Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
CGFBX (GROWTH FUND OF AMERICA CLASS 529-B) | NA | 19.66% | 10.29% | 13.56% | 6.50% | 7.13% | NA | 6.91% |
Data as of 04/10/2017, AR inception is 03/15/2002
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
CGFBX (GROWTH FUND OF AMERICA CLASS 529-B) | 03/15/2002 | 04/10/2017 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.26 | 19.66 | 10.29 | 13.56 | 6.50 | 7.13 | NA | 6.91 | 7.99 | 7.50 | 4.46 | 8.35 | 32.65 | 19.50 | -5.68 | 11.33 | 33.36 | -39.59 | 10.01 | 9.99 | 13.19 | 10.93 | 31.66 | -22.64 |
Sharpe Ratio | NA | 1.75 | 0.75 | 1.01 | 0.31 | NA | NA | 0.34 | 4.75 | 0.50 | 0.29 | 0.65 | 2.86 | 1.47 | -0.25 | 0.65 | 1.40 | -1.13 | 0.49 | 0.65 | 1.18 | 0.92 | 1.98 | -1.19 |
Standard Deviation(%) | NA | 10.88 | 13.61 | 13.33 | 19.59 | NA | NA | 17.94 | 6.85 | 14.42 | 15.05 | 12.76 | 11.42 | 13.34 | 23.09 | 17.40 | 23.79 | 35.67 | 14.25 | 10.37 | 9.37 | 10.82 | 15.68 | 24.03 |
Draw Down(%) | NA | 6.99 | 16.82 | 16.82 | 52.44 | NA | NA | 52.44 | 1.73 | 14.21 | 11.78 | 8.73 | 6.14 | 10.30 | 21.65 | 15.20 | 20.82 | 49.53 | 8.99 | 10.43 | 6.56 | 9.82 | 12.51 | 31.74 |
Yield(%) | 0.00 | 6.66 | 8.20 | 8.27 | 4.51 | 4.70 | 3.42 | 4.57 | 0.00 | 6.59 | 8.33 | 9.87 | 8.05 | 0.00 | 0.00 | 0.00 | 0.10 | 0.04 | 6.69 | 3.66 | 0.85 | 0.00 | 0.00 | 0.00 |
Data as of 04/10/2017, 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 |
---|---|---|---|---|
CGFBX (GROWTH FUND OF AMERICA CLASS 529-B) |
-14.21%
Feb 2006 - Feb 2009 |
-4.93%
Feb 2004 - Feb 2009 |
4.21%
May 2002 - May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
CGFBX (GROWTH FUND OF AMERICA CLASS 529-B) |
21.97%
Sep 2011 - Sep 2014 |
20.95%
Feb 2009 - Feb 2014 |
8.45%
Mar 2003 - Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart