Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPGCX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS 529-C) | 7.95% | 23.40% | 18.31% | 5.06% | 9.93% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPGCX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS 529-C) | 05/24/2012 | 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 (%) | -3.84 | 23.40 | 18.31 | 5.06 | 9.93 | NA | NA | … | … | 7.95 | 23.04 | 9.91 | 23.06 | -31.39 | 8.87 | 25.69 | 26.94 | -9.78 | 27.53 | 2.87 | -0.42 | 1.44 | 24.64 | 14.98 |
| Sharpe Ratio | NA | 1.92 | 1.13 | 0.20 | 0.50 | NA | NA | … | … | 1.72 | 1.18 | 0.24 | 1.47 | -1.27 | 0.60 | 0.83 | 2.15 | -0.72 | 4.12 | 0.19 | -0.03 | 0.13 | 2.33 | 2.06 |
| Standard Deviation(%) | NA | 14.25 | 15.09 | 17.55 | 17.62 | NA | NA | … | … | 17.56 | 17.41 | 13.79 | 12.90 | 25.81 | 14.81 | 30.42 | 11.87 | 15.55 | 6.55 | 14.10 | 13.76 | 10.60 | 10.54 | 12.82 |
| Draw Down(%) | NA | 11.45 | 18.08 | 36.79 | 36.79 | NA | NA | … | … | 11.45 | 18.08 | 9.04 | 11.74 | 32.91 | 8.05 | 32.20 | 6.72 | 20.57 | 2.32 | 12.74 | 13.96 | 9.51 | 8.48 | 4.57 |
| Yield(%) | 0.00 | 5.41 | 3.89 | 1.80 | 3.49 | 3.80 | 2.85 | … | … | 0.00 | 5.77 | 4.14 | 0.18 | 0.00 | 0.00 | 0.00 | 5.09 | 4.12 | 6.72 | 2.76 | 3.09 | 1.90 | 0.84 | 1.20 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| CPGCX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS 529-C) |
-3.63%
Apr 2021 – Apr 2024 |
1.46%
Dec 2017 – Dec 2022 |
4.64%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPGCX (AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS 529-C) |
20.75%
May 2023 – May 2026 |
15.94%
Oct 2016 – Oct 2021 |
10.57%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart