Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGPFX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-F-1) | 10.78% | 27.05% | 22.28% | 7.79% | 11.69% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGPFX (AMERICAN FUNDS 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 (%) | -0.06 | 27.05 | 22.28 | 7.79 | 11.69 | NA | NA | … | … | 10.78 | 20.67 | 20.35 | 29.01 | -33.26 | 14.86 | 21.99 | 27.38 | -6.41 | 25.34 | 7.64 | 1.61 | 5.93 | 30.02 | 12.90 |
| Sharpe Ratio | NA | 1.89 | 1.23 | 0.28 | 0.55 | NA | NA | … | … | 1.61 | 0.94 | 1.19 | 1.86 | -1.23 | 0.98 | 0.70 | 2.12 | -0.49 | 3.72 | 0.54 | 0.11 | 0.54 | 2.82 | 1.71 |
| Standard Deviation(%) | NA | 14.22 | 16.04 | 18.89 | 18.44 | NA | NA | … | … | 16.88 | 19.10 | 14.07 | 13.74 | 28.25 | 15.16 | 30.97 | 12.20 | 16.08 | 6.67 | 13.77 | 13.81 | 10.90 | 10.63 | 13.20 |
| Draw Down(%) | NA | 11.72 | 19.37 | 38.42 | 38.42 | NA | NA | … | … | 11.72 | 19.37 | 9.01 | 11.36 | 34.51 | 7.50 | 31.84 | 6.77 | 18.65 | 2.59 | 12.40 | 13.17 | 8.67 | 7.12 | 5.30 |
| Yield(%) | 0.00 | 6.38 | 6.03 | 2.97 | 4.94 | 5.82 | 4.37 | … | … | 0.00 | 6.71 | 6.89 | 2.23 | 0.36 | 0.21 | 0.84 | 7.18 | 5.57 | 4.26 | 4.70 | 4.76 | 3.39 | 1.13 | 1.15 |
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 |
|---|---|---|---|---|
| CGPFX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-F-1) |
-2.21%
Dec 2019 – Dec 2022 |
2.20%
Dec 2017 – Dec 2022 |
6.45%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGPFX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS 529-F-1) |
23.34%
May 2023 – May 2026 |
17.46%
Oct 2016 – Oct 2021 |
11.93%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart