
-4.13%
Feb 2004 - Feb 2009 |
5.06%
May 2002 - May 2012 |
6.67%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGFAX (GROWTH FUND OF AMERICA CLASS 529-A) |
24.53%
Oct 2018 - Oct 2021 |
21.94%
Feb 2009 - Feb 2014 |
17.61%
Sep 2011 - Sep 2021 |
13.77%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart