Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGGEX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS 529-E) | 12.43% | 28.80% | 20.48% | 6.50% | 10.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGGEX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS 529-E) | 05/24/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 28.80 | 20.48 | 6.50 | 10.97 | NA | NA | … | … | 12.43 | 22.70 | 14.54 | 23.74 | -30.91 | 9.46 | 26.34 | 27.69 | -9.26 | 28.24 | 3.41 | 0.09 | 2.00 | 25.30 | 15.47 |
| Sharpe Ratio | NA | 1.97 | 1.17 | 0.23 | 0.54 | NA | NA | … | … | 1.76 | 1.15 | 0.84 | 1.57 | -1.26 | 0.64 | 0.86 | 2.21 | -0.69 | 4.24 | 0.23 | 0.00 | 0.19 | 2.40 | 2.13 |
| Standard Deviation(%) | NA | 14.23 | 15.06 | 17.53 | 17.60 | NA | NA | … | … | 17.53 | 17.33 | 13.00 | 12.89 | 25.79 | 14.85 | 30.38 | 11.89 | 15.57 | 6.54 | 14.08 | 13.72 | 10.68 | 10.51 | 12.80 |
| Draw Down(%) | NA | 11.34 | 18.03 | 36.44 | 36.44 | NA | NA | … | … | 11.34 | 18.03 | 9.00 | 11.65 | 32.62 | 8.00 | 32.19 | 6.72 | 20.20 | 2.30 | 12.65 | 13.72 | 9.43 | 8.44 | 4.56 |
| Yield(%) | 0.00 | 5.88 | 4.45 | 2.19 | 4.08 | 4.50 | 3.38 | … | … | 0.00 | 6.30 | 4.54 | 0.88 | 0.36 | 0.21 | 0.08 | 5.76 | 4.65 | 7.24 | 3.46 | 3.59 | 2.33 | 1.21 | 1.39 |
Data as of 06/04/2026, Common starting date is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGGEX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS 529-E) |
-3.06%
Apr 2021 – Apr 2024 |
2.06%
Dec 2017 – Dec 2022 |
5.22%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGGEX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS 529-E) |
21.38%
May 2023 – May 2026 |
16.57%
Oct 2016 – Oct 2021 |
11.18%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart