Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPGAX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS 529-A) | 8.31% | 24.37% | 19.21% | 5.91% | 10.80% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/22/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPGAX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS 529-A) | 05/22/2012 | 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 (%) | -3.79 | 24.37 | 19.21 | 5.91 | 10.80 | NA | NA | … | … | 8.31 | 22.99 | 14.80 | 24.05 | -30.75 | 9.69 | 26.69 | 27.85 | -9.00 | 28.54 | 3.74 | 0.30 | 2.32 | 25.67 | 14.76 |
| Sharpe Ratio | NA | 1.47 | 1.05 | 0.19 | 0.52 | NA | NA | … | … | 0.98 | 1.17 | 0.86 | 1.59 | -1.25 | 0.65 | 0.87 | 2.23 | -0.67 | 4.28 | 0.25 | 0.02 | 0.22 | 2.43 | 2.01 |
| Standard Deviation(%) | NA | 14.80 | 15.21 | 17.62 | 17.64 | NA | NA | … | … | 18.30 | 17.30 | 13.01 | 12.93 | 25.80 | 14.84 | 30.38 | 11.84 | 15.57 | 6.54 | 14.11 | 13.72 | 10.64 | 10.54 | 12.74 |
| Draw Down(%) | NA | 11.33 | 17.99 | 36.28 | 36.28 | NA | NA | … | … | 11.33 | 17.99 | 8.98 | 11.58 | 32.48 | 8.00 | 32.14 | 6.68 | 20.00 | 2.29 | 12.62 | 13.67 | 9.34 | 8.44 | 4.56 |
| Yield(%) | 0.00 | 6.09 | 4.70 | 2.38 | 4.37 | 4.81 | 3.61 | … | … | 0.00 | 6.52 | 4.78 | 1.14 | 0.54 | 0.45 | 0.32 | 5.97 | 4.84 | 7.47 | 3.73 | 3.79 | 2.51 | 1.40 | 1.47 |
Data as of 06/05/2026, Common starting date is 05/22/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPGAX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS 529-A) |
-2.82%
Apr 2021 – Apr 2024 |
2.29%
Dec 2017 – Dec 2022 |
5.49%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPGAX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS 529-A) |
21.66%
May 2023 – May 2026 |
16.84%
Oct 2016 – Oct 2021 |
11.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart