Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGGPX (American Funds Global Growth Portfolio Class 529-F-2) | 12.71% | 29.50% | 21.10% | 9.17% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGGPX (American Funds Global Growth Portfolio Class 529-F-2) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 29.50 | 21.10 | 9.17 | NA | NA | NA | … | … | 12.71 | 23.31 | 15.08 | 24.44 | -25.57 | 13.18 | 18.71 |
| Sharpe Ratio | NA | 2.01 | 1.21 | 0.39 | NA | NA | NA | … | … | 1.80 | 1.18 | 0.88 | 1.63 | -1.10 | 0.91 | 15.17 |
| Standard Deviation(%) | NA | 14.23 | 15.06 | 17.11 | NA | NA | NA | … | … | 17.53 | 17.32 | 13.05 | 12.87 | 24.57 | 14.53 | 12.32 |
| Draw Down(%) | NA | 11.28 | 17.97 | 34.29 | NA | NA | NA | … | … | 11.28 | 17.97 | 9.00 | 11.55 | 32.37 | 7.99 | 1.01 |
| Yield(%) | 0.00 | 6.35 | 5.02 | 4.21 | 2.79 | 1.86 | 1.39 | … | … | 0.00 | 6.81 | 5.08 | 1.48 | 5.66 | 3.91 | 1.12 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGGPX (American Funds Global Growth Portfolio Class 529-F-2) |
0.69%
Apr 2021 – Apr 2024 |
6.94%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGGPX (American Funds Global Growth Portfolio Class 529-F-2) |
22.70%
Sep 2022 – Sep 2025 |
9.23%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart