Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGFEX (GROWTH FUND OF AMERICA CLASS 529-E) | 9.26% | 24.59% | 24.65% | 9.17% | 13.66% | 13.06% | 10.23% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGFEX (GROWTH FUND OF AMERICA CLASS 529-E) | 03/15/2002 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | -0.18 | 24.59 | 24.65 | 9.17 | 13.66 | 13.06 | 10.23 | … | … | 9.26 | 19.40 | 27.66 | 36.83 | -33.43 | 9.53 | 31.96 | 27.78 | -3.45 | 25.74 | 8.11 | 5.10 | 9.13 | 33.52 | 20.15 | -5.17 | 11.90 | 34.03 | -39.28 | 10.55 | 10.57 | 13.80 | 11.48 | 32.41 | -22.41 |
| Sharpe Ratio | NA | 1.62 | 1.26 | 0.33 | 0.61 | NA | NA | … | … | 1.34 | 0.77 | 1.53 | 2.22 | -1.18 | 0.51 | 0.98 | 1.94 | -0.26 | 3.29 | 0.55 | 0.34 | 0.71 | 2.93 | 1.52 | -0.23 | 0.68 | 1.43 | -1.13 | 0.52 | 0.69 | 1.23 | 0.97 | 2.02 | -1.18 |
| Standard Deviation(%) | NA | 15.16 | 17.78 | 20.74 | 20.03 | NA | NA | … | … | 17.51 | 21.63 | 15.72 | 15.09 | 29.70 | 18.63 | 32.22 | 13.59 | 18.48 | 7.66 | 14.42 | 15.04 | 12.81 | 11.44 | 13.32 | 23.07 | 17.37 | 23.76 | 35.66 | 14.24 | 10.36 | 9.41 | 10.80 | 15.70 | 24.08 |
| Draw Down(%) | NA | 13.82 | 21.61 | 42.32 | 42.32 | NA | NA | … | … | 13.82 | 21.61 | 10.05 | 10.79 | 35.24 | 15.92 | 30.39 | 7.99 | 20.96 | 3.33 | 14.14 | 11.66 | 8.64 | 6.10 | 10.20 | 21.47 | 15.10 | 20.73 | 49.38 | 8.95 | 10.37 | 6.50 | 9.67 | 12.40 | 31.48 |
| Yield(%) | 0.00 | 11.14 | 11.43 | 5.49 | 8.16 | 9.70 | 7.80 | … | … | 0.00 | 11.64 | 10.75 | 9.44 | 0.01 | 0.00 | 0.03 | 8.37 | 10.08 | 8.02 | 6.66 | 8.38 | 9.70 | 7.96 | 0.65 | 0.44 | 0.60 | 0.70 | 0.47 | 7.09 | 4.11 | 1.23 | 0.04 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGFEX (GROWTH FUND OF AMERICA CLASS 529-E) |
-13.76%
Feb 2006 – Feb 2009 |
-4.44%
Feb 2004 – Feb 2009 |
4.73%
May 2002 – May 2012 |
6.39%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGFEX (GROWTH FUND OF AMERICA CLASS 529-E) |
27.76%
Dec 2022 – Dec 2025 |
21.61%
Feb 2009 – Feb 2014 |
17.32%
Sep 2011 – Sep 2021 |
13.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart