Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGPAX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-A) | 6.93% | 22.64% | 20.63% | 6.78% | 11.10% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGPAX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-A) | 05/24/2012 | 06/05/2026 |
| 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 (%) | -3.77 | 22.64 | 20.63 | 6.78 | 11.10 | NA | NA | … | … | 6.93 | 20.44 | 20.09 | 28.65 | -33.40 | 14.67 | 21.62 | 27.63 | -6.66 | 25.03 | 7.48 | 1.42 | 5.77 | 29.70 | 12.83 |
| Sharpe Ratio | NA | 1.87 | 1.22 | 0.27 | 0.54 | NA | NA | … | … | 1.59 | 0.93 | 1.17 | 1.84 | -1.24 | 0.97 | 0.69 | 2.14 | -0.50 | 3.71 | 0.53 | 0.10 | 0.53 | 2.80 | 1.70 |
| Standard Deviation(%) | NA | 14.23 | 16.02 | 18.89 | 18.45 | NA | NA | … | … | 16.91 | 19.06 | 14.07 | 13.72 | 28.27 | 15.15 | 31.00 | 12.25 | 16.11 | 6.61 | 13.78 | 13.78 | 10.88 | 10.59 | 13.15 |
| Draw Down(%) | NA | 11.75 | 19.39 | 38.60 | 38.60 | NA | NA | … | … | 11.75 | 19.39 | 8.99 | 11.42 | 34.67 | 7.50 | 31.86 | 6.79 | 18.73 | 2.60 | 12.42 | 13.21 | 8.63 | 7.13 | 5.30 |
| Yield(%) | 0.00 | 6.22 | 5.81 | 2.79 | 4.70 | 5.53 | 4.15 | … | … | 0.00 | 6.53 | 6.69 | 2.01 | 0.20 | 0.00 | 0.50 | 7.38 | 5.36 | 4.05 | 4.52 | 4.64 | 3.23 | 0.99 | 1.08 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| CGPAX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-A) |
-2.43%
Dec 2019 – Dec 2022 |
2.05%
Dec 2017 – Dec 2022 |
6.27%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGPAX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-A) |
23.07%
May 2023 – May 2026 |
17.30%
Oct 2016 – Oct 2021 |
11.72%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart