Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGPEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-E) | 10.63% | 26.56% | 21.75% | 7.29% | 11.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGPEX (AMERICAN FUNDS 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 (%) | -0.03 | 26.56 | 21.75 | 7.29 | 11.21 | NA | NA | … | … | 10.63 | 20.11 | 19.85 | 28.43 | -33.62 | 14.38 | 21.32 | 27.21 | -6.86 | 24.77 | 7.19 | 1.08 | 5.49 | 29.38 | 12.62 |
| Sharpe Ratio | NA | 1.85 | 1.20 | 0.26 | 0.53 | NA | NA | … | … | 1.58 | 0.91 | 1.15 | 1.82 | -1.24 | 0.95 | 0.68 | 2.11 | -0.52 | 3.67 | 0.50 | 0.08 | 0.50 | 2.76 | 1.68 |
| Standard Deviation(%) | NA | 14.23 | 16.03 | 18.90 | 18.45 | NA | NA | … | … | 16.89 | 19.10 | 14.06 | 13.74 | 28.29 | 15.13 | 31.01 | 12.21 | 16.06 | 6.61 | 13.88 | 13.83 | 10.89 | 10.63 | 13.14 |
| Draw Down(%) | NA | 11.80 | 19.44 | 38.78 | 38.78 | NA | NA | … | … | 11.80 | 19.44 | 9.02 | 11.46 | 34.83 | 7.53 | 31.87 | 6.78 | 18.77 | 2.62 | 12.41 | 13.27 | 8.79 | 7.15 | 5.39 |
| Yield(%) | 0.00 | 6.06 | 5.62 | 2.66 | 4.45 | 5.20 | 3.90 | … | … | 0.00 | 6.36 | 6.52 | 1.79 | 0.06 | 0.00 | 0.28 | 7.05 | 5.17 | 3.81 | 4.27 | 4.44 | 3.00 | 0.80 | 1.07 |
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 |
|---|---|---|---|---|
| CGPEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-E) |
-2.70%
Dec 2019 – Dec 2022 |
1.76%
Dec 2017 – Dec 2022 |
5.98%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGPEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-E) |
22.79%
May 2023 – May 2026 |
17.00%
Oct 2016 – Oct 2021 |
11.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart