Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGPBX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-B) | NA | 15.62% | 6.72% | NA | NA | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGPBX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-B) | 05/24/2012 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 15.62 | 6.72 | NA | NA | NA | NA | … | … | 7.09 | 6.54 | 0.58 | 4.90 | 28.64 | 12.26 |
| Sharpe Ratio | NA | 1.41 | 0.53 | NA | NA | NA | NA | … | … | 4.49 | 0.46 | 0.04 | 0.45 | 2.70 | 1.64 |
| Standard Deviation(%) | NA | 10.76 | 12.52 | NA | NA | NA | NA | … | … | 6.34 | 13.74 | 13.85 | 10.91 | 10.58 | 13.06 |
| Draw Down(%) | NA | 7.46 | 18.78 | NA | NA | NA | NA | … | … | 1.45 | 12.46 | 13.40 | 8.90 | 7.16 | 5.40 |
| Yield(%) | 0.00 | 3.53 | 3.37 | 3.08 | 1.54 | 1.03 | 0.77 | … | … | 0.00 | 3.54 | 4.01 | 2.47 | 0.34 | 0.72 |
Data as of 04/10/2017, 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 |
|---|---|---|---|---|
| CGPBX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-B) |
3.98%
Dec 2013 – Dec 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGPBX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-B) |
15.73%
Jun 2012 – Jun 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart