Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGGFX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS 529-F-1) | 12.64% | 29.36% | 21.01% | 6.98% | 11.47% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGGFX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS 529-F-1) | 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 | 29.36 | 21.01 | 6.98 | 11.47 | NA | NA | … | … | 12.64 | 24.21 | 10.14 | 24.34 | -30.60 | 9.96 | 26.96 | 28.20 | -8.85 | 28.84 | 3.91 | 0.55 | 2.50 | 25.85 | 15.71 |
| Sharpe Ratio | NA | 2.01 | 1.21 | 0.26 | 0.57 | NA | NA | … | … | 1.79 | 1.25 | 0.25 | 1.57 | -1.25 | 0.67 | 0.87 | 2.27 | -0.65 | 4.34 | 0.26 | 0.04 | 0.23 | 2.46 | 2.18 |
| Standard Deviation(%) | NA | 14.22 | 15.06 | 17.51 | 17.60 | NA | NA | … | … | 17.53 | 17.40 | 13.95 | 12.90 | 25.72 | 14.83 | 30.43 | 11.82 | 15.65 | 6.54 | 14.09 | 13.72 | 10.64 | 10.49 | 12.74 |
| Draw Down(%) | NA | 11.28 | 17.97 | 36.17 | 36.17 | NA | NA | … | … | 11.28 | 17.97 | 8.94 | 11.57 | 32.39 | 7.98 | 32.15 | 6.66 | 19.83 | 2.29 | 12.59 | 13.57 | 9.32 | 8.42 | 4.47 |
| Yield(%) | 0.00 | 6.27 | 4.93 | 2.56 | 4.66 | 5.17 | 3.88 | … | … | 0.00 | 6.73 | 5.00 | 1.38 | 0.69 | 0.65 | 0.65 | 6.23 | 5.07 | 7.67 | 3.90 | 3.97 | 2.69 | 1.51 | 1.53 |
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 |
|---|---|---|---|---|
| CGGFX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS 529-F-1) |
-2.61%
Apr 2021 – Apr 2024 |
2.52%
Dec 2017 – Dec 2022 |
5.71%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGGFX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS 529-F-1) |
21.94%
May 2023 – May 2026 |
17.09%
Oct 2016 – Oct 2021 |
11.69%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart