Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGPCX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-C) | 10.37% | 25.84% | 21.10% | 9.45% | 12.36% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGPCX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-C) | 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 (%) | -0.07 | 25.84 | 21.10 | 9.45 | 12.36 | NA | NA | … | … | 10.37 | 20.71 | 13.03 | 26.49 | -34.12 | 13.71 | 20.64 | 26.59 | -7.39 | 24.03 | 6.57 | 0.65 | 4.83 | 28.67 | 12.26 |
| Sharpe Ratio | NA | 1.80 | 1.15 | 0.38 | 0.60 | NA | NA | … | … | 1.53 | 0.95 | 0.42 | 1.63 | -1.25 | 0.90 | 0.65 | 2.06 | -0.54 | 3.56 | 0.46 | 0.04 | 0.44 | 2.71 | 1.61 |
| Standard Deviation(%) | NA | 14.25 | 16.05 | 18.27 | 18.12 | NA | NA | … | … | 16.94 | 19.21 | 15.41 | 13.76 | 28.41 | 15.14 | 31.06 | 12.25 | 16.05 | 6.60 | 13.80 | 13.85 | 10.89 | 10.57 | 13.27 |
| Draw Down(%) | NA | 11.89 | 19.48 | 34.63 | 34.63 | NA | NA | … | … | 11.89 | 19.48 | 9.40 | 11.59 | 35.34 | 7.58 | 31.91 | 6.85 | 19.14 | 2.65 | 12.54 | 13.42 | 8.91 | 7.17 | 5.49 |
| Yield(%) | 0.00 | 6.11 | 5.42 | 4.62 | 6.28 | 6.81 | 5.11 | … | … | 0.00 | 6.40 | 6.41 | 1.20 | 6.54 | 4.01 | 3.63 | 6.45 | 4.65 | 3.27 | 3.85 | 4.01 | 2.54 | 0.35 | 0.82 |
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 |
|---|---|---|---|---|
| CGPCX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-C) |
1.62%
Apr 2021 – Apr 2024 |
4.02%
Mar 2015 – Mar 2020 |
7.07%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGPCX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-C) |
23.32%
Sep 2022 – Sep 2025 |
17.07%
Oct 2016 – Oct 2021 |
12.59%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart