Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGPPX (American Funds Global Growth Portfolio Class 529-F-3) | 8.45% | 24.78% | 19.62% | 8.36% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGPPX (American Funds Global Growth Portfolio Class 529-F-3) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.78 | 24.78 | 19.62 | 8.36 | NA | NA | NA | … | … | 8.45 | 23.43 | 15.11 | 24.49 | -25.52 | 13.27 | 18.73 |
| Sharpe Ratio | NA | 2.02 | 1.22 | 0.40 | NA | NA | NA | … | … | 1.80 | 1.19 | 0.88 | 1.64 | -1.10 | 0.91 | 15.04 |
| Standard Deviation(%) | NA | 14.25 | 15.05 | 17.09 | NA | NA | NA | … | … | 17.55 | 17.32 | 13.00 | 12.85 | 24.51 | 14.53 | 12.45 |
| Draw Down(%) | NA | 11.28 | 17.98 | 34.25 | NA | NA | NA | … | … | 11.28 | 17.98 | 8.96 | 11.50 | 32.32 | 7.96 | 1.06 |
| Yield(%) | 0.00 | 6.41 | 5.08 | 4.26 | 2.83 | 1.89 | 1.42 | … | … | 0.00 | 6.88 | 5.15 | 1.52 | 5.70 | 3.99 | 1.25 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| FGPPX (American Funds Global Growth Portfolio Class 529-F-3) |
0.76%
Apr 2021 – Apr 2024 |
7.00%
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 |
|---|---|---|---|---|
| FGPPX (American Funds Global Growth Portfolio Class 529-F-3) |
22.79%
Sep 2022 – Sep 2025 |
9.29%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart